Union PacificUNP
UNP
About: Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the us, UP generated $24 billion of revenue in 2023 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, fertilizers, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.
Employees: 31,052
0
Funds holding %
of 6,814 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
83% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 94
6% more funds holding in top 10
Funds holding in top 10: 49 [Q2] → 52 (+3) [Q3]
1% more funds holding
Funds holding: 2,517 [Q2] → 2,554 (+37) [Q3]
4% more repeat investments, than reductions
Existing positions increased: 1,004 | Existing positions reduced: 962
4% more capital invested
Capital invested by funds: $114B [Q2] → $119B (+$4.9B) [Q3]
1% more call options, than puts
Call options by funds: $1.25B | Put options by funds: $1.24B
3.33% less ownership
Funds ownership: 82.74% [Q2] → 79.41% (-3.33%) [Q3]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$252
11%
upside
Avg. target
$265
17%
upside
High target
$285
26%
upside
11 analyst ratings
8 positive
73%
3 neutral
27%
0 negative
0%
Raymond James Patrick Tyler Brown 50% 1-year accuracy 19 / 38 met price target | 17%upside $265 | Strong Buy Maintained | 10 Jan 2025 |
Wells Fargo Christian Wetherbee 55% 1-year accuracy 22 / 40 met price target | 17%upside $265 | Overweight Maintained | 7 Jan 2025 |
Barclays Brandon Oglenski 49% 1-year accuracy 31 / 63 met price target | 26%upside $285 | Overweight Maintained | 13 Nov 2024 |
Citigroup Ariel Rosa 27% 1-year accuracy 7 / 26 met price target | 18%upside $267 | Neutral Maintained | 12 Nov 2024 |
TD Cowen Jason Seidl 55% 1-year accuracy 23 / 42 met price target | 11%upside $252 | Buy Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 7 articles about UNP published over the past 30 days
Positive
Seeking Alpha
5 days ago
Generational Wealth - Our Favorite Dividend Stocks To Build A Lasting Legacy
In this article, I highlight three dividend stocks I trust for building generational wealth. These stocks offer stability and consistent income growth over time. Each of these picks has a strong, reliable track record, making them excellent choices for long-term investors. They align with my strategy for lasting financial success. By focusing on these stocks, you can establish a foundation for wealth that spans generations, ensuring your portfolio thrives, no matter the market conditions.
Positive
Seeking Alpha
1 week ago
Beat Inflation Like A Pro: Unstoppable Dividend Picks You Can't Miss
The dollar surged 8% in 2024, fueled by the Fed's policy shifts and potential tariffs under President Trump. As inflation persists, the Fed's uncertain path adds volatility. Professional investors, including hedge fund managers, emphasize inflation protection. Infrastructure assets, particularly in renewable power and data centers, offer strong growth and income potential. Amid rising bond yields, I favor high-yielding stocks, especially in infrastructure and real estate, as these sectors benefit from inflation and offer stability and growth.
Positive
Zacks Investment Research
2 weeks ago
2 Dividend Paying Stocks From the Railroad Industry You Should Count On
Here, we pick two railroad stocks, Union Pacific and Norfolk Southern, with a solid five-year dividend growth history.
Positive
Seeking Alpha
2 weeks ago
Big Dividends Ahead: Where I'd Invest $10,000 In 2025
I share my $10,000 dividend investment strategy for 2025, focusing on stocks with income potential and long-term growth prospects. These picks prioritize reliable dividends, strong fundamentals, and resilience, aiming to deliver consistent returns despite market conditions. With an eye on 2025 trends, I highlight why these investments stand out and how they can boost portfolios seeking income and growth.
Positive
Market Watch
3 weeks ago
Trump's pick to lead Federal Railroad Administration a positive for railroad stocks, says analyst
David Fink, the former president of Pan Am Railways, is “carrier friendly,” according to TD Cowen.
Negative
Seeking Alpha
3 weeks ago
Buckle Up Buttercup: My Warning To Dividend Investors
The Fed's recent rate cut and upward revision of future rate expectations confirm my concerns about persistent above-average inflation and geopolitical risks. Market volatility has increased, signaling a growing acceptance of "higher for longer" rates, impacting long-term borrowing costs and economic stability. Despite economic uncertainty, I see opportunities for prudent investors and will provide more investment ideas in the coming days and months. Stay tuned!
Neutral
Business Wire
3 weeks ago
Union Pacific Corporation Announces Fourth Quarter 2024 Earnings Release Date
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) will release fourth quarter 2024 financial and operating results on Thursday, Jan. 23, 2025, at 7:45 a.m. ET. The company's management team will host a conference call and live webcast at 8:45 a.m. ET. Parties interested in participating via teleconference may dial 877-407-8293. International callers may dial 201-689-8349. A live webcast of the presentation and materials will be available in the investor relations section of Un.
Positive
Seeking Alpha
1 month ago
Union Pacific: Buy Now Before It Leaves The Station
Railroads remain critical to the U.S. economy, and that's unlikely to change anytime soon. Union Pacific's operating revenue and diluted EPS climbed higher in Q3. The company's adjusted debt-to-EBITDA ratio improved even further beyond a sub-3x level.
Positive
Seeking Alpha
1 month ago
Union Pacific: Betting On Margin Expansion And Untapped Value
Union Pacific Corporation's improved labor productivity and intermodal performance, alongside stable train lengths, support a positive outlook for 2025. The company's high Degree of Operating Leverage suggests significant profit margin expansion potential with anticipated sales growth. Valuation metrics indicate Union Pacific's stock is undervalued, trading below our forward P/E model's price target, presenting a strong buy opportunity.
Positive
Seeking Alpha
1 month ago
Red, White, And Wealth: Building An All-American Dividend Portfolio
I love America and invest heavily in it for good reason. This article explores why the U.S. outshines the world economically and strategically for investors. With unmatched innovation, military strength, and natural resources, the U.S. excels. I highlight risks, rewards, and the keys to building a winning portfolio. From defense giants to energy royalty players, I share my favorite stocks to beat the market and capitalize on America's enduring strengths.
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