Union Pacific, Norfolk Southern File Supplemental Information to STB on Merger
The companies added commitments, including expanded gateway pricing, to ensure the combined railroad will provide faster, more reliable service as promised.
UNP - Union Pacific Corporation
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$330.50
DETAILS
HIGH:
$363.00
LOW:
$294.00
MEDIAN:
$334.00
CONSENSUS:
$330.50
UPSIDE:
12.24%
Stock News
Union Pacific and Norfolk Southern Affirm Strength of Merger Application and Offer Unprecedented New Customer Assurances
OMAHA, Neb. & ATLANTA--(BUSINESS WIRE)--Union Pacific (NYSE: UNP) and Norfolk Southern (NYSE: NSC) today enhanced their merger application by offering customer protections that go beyond those provided in any prior rail merger. The new commitments are provided with the supplemental information requested by the Surface Transportation Board (STB) when it accepted the companies' merger application as complete on May 28, 2026. “We are more confident than ever that creating America's first transcont.
Union Pacific: Service-Led Growth Can Drive Better Margins And Earnings
I rate Union Pacific a buy as service improvements are driving volume gains, margin expansion, and higher earnings. UNP's domestic intermodal growth, improved car velocity, and higher workforce productivity underpin a positive investment thesis. Management raised FY2026 EPS growth guidance to high single digits, with a target share price of ~$350 at 23.6x forward P/E.
Union Pacific: The Old-Economy Stock Delivering New-Economy Returns
Union Pacific has delivered a 40% total return since July 2025, far outpacing the S&P 500. UNP's Q2 2026 results showed 12% YoY revenue growth, strong pricing power, and operating leverage through productivity gains. Management guides for high single-digit EPS growth, supported by domestic intermodal, petrochemicals, and U.S. reindustrialization tailwinds.
America's Most Powerful Banker Just Confirmed It: I Want These 5 Stocks, Not The Market
I prioritize a TOLL+M investment model—tangible assets, oligopoly advantages, low incremental CapEx, durable cash flows, and macro tailwinds—to build resilient portfolios. Jamie Dimon highlights that even with 2% inflation, 10-year yields should remain above 4.0-4.5% due to risk premiums, supporting my 'run-it-hot' thesis. The S&P 500 prices in a 'good outcome' with little margin of safety; I see greater opportunity in selective stock picking over broad index exposure.
Billionaire Investor Seth Klarman's Top 5 Stocks: Would He Buy More Today?
Seth Klarman's Baupost Group rarely shows its cards, so when the latest 13F filing (holdings as of March 31, 2026, filed May 14, 2026) disclosed his five largest long common-stock positions, the disclosure read like a treasure map.
Bank of Nova Scotia Increases Holdings in Union Pacific Corporation $UNP
Bank of Nova Scotia increased its stake in shares of Union Pacific Corporation (NYSE: UNP) by 19.2% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284,453 shares of the railroad operator's stock after acquiring an additional 45,813 shares during the
Bollard Group LLC Increases Stake in Union Pacific Corporation $UNP
Bollard Group LLC boosted its stake in shares of Union Pacific Corporation (NYSE: UNP) by 12.6% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 26,079 shares of the railroad operator's stock after purchasing an additional 2,927 shares during the
These Analysts Increase Their Forecasts On Union Pacific Following Strong Q2 Results
Union Pacific Corp. (NYSE:UNP) on Thursday reported better-than-expected second-quarter 2026 results.
Union Pacific Q2 Earnings Call Highlights
Union Pacific NYSE: UNP reported record second-quarter 2026 financial results, with executives citing volume growth, pricing gains and improved operating performance, while also raising the railroad's full-year earnings outlook.
Why Union Pacific Stock Rose Today
Efficiency gains are driving the railroad's earnings higher.
Union Pacific Corporation (UNP) Q2 2026 Earnings Call Transcript
Union Pacific Corporation (UNP) Q2 2026 Earnings Call Transcript
UNP Q2 Earnings & Revenues Beat Estimates, Up Y/Y, EPS View Raised
Union Pacific tops Q2 2026 earnings and revenue estimates as pricing gains, higher fuel surcharge revenue and volume growth lift results.
Union Pacific (UNP) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Union Pacific (UNP) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Union Pacific (UNP) Surpasses Q2 Earnings and Revenue Estimates
Union Pacific (UNP) came out with quarterly earnings of $3.41 per share, beating the Zacks Consensus Estimate of $3.2 per share. This compares to earnings of $3.03 per share a year ago.
Union Pacific Logs Higher Profit, Revenue on Volume Growth
Union Pacific reported higher profit and revenue in the second quarter, boosted in part by volume growth.
Is Union Pacific Corp (UNP) Overvalued After Q2 Earnings Beat? EPS at $3.36 vs. Estimated $3.20, GF Score: 91/100
Union Pacific Corp (UNP) released its 8-K filing detailing the company's financial performance for the second quarter of 2026, which showed favorable results co
Union Pacific Reports Second Quarter 2026 Results
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) today reported second quarter 2026 net income of $2.0 billion, up 6%, and diluted EPS of $3.36, up 7%, compared to reported second quarter 2025 net income of $1.9 billion and diluted EPS of $3.15. Adjusted second quarter 2026 net income* of $2.0 billion increased 12%, and adjusted diluted EPS* of $3.41 increased 13%, compared to adjusted second quarter 2025 net income* of $1.8 billion and adjusted diluted EPS* of $3.03. "Strong.
Union Pacific et le CN annoncent une entente visant à améliorer la connectivité ferroviaire en Amérique du Nord
MONTRÉAL, 22 juill. 2026 (GLOBE NEWSWIRE) -- Le CN (TSX: CNR) (NYSE: CNI) et Union Pacific (NYSE: UNP) ont annoncé aujourd'hui la signature d'un protocole d'entente exécutoire qui renforcera le service ferroviaire dans toute l'Amérique du Nord, améliorant ainsi la capacité des deux chemins de fer à desservir leurs clients.
Union Pacific et le CN concluent une entente visant à élargir les occasions offertes aux clients dans le cadre de la fusion
MONTRÉAL, 22 juill. 2026 (GLOBE NEWSWIRE) -- Le CN (TSX: CNR) (NYSE: CNI) et Union Pacific (NYSE: UNP) ont annoncé aujourd'hui la signature d'un protocole d'entente exécutoire établissant un cadre pour permettre au CN d'obtenir un accès concurrentiel dans le cadre de l'opération proposée entre Union Pacific et Norfolk Southern (NYSE: NSC).
Price Targets
Union Pacific price target raised to $344 from $311 at Baird
$344.00
(was $307.32)
Daniel Moore
·
Robert W. Baird
Union Pacific price target raised to $339 from $289 at RBC Capital
$339.00
(was $304.06)
RBC Capital
Union Pacific price target raised to $310 from $286 at UBS
$310.00
(was $303.70)
Thomas Wadewitz
·
UBS
Union Pacific price target raised to $320 from $285 at BMO Capital
$320.00
(was $304.33)
BMO Capital
Union Pacific price target raised to $335 from $315 at Wells Fargo
$335.00
(was $304.33)
Wells Fargo
Union Pacific price target raised to $350 from $315 at Barclays
$350.00
(was $304.33)
Barclays
Union Pacific price target raised to $317 from $297 at Goldman Sachs
$317.00
(was $304.33)
Goldman Sachs
Union Pacific price target raised to $333 from $305 at Susquehanna
$333.00
(was $288.99)
Harrison Bauer
·
Susquehanna
Union Pacific price target raised to $363 from $310 at Raymond James
$363.00
(was $289.00)
Patrick Tyler Brown
·
Raymond James
Union Pacific price target raised to $294 from $277 at Evercore ISI
$294.00
(was $259.96)
Jonathan Chappell
·
Evercore ISI
Union Pacific price target raised to $305 from $290 at Susquehanna
$305.00
(was $272.35)
Harrison Bauer
·
Susquehanna
Union Pacific price target raised to $310 from $285 at Raymond James
$310.00
(was $269.43)
Raymond James
Union Pacific price target raised to $274 from $253 at UBS
$274.00
(was $269.60)
Thomas Wadewitz
·
UBS
Union Pacific price target raised to $285 from $278 at BMO Capital
$285.00
(was $269.98)
BMO Capital
Union Pacific price target raised to $277 from $262 at Evercore ISI
$277.00
(was $269.95)
Evercore ISI
Union Pacific price target raised to $289 from $273 at RBC Capital
$289.00
(was $271.26)
RBC Capital
Union Pacific price target raised to $300 from $260 at Wells Fargo
$300.00
(was $271.26)
Christian Wetherbee
·
Wells Fargo
Union Pacific price target raised to $315 from $285 at Barclays
$315.00
(was $271.26)
Barclays
Union Pacific price target lowered to $273 from $280 at RBC Capital
$273.00
(was $239.19)
RBC Capital
Baird Upgrades Union Pacific (UNP) to Outperform
$311.00
(was $260.20)
Dan Moore
·
Robert W. Baird