Union Pacific: Buying Now Feels Too Late (Rating Downgrade)

Union Pacific Corporation is rated hold, reflecting limited near-term upside despite strong historical returns and positive EPS revisions. UNP's proposed $85B merger with Norfolk Southern could create significant value, but regulatory hurdles and industry consolidation concerns remain. Recent operational results show modest revenue growth, robust margin drop-through, and continued dividend increases, but buybacks have paused ahead of the merger.

Seeking Alpha • 13 minutes ago

Union Pacific and Norfolk Southern Respond to STB's Request for Supplemental Information, Submitting First Round of Their Responses

OMAHA, Neb. & ATLANTA--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) and Norfolk Southern Corporation (NYSE: NSC) today submitted the first portion of their responses to the Surface Transportation Board's (STB) May 28, 2026, request for additional information to support their accepted merger application. Today's filing addresses the STB's questions regarding Terminal Railroad Association of St. Louis (TRRA), Kansas City Terminal Railway (KCT) and TTX Company. These entities are jointly.

Business Wire • Jul 7, 2026

Lanier Law Firm: Class Action Certified Against Union Pacific for Dumping Carcinogenic Chemicals in Historically Black Wichita Neighborhoods

WICHITA, Kan.--(BUSINESS WIRE)--A Kansas federal court has granted class action status to a group of Wichita residents alleging that Union Pacific Corp. historically released hazardous waste from a rail yard site that contaminated the soil and groundwater of thousands of surrounding properties, according to attorneys at The Lanier Law Firm. Testing shows the contaminants include chlorinated solvents and other chemicals with known links to cancer that have migrated from the property at 29th Stre.

Business Wire • Jul 2, 2026

Is Union Pacific (UNP) Outperforming Other Transportation Stocks This Year?

Here is how Union Pacific (UNP) and XPO (XPO) have performed compared to their sector so far this year.

Zacks Investment Research • Jun 30, 2026

Union Pacific (UNP) Upgraded to Buy: What Does It Mean for the Stock?

Union Pacific (UNP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Zacks Investment Research • Jun 30, 2026

Union Pacific (UNP) Could Be a Great Choice

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?

Zacks Investment Research • Jun 29, 2026

Union Pacific And Norfolk Southern: How Politics Can Have A Body Count

The proposed merger of Union Pacific and Norfolk Southern is about life and death. Yes, you read that right.

Forbes • Jun 29, 2026

Union Pacific Corporation Announces Second Quarter 2026 Earnings Release Date

OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) will release second quarter 2026 financial and operating results on Thursday, July 23, 2026, 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.

Business Wire • Jun 25, 2026

Union Pacific: A Dividend Growth Train To Board Now

Union Pacific's market-beating payout remains positioned to grow in the years ahead. The railroad operator's pricing power/operational efficiency and the ongoing merger with Norfolk Southern remain key growth catalysts. Union Pacific maintains an A- S&P credit rating with a stable outlook.

Seeking Alpha • Jun 24, 2026

Why Investors Need to Take Advantage of These 2 Transportation Stocks Now

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Zacks Investment Research • Jun 23, 2026