Union Pacific Option Alert: Aug 15 $265 Calls at the Bid: 1500 vs 22 OI

Union Pacific Option Alert: Aug 15 $265 Calls at the Bid: 1500 @ $9.25 vs 22 OI; Ref=$251.43

Union Pacific (NYSE:UNP) 株価情報

UNION PACIFIC CORP

Union Pacific

Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the US, Union Pacific generated $24 billion of revenue in 2024 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, fertilizers, and automotive goods. Union Pacific owns about one fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.

Union Pacific Corp

UNB Corp

UnipolSai SPA Az nom post raggruppamento

UNIPER SE UNSP/ADR by Uniper SE

Uniper SE

UNI-PRESIDENT C/H LTD ORD by Uni-President China Holdings Ltd.

Uni-President China Holdings Ltd

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer recommended buying BlackRock, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLK#NYSE">BLK</a>). &#8220;Long term, I think it's going to be a <a href="https://www.benzinga.com/quote/BLK/earnings">great position,&#8221; he added.</a>
Lending support to his choice, BlackRock reported a first-quarter adjusted EPS beat in April and announced that assets under management reached historic highs.
&#8220;We're not recommending stocks right now that are losing a lot of money because we think this could be a dicey environment,&#8221; Cramer said when asked about Tempus AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>).
On the earnings front, Tempus AI will report financial results for the first quarter on Tuesday, May 6.
Cramer said no to Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>), adding that the company reported a &#8220;bad couple of quarters.&#8221;
Supporting his view, Citigroup analyst Vikram Bagri, on April 17, downgraded the rating for Sunrun from Buy to Neutral and announced a $7 price target.
The Mad Money host said he likes ExlService Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXLS#NASDAQ">EXLS</a>), adding that it is &#8220;one of the fintech stocks that's been proving to be very solid.&#8221;
Lending support to his choice, ExlService Holdings posted better-than-expected earnings results for the first quarter on April 29.
Cramer said he wants to buy Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) right here as he likes this level.
On the earnings front, Union Pacific, on April 24, reported quarterly operating revenue of $6.027 billion, flat year-over-year, missing the consensus of $6.08 billion
Price Action:
<ul>
<li>BlackRock shares gained 0.2% to settle at $916.14 on Thursday.</li>
<li>Tempus AI shares rose 0.4% to close at $51.85 during the session.</li>
<li>Sunrun shares gained 4.4% to settle at $7.19 on Thursday.</li>
<li>ExlService shares fell 4.5% to close at $46.31.</li>
<li>Union Pacific shares fell 0.7% to settle at $214.08 on Thursday.</li>
</ul>
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Image: Shutterstock

EXLS

Jim Cramer: Sunrun Had 'Bad Couple Of Quarters,' ExlService Holdings Is 'Solid'

Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) has outperformed the market over the past 15 years by 1.47% on an annualized basis producing an average annual return of 12.27%. Currently, Union Pacific has a market capitalization of $127.24 billion. 
Buying $100 In UNP: If an investor had bought $100 of UNP stock 15 years ago, it would be worth $550.77 today based on a price of $212.96 for UNP at the time of writing.
<h3>Union Pacific's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745856912_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Trading Ideas

$100 Invested In This Stock 15 Years Ago Would Be Worth This Much Today

Stephens &amp; Co. analyst Daniel Imbro maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Overweight and lowers the price target from $275 to $255.

Price Target

Analyst Ratings

Stephens & Co. Maintains Overweight on Union Pacific, Lowers Price Target to $255

Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) reported worse-than-expected first-quarter <a href="https://www.benzinga.com/quote/unp/earnings">2025 results on Thursday</a>.
Union Pacific reported operating revenue of $6.027 billion, flat year-over-year, missing the consensus of $6.08 billion. Freight revenue was $5.691 billion, with Bulk up 1 % year over year, Industrial down 1%, and Premium up 5%. Revenue carloads were up 7%.
Earnings per share were $2.70 compared to $2.69 a year ago, below the consensus of $2.75.
&#8220;The team delivered a solid start to the year as we worked closely with our customers to meet their needs in an uncertain environment. Looking to the rest of 2025, we will continue to execute our strategy that emphasizes safety, service, and operational excellence. Building on a strong foundation with our record First Quarter operating performance, we are positioned to deliver,&#8221; commented Jim Vena, Union Pacific's Chief Executive Officer.
Union Pacific shares fell 1.4% to trade at $212.39 on Friday.
These analysts made changes to their price targets on Union Pacific following earnings announcement.
<ul>
<li>Barclays analyst Brandon Oglenski maintained Union Pacific with an Overweight rating and lowered the price target from $285 to $260.</li>
<li>Raymond James analyst Patrick Tyler Brown maintained the stock with a Strong Buy and cut the price target from $260 to $258.</li>
<li>Susquehanna analyst Bascome Majors maintained Union Pacific with a Neutral rating and lowered the price target from $255 to $245.</li>
</ul>
Considering buying UNP stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="590" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25130653/image-182-1024x590.png" alt="" class="wp-image-889354" style="width:571px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25130653/image-182-1024x590.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25130653/image-182-300x173.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25130653/image-182-768x443.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/25130653/image-182.png 1122w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Earnings

Markets

Union Pacific Analysts Cut Their Forecasts After Downbeat Results

Susquehanna analyst Bascome Majors maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Neutral and lowers the price target from $255 to $245.

Susquehanna Maintains Neutral on Union Pacific, Lowers Price Target to $245

Raymond James analyst Patrick Tyler Brown maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Strong Buy and lowers the price target from $260 to $258.

Raymond James Maintains Strong Buy on Union Pacific, Lowers Price Target to $258

Barclays analyst Brandon Oglenski maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Overweight and lowers the price target from $285 to $260.

Barclays Maintains Overweight on Union Pacific, Lowers Price Target to $260

U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade <a href="https://www.benzinga.com/markets">tensions boosts risk sentiment.</a>
Positive quarterly results and robust guidance from U.S. firms is fueling hopes the economy can weather the ongoing tariff headwinds and avoid a recession.
Meanwhile, signs of a potential thaw in the U.S.-China trade conflict emerged, with the White House reportedly considering exceptions for certain Chinese auto parts.
At midday trading in New York, the Nasdaq 100 surged 2.2%, climbing above the 19,000 mark for the first time in two weeks. The S&amp;P 500 advanced 1.5%, while the Dow Jones Industrial Average underperformed, rising 0.9%.
Technology stocks broadly outperformed, with strength concentrated in the Magnificent Seven and the semiconductor space.
Among major movers, ServiceNow Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>) soared 15% after reporting results that beat Wall Street expectations and issuing bullish forward guidance. In contrast, shares of International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) slumped 8% as the tech giant showed lower-than-expected non-GAAP earnings. 
In the consumer staples sector, Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) dropped more than 5% after missing revenue estimates.
Treasury yields continued to ease, with yields on the 10-year Treasury down 5 basis points to 4.33%. 
Gold rebounded modestly after suffering a 2.7% slide on Wednesday. Natural gas prices extended their losing streak, plunging 4.9% and heading for a tenth consecutive negative session. 
In the crypto market, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) eased 0.5% to trade at $93,300. 
<h2 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,095.73</td>
<td>2.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,456.36</td>
<td>1.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,943.95</td>
<td>1.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,944.47</td>
<td>0.9%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 1.5% up to $543.71.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $399.51.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rallied 2.1% to $464.72.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.5% to $193.08.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 3%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 0.8%.</li>
</ul>
<h2 class="wp-block-heading">Thursday&#8217;s Stock Movers</h2>
Stocks reacting to earnings included: 
<ul>
<li>Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>): up 0.6%</li>
<li>O'Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>): down 3.1%</li>
<li>Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>): up 0.7%</li>
<li>Molina Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>): down 6.4%</li>
<li>Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): up 6.0%</li>
<li>FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>): up 0.4%</li>
<li>ServiceNow, Inc. up 14.9%</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): up 5.5%</li>
<li>ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>): up 10.0%</li>
<li>Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>): up 3.6%</li>
<li>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>): down 7.6%</li>
<li>Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>): up 3.6%</li>
<li>Rollins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>): up 1.2%</li>
<li>United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>): up 8.9%</li>
<li>Tyler Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>): down 3.0%</li>
<li>Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>): up 7.1%</li>
<li>Las Vegas Sands Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>): up 5.2%</li>
<li>Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>): down 9.7%</li>
<li>American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>): up 2.3%</li>
<li>PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>): down 4.1%</li>
<li>CBRE Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>): up 2.5%</li>
<li>Entergy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): up 0.4%</li>
<li>The Procter &amp; Gamble Company: down 5.3%</li>
<li>Bristol-Myers Squibb Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>): down 0.2%</li>
<li>Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>): down 0.2%</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): down 1.8%</li>
<li>Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): down 5.3%</li>
<li>Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): up 2.1%</li>
<li>Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>): down 5.2%</li>
<li>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>): down 4.8%</li>
<li>Hasbro, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>): up 16.1%</li>
<li>CMS Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMS#NYSE">CMS</a>): up 2.3%</li>
<li>Xcel Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XEL#NASDAQ">XEL</a>): down 1.8%</li>
<li>CenterPoint Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNP#NYSE">CNP</a>): up 1.8%</li>
<li>LKQ Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LKQ#NASDAQ">LKQ</a>): down 10.7%</li>
<li>PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>): down 0.8%</li>
<li>Keurig Dr Pepper Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>): down 0.6%</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>): up 5.5%</li>
<li>Merck &amp; Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>): down 0.6%</li>
<li>Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>): down 0.4%</li>
<li>L3Harris Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): up 0.4%</li>
<li>Pool Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POOL#NASDAQ">POOL</a>): down 6.1%</li>
<li>Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>): up 1.8%</li>
<li>West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>): down 2.2%</li>
<li>Ameriprise Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMP#NYSE">AMP</a>): down 0.2%</li>
<li>Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>): down 16.4%</li>
<li>The Interpublic Group of Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IPG#NYSE">IPG</a>): up 3.4%</li>
<li>Allegion plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLE#NYSE">ALLE</a>): up 9.7%</li>
<li>Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>): down 3.1%</li>
</ul>
Stocks slated to report earnings after the bell include T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>), Eastman Chemical Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>), Principal Financial Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PFG#NASDAQ">PFG</a>), Physicians Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>), The Hartford Financial Services Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIG#NYSE">HIG</a>), Weyerhaeuser Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WY#NYSE">WY</a>), Republic Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Digital Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>), Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), Erie Indemnity Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIE#NASDAQ">ERIE</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Read also: 
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<li><a href="https://www.benzinga.com/25/04/44985682/apples-ai-delays-rising-cost-pressures-trigger-price-target-cut-from-bank-of-america">Apple AI Delays, Rising Cost Pressures Trigger Price Target Cut From Bank Of America</a></li>
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Photo: Shutterstock

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$BTC

ALLE

CBRE

CMCSA

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ERIE

GILD

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INTC

LRCX

NDAQ

ORLY

POOL

TMUS

TSCO

VRSN

Select Sector SPDR-Consumer Discretionary

Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?

Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) shares are trading lower after the company reported worse-than-expected <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44976046/union-pacific-reports-first-quarter-2025-results" rel="noreferrer noopener">first-quarter 2025 results</a>.
Union Pacific reported operating revenue of $6.027 billion, flat year-over-year, missing the consensus of $6.08 billion.
Despite 7% volume growth and strong core pricing, operating revenue stayed flat due to headwinds from the business mix, lower fuel surcharges, and leap-year impact.
Freight revenue was $5.691 billion, with Bulk up 1 % year over year, Industrial down 1%, and Premium up 5%. Revenue carloads were up 7%.
Earnings per share were $2.70 compared to $2.69 a year ago, below the consensus of $2.75.
The operating ratio held steady at 60.7%, as pricing gains offset a 90 bps drag from fuel and the leap year. Operating expenses remained flat, driven by productivity gains, and operating income was unchanged at $2.37 billion.
Union Pacific reported a first-quarter freight car velocity of 215 daily miles per car, +6% YoY, and a locomotive productivity of 136 gross ton-miles (GTMs) per horsepower day, which was a 1% improvement.
The average fuel price per gallon consumed declined by 11% year over year to $2.51. Union Pacific's quarterly workforce productivity improved by 9% to 1,091 car miles per employee.
Union Pacific's operating cash flow for the quarter totaled $2.21 billion, up from $2.12 billion a year ago. Free cash flow was $468 million.
"The team delivered a solid start to the year as we worked closely with our customers to meet their needs in an uncertain environment. Looking to the rest of 2025, we will continue to execute our strategy that emphasizes safety, service, and operational excellence. Building on a strong foundation with our record First Quarter operating performance, we are positioned to deliver," commented Jim Vena, Union Pacific&#8217;s Chief Executive Officer.
2025 Outlook affirmed: Union Pacific mentioned that volume faces pressure from the economic backdrop, coal demand, and challenging year-over-year international intermodal comparisons.
Pricing continues to support the operating ratio, and EPS growth aligns with the 3-year CAGR goal of high single digits to low double digits.
The company reaffirms its long-term strategy with a $3.4 billion capital plan, $4.0–$4.5 billion in share repurchases, and a focus on industry-leading efficiency and returns.
Price Action: Union Pacific shares are trading lower by 3.77% at $211.50 at the last check Thursday.
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Union Pacific's Volume Growth Offset By Fuel Costs, Unfavorable Business Mix

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Union Pacific shares are trading lower after the company reported Q1 financial results and missed its EPS and sales estimates.

Guidance

Union Pacific Affirms 2025 Outlook, Says 'Volume impacted by mixed economic backdrop, coal demand, and challenging year-over-year international intermodal comparisons'

Earnings Misses

Union Pacific Q1 EPS $2.70 Misses $2.75 Estimate, Sales $6.027B Miss $6.08B Estimate

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Earnings Scheduled For April 24, 2025

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Shares of companies in the broader industrial sector are trading higher amid overall market strength after President Trump said he had no intention of firing Fed Chair Powell. Additionally, Trump indicated the final tariff rate would be less than the current 145% but not 0%.

Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) is preparing to release its quarterly earnings on Thursday, 2025-04-24. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect Union Pacific to report an earnings per share (EPS) of $2.78.
The market awaits Union Pacific's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Overview of Past Earnings</h3>
During the last quarter, the company reported an EPS beat by $0.12, leading to a 0.29% increase in the share price on the subsequent day.
Here's a look at Union Pacific's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>2.79</td>
<td>2.78</td>
<td>2.71</td>
<td>2.52</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>2.91</td>
<td>2.75</td>
<td>2.74</td>
<td>2.69</td>
</tr>
<tr>
<td>Price Change %</td>
<td>0.0%</td>
<td>-0.0%</td>
<td>2.0%</td>
<td>-0.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745416985_0.png" alt="eps graph" />
<h3>Tracking Union Pacific's Stock Performance</h3>
Shares of Union Pacific were trading at $216.9 as of April 22. Over the last 52-week period, shares are down 8.21%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release. 
<h3>Analyst Insights on Union Pacific</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Union Pacific.
The consensus rating for Union Pacific is Buy, based on 15 analyst ratings. With an average one-year price target of $255.53, there's a potential 17.81% upside.
<h3>Peer Ratings Overview</h3>
The analysis below examines the analyst ratings and average 1-year price targets of Uber Technologies, CSX and Norfolk Southern, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Outperform trajectory for Uber Technologies, with an average 1-year price target of $87.39, suggesting a potential 59.71% downside.</li>
<li>Analysts currently favor an Outperform trajectory for CSX, with an average 1-year price target of $34.57, suggesting a potential 84.06% downside.</li>
<li>Analysts currently favor an Buy trajectory for Norfolk Southern, with an average 1-year price target of $272.86, suggesting a potential 25.8% upside.</li>
</ul>
<h3>Peer Metrics Summary</h3>
Within the peer analysis summary, vital metrics for Uber Technologies, CSX and Norfolk Southern are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Union Pacific</td>
<td>Buy</td>
<td>-0.62%</td>
<td>$2.81B</td>
<td>10.53%</td>
</tr>
<tr>
<td>Uber Technologies</td>
<td>Outperform</td>
<td>20.36%</td>
<td>$4.72B</td>
<td>37.88%</td>
</tr>
<tr>
<td>CSX</td>
<td>Outperform</td>
<td>-7.01%</td>
<td>$1.04B</td>
<td>5.24%</td>
</tr>
<tr>
<td>Norfolk Southern</td>
<td>Buy</td>
<td>-1.59%</td>
<td>$1.17B</td>
<td>5.21%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Union Pacific ranks at the top for Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth and at the bottom for Consensus rating.
<h3>Delving into Union Pacific's Background</h3>
Union Pacific Corp is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the us, Union Pacific generated $24 billion of revenue in 2024 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, fertilizers, and automotive goods. Union Pacific owns about one fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.
<h3>Unraveling the Financial Story of Union Pacific</h3>
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Revenue Challenges: Union Pacific's revenue growth over 3 months faced difficulties. As of 31 December, 2024, the company experienced a decline of approximately -0.62%. This indicates a decrease in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.
Net Margin: Union Pacific's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 28.79%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Union Pacific's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 10.53%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 2.6%, the company showcases effective utilization of assets.
Debt Management: Union Pacific's debt-to-equity ratio is below the industry average. With a ratio of 1.92, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<a href="https://www.benzinga.com/quote/UNP/earnings">To track all earnings releases for Union Pacific visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

An Overview of Union Pacific's Earnings

Union Pacific is pleased to announce members of the National Conference of Firemen and Oilers (NCFO) ratified a five-year agreement with Union Pacific Railroad.
 &nbsp;

National Conference Of Firemen And Oilers Ratifies 5-Yr Agreement With Union Pacific Railroad

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Shares of companies in the broader industrial sector are trading higher following US Treasury Secretary Scott Bessent's reported remarks about trade de-escalation with China.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Needham analyst Mike Matson upgraded the rating for Boston Scientific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>) from Hold to Buy and announced a $113 price target. Boston Scientific shares closed at $94.23 on Tuesday. <a href="https://www.benzinga.com/quote/BSX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Corey Tarlowe upgraded Grocery Outlet Holding Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GO#NASDAQ">GO</a>) from Hold to Buy and raised the price target from $13 to $18. Grocery Outlet shares closed at $13.90 on Tuesday. <a href="https://www.benzinga.com/quote/GO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>UBS analyst Douglas Harter upgraded the rating for UWM Holdings Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UWMC#NYSE">UWMC</a>) from Sell to Neutral but lowered the price target from $4.75 to $4.5. UWM Holdings shares closed at $4.59 on Tuesday. <a href="https://www.benzinga.com/quote/UWMC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wolfe Research analyst Timna Tanners upgraded Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>) from Peer Perform to Outperform and announced a $39 price target. Freeport-McMoRan shares closed at $33.37 on Tuesday. <a href="https://www.benzinga.com/quote/FCX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Redburn Atlantic analyst Oliver Holmes upgraded the rating for Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) from Neutral to Buy and announced a $259 price target. Union Pacific shares closed at $220.08 on Tuesday.  <a href="https://www.benzinga.com/quote/UNP/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying BSX stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="588" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16082615/image-6-1024x588.png" alt="" class="wp-image-874216" style="width:589px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16082615/image-6-1024x588.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16082615/image-6-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16082615/image-6-768x441.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/16082615/image-6.png 1075w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Upgrades

Pre-Market Outlook

UWMC

This Boston Scientific Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Redburn Atlantic analyst Oliver Holmes upgrades Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) from Neutral to Buy and announces $259 price target.

Redburn Atlantic Upgrades Union Pacific to Buy, Announces $259 Price Target

Stifel analyst Benjamin Nolan maintains Union Pacific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>) with a Buy and lowers the price target from $270 to $248.

Stifel Maintains Buy on Union Pacific, Lowers Price Target to $248

Press Releases

Union Pacific Corporation CFO Jennifer Hamann and Executive Vice President – Operations Eric Gehringer to Address the J.P. Morgan 2025 Industrials Conference

Union Pacific and National Conference of Firemen & Oilers Reach Tentative Agreement

Union Pacific Announces Appointment of Christina Conlin to Senior Vice President, Chief Legal Officer and Corporate Secretary

Union Pacific Corporation Announces First Quarter 2025 Earnings Release Date

Union Pacific and Jaguar Transport Holding LLC Primed for Growth in Kansas City

Union Pacific Railroad Announces Ratified Agreement with National Conference of Firemen & Oilers

Union Pacific Reports First Quarter 2025 Results

Union Pacific Celebrates Record Number of Companies for Safely Transporting Chemicals

Union Pacific Unveils Commemorative Lincoln Locomotive No. 1616 with First Trip Planned in May

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