Uber Technologies Stock To $96?
Trefis has a positive outlook on Uber Technologies (UBER) stock, suggesting it's an attractive buy with a potential to reach $96. This assessment is based on Uber's strong operating performance, financial condition, very strong growth, and moderate valuation, despite its very weak downturn resilience. The analysis details UBER's valuation, growth, profitability, and financial stability compared to the broader market.
Union Pacific Corporation Declares Second Quarter 2025 Dividend
Union Pacific Corporation (NYSE: UNP) has announced its second-quarter 2025 dividend. The Board of Directors declared a quarterly dividend of $1.34 per share on the company’s common stock. This dividend will be payable on June 30, 2025, to shareholders of record as of May 30, 2025, marking 126 consecutive years of dividend payments for the company.
Canadian National Railway Adjusts Valuation Amid Mixed Financial Performance Indicators
Canadian National Railway Co. recently saw an adjustment in its valuation, moving to a more expensive classification with a P/E ratio of 19 and a price-to-book value of 3.97. While technical indicators show a shift from bearish to mildly bearish, the company has faced challenges with declining net sales growth and operating profit over the past five years. Despite a high return on equity (21.34%) and return on capital employed (15.47%), the stock underperformed the S&P/TSX 60 benchmark, generating a -17.48% return over the past year.
Norfolk Southern's Intermodal Volumes Grappling With Near-Term Headwinds
Norfolk Southern is facing near-term headwinds that are impacting its intermodal volumes, despite previous improvements in its operating ratio. The company had shown significant progress in efficiency and pricing execution, achieving a 60.1% operating ratio in 2021. However, recent reports indicate mixed volume outlooks, partly due to tariff actions.
CSX Chief Executive Open to Deal as Rivals Pursue Mega Merger
CSX CEO Steve Angel is open to merger opportunities to create shareholder value, even as the company focuses on improving efficiency and performance. This comes amidst rival mega-merger proposals, such as the one between Union Pacific Corp. and Norfolk Southern Corp., which Angel views as both challenging and potentially opportunistic for CSX. Angel plans to achieve a "continuous improvement" culture within CSX, focusing on cost management and collaborating with staff and unions.
CSX Chief Executive Open to Deal as Rivals Pursue Mega Merger
CSX Corp.'s CEO, Steve Angel, is open to merger discussions to create shareholder value, even as the company focuses on efficiency. This stance comes as competitor railroads like Union Pacific and Norfolk Southern are also exploring potential mergers, and after activist investor Ancora Holdings Group invested in CSX advocating for a merger.
The Rail Revolution: Union Pacific and Norfolk Southern Aim to Redraw the American Map with $85 Billion Merger
Union Pacific (UNP) and Norfolk Southern (NSC) are pursuing an $85 billion merger to create the first transcontinental U.S. railroad, a move that could redefine American logistics and align with a "Regulatory Pragmatism" policy fostering "National Champions." Despite a recent procedural setback from federal regulators, the companies plan to refile their application by April 30, 2026. The deal promises significant synergies and aims to improve supply chain efficiency but faces opposition from competitors like BNSF Railway and scrutiny over potential monopolistic impacts.
Union Pacific stock hits 52-week high at $265.39
Union Pacific Corporation's stock has reached a 52-week high of $265.39, driven by significant momentum and investor confidence, with impressive gains over the past six months and year-to-date. The company maintains a healthy dividend yield and a "GOOD" financial health rating. This milestone follows recent news of slightly missed Q4 2025 earnings but also a major $1.2 billion locomotive modernization agreement with Wabtec.
Is CSX’s US$670 Million Locomotive Upgrade Program Altering The Investment Case For CSX (CSX)?
CSX Corporation has announced a US$670 million locomotive upgrade program with Wabtec, aiming to enhance efficiency, reliability, and technology across its rail operations. This investment, comprising new locomotives, modernizing older units, and integrating fuel-saving digital systems, directly supports the investment thesis that rail remains a critical North American freight backbone and that CSX can improve efficiency despite recent financial pressures. While it targets fuel savings and reliability, the program does not remove risks related to revenue softness and commodity-linked demand volatility.
Is Union Pacific (UNP) Still Attractive After Recent Share Price Strength?
Union Pacific (UNP) has seen significant share price strength recently, with returns of 48.6% over three years and 40.4% over five years. Despite this, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 16.0%, with an estimated intrinsic value of $315.65 compared to its current price of $265.00. Additionally, its P/E ratio of 22.03x is below its proprietary "Fair Ratio" of 25.42x, further indicating potential undervaluation.
Jim Ross: Opposition to UP-NS merger grows during pause
Opposition to Union Pacific's proposed merger with Norfolk Southern is increasing while the acquisition remains on hold. Several state attorneys general and other groups have voiced concerns to regulators, citing fears of reduced competition, higher costs, service degradation, and negative impacts on passenger rail services. The Surface Transportation Board is currently reviewing Union Pacific's revised application, with a decision expected to affect various communities and the two remaining major freight carriers, CSX and Norfolk Southern.
Union Pacific CEO explains delay in revised merger filing
Union Pacific's CEO, Jim Vena, explained that the delay in filing their revised merger application with Norfolk Southern was due to federal regulators clarifying data formatting requirements. The STB previously rejected the application as incomplete. Vena addressed criticisms regarding competition, stating that the combined UP-NS would match BNSF's market share and that 75% of growth would come from diverting traffic from trucks, aiming to offer faster, more efficient service similar to the CPKC model.
J.B. Hunt ‘a little bit more positive’
J.B. Hunt management provided upbeat commentary at a recent investor conference, noting that truck capacity has tightened and demand is slightly exceeding earlier expectations. Despite winter storms and regulatory changes, the company believes significant supply attrition has occurred in the trucking market. J.B. Hunt's dedicated segment saw record new customer agreements, and the company remains confident in its intermodal strategy even if the Union Pacific-Norfolk Southern merger is approved.
In memoriam: Union Pacific's 'iconic and visionary' leader Jim Young (2/18/2014)
Jim Young, former president, CEO, and chairman of Union Pacific, passed away at 61 after a two-year battle with pancreatic cancer. Young led UP to significant financial and operational success, including record revenues and low operating ratios, through substantial infrastructure investment and a customer-centric approach. Beyond his corporate achievements, he was also recognized for his philanthropic efforts in Nebraska, including establishing a scholarship program and contributing to community development.
Zacks Industry Outlook Highlights Union Pacific and Canadian Pacific Kansas
The Zacks Transportation - Rail industry faces challenges from economic uncertainties, inflationary pressures, and supply-chain disruptions, but Union Pacific Corp. (UNP) and Canadian Pacific Kansas City Ltd. (CP) are positioned to navigate these headwinds. The industry is currently ranked in the bottom 19% of Zacks industries and shows declining earnings estimates, yet both companies have demonstrated financial strength and shareholder returns. Despite the gloomy industry outlook, relative stability in e-commerce demand and consistent dividends make these two stocks noteworthy.
Daniel Loeb's Strategic Moves: Flutter Entertainment PLC Exits with -3.17% Impact
Daniel Loeb's Third Point LLC submitted its 13F filing for Q4 2025, revealing significant investment shifts. The firm completely exited 11 holdings, including Flutter Entertainment PLC, which had a -3.17% impact on the portfolio, and Mr. Cooper Group Inc. Conversely, new positions were added in 11 stocks, with Chipotle Mexican Grill Inc. being the most substantial, and stakes were increased in another 11, most notably Union Pacific Corp.
Downtown Wheaton railroad crossing to close for repairs
The railroad crossing at West Street in downtown Wheaton will be closed for repairs on Monday, Feb. 23, from 9 a.m. to 4 p.m. Union Pacific Railroad is conducting the repairs near the Metra train station. Drivers will need to follow specific detour routes.
Jacobs (J) Among Stocks Exited by Third Point LLC
Third Point LLC has completely exited its position in Jacobs (J) during the fourth quarter of 2025 as part of a strategic portfolio realignment, which also involved selling other holdings and making new acquisitions. Jacobs Solutions Inc, an engineering and construction services provider, demonstrated mixed financial health with expanding operating margins but declining revenue per share. While the company's valuation metrics suggest it's trading at a premium, it exhibits strong institutional ownership and a low sensitivity to market movements.
Norfolk Southern Union Pacific Merger Reshapes Transcontinental Rail Investment Story
Norfolk Southern (NSC) has merged with Union Pacific, creating what is described as America's first transcontinental railroad, significantly altering the U.S. freight rail industry. This merger, following a mixed 2025 financial performance for Norfolk Southern, aims to enhance network value and operational efficiency, though it also introduces regulatory and integration risks. Investors should monitor regulatory responses, governance plans, and how competitors react to gauge the long-term impact of this strategic consolidation.
Market Whales and Their Recent Bets on UNP Options
Large investors have shown a bullish sentiment towards Union Pacific (NYSE: UNP) through significant options trading activity. Benzinga’s options scanner detected 8 unusual trades, predominantly calls, indicating targeted price movements between $250.0 and $290.0. The article highlights UNP's current market status, with its stock up by 1.05% to $259.62, and includes recent analyst ratings with an average price target of $267.5.
Antitrust Lawsuit Targets Union Pacific, K&O Railroads Over Grain Shipping Fees
A new antitrust lawsuit has been filed against Union Pacific Railroad and Kansas & Oklahoma Railroad (K&O) by grain farmers and agribusinesses, alleging increased rail traffic fees create competitive and financial barriers for local farmers. Weskan Grain CEO Will Bramblett explained that the lawsuit, supported by 13 farmers and two agribusinesses, aims to restore balance and fair access in grain transportation, especially concerning the Colorado Pacific Railroad and potential mergers like Union Pacific's bid with Norfolk Southern. Plaintiffs argue that these practices drive up transportation costs and transit times, making it harder for farmers to achieve fair prices for their crops.
CN productivity efforts to focus on terminals
Canadian National (CN) is concentrating its productivity initiatives on terminal operations, as announced by CEO Tracy Robinson. Chief Operating Officer Patrick Whitehead is leading efforts to optimize terminal processes, which account for about 50% of the railroad's operating labor, aiming for greater fluidity and resource efficiency. Robinson also stated that CN is prepared for future growth, having capacity through previous expansions, reserved equipment, and furloughed employees poised to return.
AI Broke the Trucks: 3 Transports to Buy After the AI Panic
Following an AI-induced panic in the transportation sector after a microcap company claimed its freight-optimization platform could drastically boost shipping volumes, many transport stocks fell sharply. This article highlights C.H. Robinson Worldwide (CHRW), J.B. Hunt Transport Services (JBHT), and Union Pacific (UNP) as potentially oversold opportunities. Despite the initial market overreaction, these companies are presented as strong buys due to their entrenched market positions, operating leverage, and AI-resistant business models.
A Look At Wabtec (WAB) Valuation After New Locomotive Deals And Higher Buyback Authorization
Wabtec (WAB) is gaining attention after securing new multi-million dollar locomotive deals with Union Pacific and CSX, updating its 2026 sales guidance, and increasing its share repurchase authorization. Despite a strong stock performance over the last year, trading near its analyst target, Simply Wall St's narrative suggests WAB is slightly overvalued at $249.42 compared to its current price of $256.06. The article advises investors to review comprehensive data and consider potential risks like softer North American railcar demand before making investment decisions.
Zacks Industry Outlook Highlights Union Pacific and Canadian Pacific Kansas
Zacks Equity Research discusses the challenging outlook for the Zacks Transportation - Rail industry, primarily due to economic uncertainties, inflation, high interest rates, and supply-chain disruptions. Despite these headwinds, Union Pacific Corp. (UNP) and Canadian Pacific Kansas City Ltd. (CP) are highlighted as two stocks positioned to navigate these challenges, partly due to declining fuel costs and their strong financial returns to shareholders. The industry, however, carries a gloomy Zacks Industry Rank, indicating dull near-term prospects.
Ag industry, elected officials continue to raise concerns about proposed railroad merger
The agricultural industry and elected officials continue to express serious concerns about a proposed merger between Union Pacific and Norfolk Southern Railroads, despite the Surface Transportation Board (STB) initially rejecting an incomplete application. Critics argue that the merger, if approved, would negatively impact the ag supply chain by reducing competition, increasing prices for shippers, and potentially leading to service disruptions, given that the resulting company would control over 40% of U.S. freight by rail. BNSF Railway also voiced concerns, fearing decreased competitiveness and potential prioritization of the merged company's own shipments over those interchanging from rival lines.
How Is The Market Feeling About Union Pacific Corp?
Union Pacific Corp's short interest as a percent of float has increased by 5.16% since its last report, now standing at 4.48% of tradable shares. This indicates an increasingly bearish sentiment towards the stock among investors, as it also exceeds the peer group average of 2.07%. Days to cover short positions are currently estimated at 6.42 days, suggesting that a significant number of shares have been sold short.
Maintenance will cause railroad crossing closures in Bryan
The City of Bryan announced that Union Pacific Railroad will be conducting maintenance projects, leading to several railroad crossing closures over the next two weeks. Work hours will be from 9 a.m. to 7 p.m. daily, starting February 17th. Message boards will provide advance notice and detour information, though dates are subject to change.
Harvard Reduces Bitcoin Holdings In Q4, Picks Up Ethereum
Harvard Management Company adjusted its cryptocurrency portfolio in Q4 2025, decreasing its Bitcoin holdings by 21% while initiating its first investment in an Ethereum ETF. Despite the reduction, Bitcoin remains Harvard's largest publicly disclosed equity holding. This shift occurred during a volatile period for digital assets and attracted criticism regarding Bitcoin's intrinsic value.
Union Pacific Stock On The Rails Again: Can UNP Keep This Freight Rally Rolling?
Union Pacific (UNP) has seen its stock price rebound, outperforming the market and nearing 52-week highs, driven by stable freight volumes and firm pricing. The article examines whether this rally signals a new uptrend or if the stock is already fully valued. Despite past volatility, the company's recent earnings, operational efficiency, and analyst endorsements suggest a cautiously optimistic outlook for its future performance.
Union Pacific Corporation $UNP Stock Holdings Lessened by Cidel Asset Management Inc.
Cidel Asset Management Inc. reduced its stake in Union Pacific (NYSE:UNP) by 15.9% in Q3, selling 16,010 shares and holding 84,551 shares valued at $19.99 million. Union Pacific reported Q3 earnings per share of $2.86, missing the consensus estimate of $2.92, with revenue of $6.09 billion, also below expectations. The company declared a quarterly dividend of $1.38, and analysts currently have a "Moderate Buy" consensus rating with an average target price of $258.32.
Union Pacific Corporation $UNP Shares Sold by ABN Amro Investment Solutions
ABN Amro Investment Solutions significantly reduced its stake in Union Pacific (NYSE:UNP) by 26.5% in Q3, selling over 14,000 shares. Despite this, other institutional investors have slightly increased their holdings, though in much smaller increments. Wall Street analysts maintain a "Moderate Buy" rating for UNP, with an average target price marginally below its current trading price, following the company's recent earnings and revenue miss.
Norfolk Southern Corporation Stock Update
Norfolk Southern Corporation (NYSE: NSC) stock has seen significant growth over the past year, with shares rising 23.6% and 10% year-to-date. The company reported an adjusted profit of $3.22 per share, indicating improved profitability despite a 2% revenue decrease. Analyst ratings are mixed, with Baird lowering its price target due to intermodal competition and merger plans, while UBS downgraded to Neutral citing weaker yields and operating ratio.
Norfolk Southern (NSC)'s Downgrade Was Ill-Advised, Days Jim Cramer
Jim Cramer commented that the recent downgrade of Norfolk Southern (NSC) was "ill-advised," despite the railroad giant's shares being up over the past year. NSC's latest earnings showed a rise in adjusted profit per share but a 2% annual drop in revenue. The downgrade followed a target price reduction by Baird and a shift to Hold from Buy by Deutsche Bank, amidst the planned merger with Union Pacific.
Indices from Cass Show Truckload Rates Steady, Intermodal is up
Recent data from Cass Information Systems Inc. and Avondale Partners LLC indicates that truckload rates have remained steady, while intermodal rates have experienced a month-to-month increase. The Cass Truckload Linehaul Index shows a 1% rise in truckload rates compared to the previous year, attributing capacity constraints to various factors. Conversely, the Cass Intermodal Linehaul Index reported a 1.3% increase in intermodal rates from July to August, potentially influenced by high diesel prices.
Norfolk Southern (NSC)’s Downgrade Was Ill-Advised, Days Jim Cramer
Jim Cramer commented that a recent downgrade of Norfolk Southern (NSC) was "ill-advised," despite the company reporting a 2% annual revenue drop alongside an increase in adjusted profit per share. Baird had lowered its price target for NSC to $288 from $293 while maintaining a Neutral rating, and Deutsche Bank downgraded the stock to Hold from Buy due to a planned merger. Cramer's remarks suggest disagreement with the analyst's negative outlook on the railroad giant.
Norfolk Southern (NSC)'s Downgrade Was Ill-Advised, Days Jim Cramer
Jim Cramer commented that the recent downgrade of Norfolk Southern (NSC) was "ill-advised," despite the company's recent earnings showing a 2% annual revenue drop. Baird had reduced its price target for NSC, while Deutsche Bank downgraded the stock to Hold following plans of a merger with Union Pacific. Cramer's statement suggests he believes the outlook for Norfolk Southern is stronger than implied by the downgrades.
J.B. Hunt Announces Time-Sensitive Intermodal Service for Mexican Businesses
J.B. Hunt Transport Services, BNSF Railway, and GMXT have launched "Quantum de México," a new intermodal service designed for time-sensitive freight originating from Mexican businesses destined for the U.S. This service aims to convert over-the-road freight to rail, offering faster, more reliable transit times and significant carbon emission reductions. The collaboration also includes opening a new J.B. Hunt office in Queretaro, Mexico, to support the growing demand for efficient cross-border logistics.
CVCO Stock Surges 27% In 9-Day Spree On Insider And Institutional Buying
Cavco Industries (CVCO) stock experienced a significant 27% surge over a nine-day period, increasing its market cap by $972 million. This rally was primarily driven by insider buying, including a CEO share purchase, and corporate stock repurchases, alongside renewed institutional confidence. The article assesses whether this presents an opportunity or a trap, noting the stock's current "Fairly Priced" valuation based on its moderate operating performance.
Union Pacific (UNP) is a Top Dividend Stock Right Now: Should You Buy?
Union Pacific (UNP) is highlighted as a top dividend stock, offering a current dividend yield of 2.11%, which is significantly higher than its industry average and the S&P 500. The company has a history of consistent dividend growth and a manageable payout ratio of 47%, with earnings expected to grow by 7.12% in 2026. This makes UNP an attractive option for income investors, especially given its Zacks Rank of #3 (Hold).
Is The Strong Multi Year Rally In Westinghouse Air Brake Technologies (WAB) Still Justified
This article analyzes Westinghouse Air Brake Technologies (WAB) to determine if its current stock price of US$253.79 is justified, given its significant multi-year rally. Through Discounted Cash Flow (DCF) analysis and Price-to-Earnings (P/E) ratio comparison, the stock appears overvalued by 38.7% according to the DCF model, with a P/E of 36.89x compared to an industry average of 29.89x and a proprietary Fair Ratio of 29.72x. The article encourages investors to use "Narratives" for personalized valuations, considering various factors like contract wins or market risks.
Krilogy Financial LLC Takes Position in Union Pacific Corporation $UNP
Krilogy Financial LLC has acquired a new stake in Union Pacific Corporation (NYSE:UNP) during the third quarter, purchasing 5,501 shares valued at approximately $1.196 million. This move is part of broader institutional interest, with major investors accumulating positions in the railroad operator. Despite a slight earnings miss in the last quarter, analysts maintain a "Moderate Buy" rating for Union Pacific, with an average target price of $258.32, and the company recently declared a quarterly dividend of $1.38 per share.
Union Pacific Corporation $UNP Position Boosted by Public Sector Pension Investment Board
The Public Sector Pension Investment Board significantly increased its stake in Union Pacific (UNP) during the third quarter, making the railroad operator its 23rd largest holding. Despite Union Pacific slightly missing Q3 earnings and revenue estimates, its profitability metrics remain strong, and the company announced a quarterly dividend. Analysts hold a "Moderate Buy" rating with an average price target of $258.32, following recent upgrades and reaffirmed buy ratings.
Union Pacific Corporation $UNP Shares Sold by Atria Investments Inc
Atria Investments Inc. reduced its stake in Union Pacific (NYSE:UNP) by 7.6% in the third quarter, selling 3,973 shares but still holding 48,052 shares valued at $11.36 million. Despite missing quarterly earnings estimates slightly, Union Pacific shows strong profitability and carries a "Moderate Buy" analyst consensus. The company declared a quarterly dividend of $1.38 per share, with institutional investors owning a significant portion of the stock.
Assessing Union Pacific (UNP) Valuation After Record US$1.2b Locomotive Modernization Deal
Union Pacific (UNP) recently signed a record US$1.2 billion locomotive modernization deal, bringing fresh attention to its valuation. While the stock's fair value of $264.42 suggests it's slightly undervalued at its current price of $262.81, its P/E ratio of 21.8x appears cautious compared to peers. Investors should consider potential risks like regulatory outcomes and freight demand, and further assess the company's long-term prospects.
Rail News - Rail supplier news from Wabtec, STV and AECOM. For Railroad Career Professionals
Wabtec has acquired Dellner Couplers, a Sweden-based company specializing in safety-critical train connection systems, to strengthen its passenger-rail systems portfolio. STV Inc. is supporting the expansion of Utah Transit Authority's FrontRunner commuter-rail system by leading the double-track design for two segments. AECOM, in a joint venture with WSP, has been selected to provide design services for the Sydney Metro West Line Wide Systems package in Australia.
Union Pacific Corporation Executives to Address Barclays 2026 Industrial Select Conference
Union Pacific Corporation executives, including CEO Jim Vena, CFO Jennifer Hamann, and EVP of Marketing & Sales Kenny Rocker, are scheduled to address the Barclays 2026 Industrial Select Conference on Wednesday, February 18, 2026, at 9:15 a.m. ET. A live webcast of their presentation will be available on the company's investor relations website, with an audio replay to follow. Union Pacific is a freight railroad company operating in 23 western states.
DUSL ETF: Trade the New Industrial Revolution in 2026
The Direxion Daily Industrials Bull 3X Shares (DUSL) ETF is presented as a potential short-term opportunity for traders to capitalize on the industrial sector's upside. The article highlights that industrials were a top-performing sector in January and are poised to benefit from the AI build-out, reshoring, and growth in aerospace & defense. DUSL offers 3x leverage to the sector, making it attractive for high-conviction traders aiming to amplify profits.
Union Pacific claims rival railroad delaying trains
Union Pacific (UP) has asked the Surface Transportation Board (STB) to investigate Canadian Pacific Kansas City (CPKC) for allegedly delaying UP-Norfolk Southern intermodal trains on the Meridian Speedway. UP claims that CPKC's reimposition of an 8,500-foot train length restriction has significantly increased dwell times for its eastbound intermodal trains. CPKC, however, disputes these claims, arguing that increased dwell times are due to UP's operational choices and that CPKC continues to handle trains efficiently.
How a combined UP-NS railroad would alter market dynamics
A proposed merger between Union Pacific (UP) and Norfolk Southern (NS) would create a massive transcontinental railroad network, raising concerns among some stakeholders about potential rate increases and the disruption of regional competitive balance. While critics fear it could stifle competition, UP and NS argue it would enhance competition against other railroads and trucks. The Surface Transportation Board rejected an initial application, prompting the railroads to fine-tune their proposal for resubmission.
