Today
+2.22%
5 Days
-6.81%
1 Month
-9.55%
6 Months
+1.69%
Year to Date
-9.85%
1 Year
+9.94%
• Union Pacific valuation declined due to slowing North American manufacturing and retail sales. • Rising labor and maintenance costs are compressing the company's overall operating margins. • Increased regulatory oversight and potential mandates create uncertainty regarding future pricing power.
• Norfolk Southern shares rose after quarterly earnings exceeded consensus revenue and profit estimates. • Operational efficiency improvements and modernized scheduling led to significant company margin expansion. • Brokerage firms raised price targets citing improved profitability and strong free cash flow.
• CSX second-quarter earnings exceeded analyst expectations for revenue and profitability. • Improved freight volumes and efficient cost-containment measures boosted the operating ratio. • Brokerage firms raised price targets following positive guidance and stabilized fuel prices.
• Union Pacific's second-quarter earnings beat revenue and earnings expectations. • Operating efficiency improved through cost management and strategic operational initiatives. • Positive volume growth and strong free cash flow support optimistic analyst guidance.
• Union Pacific reported improved operating efficiency and higher intermodal volumes this quarter. • Analysts raised price targets following successful implementation of precision scheduled railroading initiatives. • The company recorded $24.51 billion in annual revenue and $7.14 billion in profit.
• Federal Reserve hawkishness and potential rate hikes increase borrowing costs for Union Pacific. • Regulatory uncertainty surrounds Union Pacific's proposed merger with Norfolk Southern amid pending reviews. • Capacity constraints and operational friction may increase expenses and pressure near-term profit margins.


| Shareholders | Proportion |
|---|---|
| BlackRock Institutional Trust Company, N.A. | 7.95% |
| PRIMECAP Management Company | 7.41% |
| Vanguard Capital Management, LLC | 4.43% |
| Vanguard Portfolio Management, LLC | 4.29% |
| Shareholder Types | Proportion |
|---|---|
| Investment Advisor | 35.34% |
| Investment Advisor/Hedge Fund | 15.23% |
| Hedge Fund | 14.99% |
| Research Firm | 3.51% |
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