Union Pacific Corp.

Union Pacific Corp.

UNP

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Market Cap$161.91B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Union Pacific Corp.Union Pacific Corp.22.42.02%28%8.8-

Earnings Call Q1 2026

April 23, 2026 - AI Summary

Strong First Quarter Results: Union Pacific reported a record first-quarter net income of $1.7 billion, up 5% year-over-year, with an earnings per share (EPS) of $2.87, reflecting a 6% increase. Adjusted for merger costs, the EPS increased to $2.93. Operating income and operating ratio also improved, with the operating ratio at 59.9%, an 80 basis points improvement year-over-year, suggesting strong operational efficiency.
Positive Revenue Growth and Fuel Surcharge Impact: Total operating revenue rose 3% to $6.2 billion, driven by a 4% increase in freight revenue. However, volume was down by 1%. Higher fuel prices contributed a 100 basis points increase in freight revenue, and although this creates a headwind, pricing strategies have helped exceed inflation dollars. The company remains confident in achieving mid-single-digit EPS growth for the year.
Focus on Cash Flow and Dividends: Cash from operations grew 10% to $2.4 billion, and free cash flow was $630 million after making significant network investments and returning dividends to shareholders. The company plans to continue providing an industry-leading dividend, which remains a key part of its commitment to shareholders.

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$294.00

Target Price by Analysts

7.8% upsideUnion Pacific Target Price DetailsTarget Price
$141.83

Current Fair Value

48% downside

Overvalued by 48% based on the discounted cash flow analysis.

Share Statistics

Market cap$161.91 Billion
Enterprise Value$162.76 Billion
Dividend Yield$5.52 (2.02%)
Earnings per Share$12.01
Beta0.97
Outstanding Shares593,000,000

Return

Return on Equity28.39%ROE
Return on Assets7916.98%
Return on Invested Capital-177.14%

Valuation & Multiples

P/E Ratio22.42P/E Ratio
PEG486.05PEG
Price to Sales8.8Price to Sales
Price to Book Ratio-3.21Price to Book Ratio
Enterprise Value to Revenue8.8
Enterprise Value to EBIT20.27
Enterprise Value to Net Income29
Total Debt to Enterprise0.01
Debt to Equity0.04Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 23, 2026
EPS Estimate
$2.86
Average shareholder expectation
Revenue Estimate
$6.23 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 23, 2026
EPS Estimate
$3.14
Average shareholder expectation
Revenue Estimate
$6.54 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.5724 16.54%
Total Calls4,028,324 28.35%
Total Puts2,305,715 0.76%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %87.43% 0.35%
Total Invested$125.37B 4.87%
Investors Holding2,824 14.00%

ESG Score

No data

About Union Pacific Corp.

CEO: Lance Fritz

Relevant Senate Committees

Joint Committee on Taxation

As the technical arm for tax-writing committees, its analyses and revenue estimates directly shape tax legislation, profoundly influencing Union Pacific's corporate tax burden and financial planning.

Finance

This committee controls taxation and trade policy. Corporate tax rates, deductions, and international trade agreements directly impact Union Pacific's profitability, investment decisions, and cargo volumes.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine precise funding for infrastructure projects (e.g., rail improvements, intermodal hubs) and agencies affecting railroads.

Health, Education, Labor, and Pensions

As a large employer, Union Pacific is directly impacted by labor laws, union regulations, workplace safety, and pension policies, all overseen by this committee.

Judiciary

This committee oversees antitrust laws and intellectual property. Given the consolidated nature of the railroad industry, antitrust investigations and merger approvals are highly relevant to Union Pacific.

Commerce, Science, and Transportation

This committee has direct and vast jurisdiction over interstate commerce and transportation, including safety, competition, and regulatory frameworks pertinent to line-haul railroads.

Energy and Natural Resources

Union Pacific transports significant volumes of coal, oil, natural gas, and other natural resources. National energy policy and public lands management directly impact the demand and routes for these key commodities.

Environment and Public Works

This committee regulates environmental standards (EPA) relevant to rail operations (e.g., emissions, land use) and drives federal infrastructure spending, which includes or competes with rail projects.