Union Pacific

UNP

Market cap $134B

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/water royalties, data center buildout, and defense modernization, all supported by secular tailwinds. In light of recent underperformance due to energy weakness and tariffs, I plan to use market dips to add to cyclical and infrastructure holdings.

Harrisonburg, Virginia, Oct. 13, 2025 (GLOBE NEWSWIRE) -- As Norfolk Southern continues talks to merge with Union Pacific, one of the nation's largest West Coast railroads, the potential deal is drawing attention for how it could reshape the U.S. freight system. If approved, the merger would create the first true transcontinental rail carrier and significantly reduce competition in the industry.

OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Railroad is proud to announce the distribution of more than $4 million in local grants to 430 nonprofit organizations through its Community Ties Giving Program. The awards reinforce Union Pacific's commitment to building strong, safe and sustainable communities across its 23-state network. Grants ranging from $5,000 to $30,000 will support initiatives aligned with Union Pacific's giving priorities: safety, workforce development, community vitality and.

The U.S. housing market is severely constrained by high prices, elevated mortgage rates, and overregulation, creating a national affordability crisis. Government intervention is accelerating, with potential emergency measures aimed at boosting supply, easing regulations, and lowering borrowing costs to unlock pent-up demand.

Union Pacific (UNP) CEO Jim Vena sits down with Yahoo Finance executive editor Brian Sozzi at the Ford Pro Accelerate forum to discuss the railroad operator's workforce, President Trump's vision for US manufacturing, and the company's $85 billion deal with Norfolk Southern (NSC). Also catch Brian Sozzi's full interview with Ford (F) CEO Jim Farley.

TRUMAN, Minn.--(BUSINESS WIRE)--Central Farm Service (CFS), a farmer-owned cooperative in Minnesota & Iowa, and long-time Union Pacific customer, announced its support for the proposed merger of Union Pacific Railroad and Norfolk Southern Corporation. CFS believes this combination – creating America's first coast-to-coast railroad – will improve agricultural logistics by providing more efficient rail service from the Midwest to more markets nationwide. The merged railroad will connect over.

Union Pacific Corp (NYSE:UNP, ETR:UNP)'s proposed $85 billion acquisition of Norfolk Southern is “good for America”, Union Pacific CEO Jim Vena told Yahoo Finance at Ford's inaugural Pro Accelerate summit in Detroit on Tuesday.   Earlier in September while speaking with reporters in the Oval Office, President Trump said the deal “sounds good to me.

Union Pacific boosts dividends and buybacks despite freight softness, while its planned Norfolk Southern deal aims to reshape U.S. rail.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Union Pacific (UNP) have what it takes?

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.