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This summary was created by AI, based on 6 opinions in the last 12 months.

Based on the reviews from different experts above, it is observed that Union Pacific Corp (UNP-N) is performing well in terms of revenue, cost control, and beating earnings. The acquisition of Kansas City by CP has been seen as a game changer for the company. The overall consensus is that it is a strong business for long-term investment, with a new CEO seen as good for the business. However, there is caution regarding a potential economic slowdown. The industry is viewed as attractive with defensive attributes, and rails are predicted to do well when the economy comes out of the slowdown.

Consensus
Mixed
Valuation
Fair Value
Similar
CNR, CNR-T
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Union Pacific Corp
Stockchase Research Editor: Michael O'Reilly

UNP is Warren Buffet's  2nd favorite railroad to own (he owns BNSF).  It has paid its dividend for 125 consecutive years.  It is prudently using some cash reserves to aggressively retire debt and buy back shares.  It trades at 9x earnings and supports a ROE of 45%.  The dividend is backed by a payout ratio of 50% of cash flow.  We recommend setting a stop-loss at $207, looking to achieve $268 -- upside potential over 17%.  Yield 2.2%

(Analysts’ price target is $267.82)
Transportation
BUY
Union Pacific Corp

They just reported: revenues beat though flat for the year, costs are under control, and they beat earnings. Total volumes were up, including fertilizer up 15%, and industrial chemicals 7%. Their report was better than CSX, though guidance was guarded and mixed, including a muted first half of 2024. It's good to buy now.

Transportation
WAIT
Union Pacific Corp

Great acquisition of Kansas City by CP was a game changer. CNR is the gold standard in North America. US is not in a recession yet, but if it does happen, all the rails will get cheaper. Don't settle for just a 1% differential from the historical average, when you might be able to get it 20% cheaper.

Transportation
BUY ON WEAKNESS
Union Pacific Corp

Performs well during strong economic environment.
Infrastructure spending in USA rising.
Union negotiations rising costs for company.
New CEO good for business.
Overall is a strong business for the long term investor.
Below $200/share a good place to buy.

Transportation
BUY
Union Pacific Corp

Owns shares in company.
Good exposure to US economy.
NEW CEO good for business.
Steady company that is safe investment.
Current share price a good place to buy.
Expecting new highs in share price in 2024/25.

Transportation
WAIT
Union Pacific Corp

Attractive industry with strong, defensive attributes. Wait. We're coming into a time when there's potential for the economy to weaken, with a big impact on the rails. His preference is CP.

Transportation
WEAK BUY
Union Pacific Corp

Great industry to be in with consolidation and pricing power. Environmentally friendly. Rails predict the economy. Numbers were down, so UNP anticipates deceleration in economy. All rails will do really well when we come out of the slowdown. He owns CNR.

Transportation
BUY ON WEAKNESS
Union Pacific Corp

The CEO has left, but the stock will lost alot of today's gain (on the news), but pounce on that. A great long-term play that he prefers CP.

Transportation
BUY
Union Pacific Corp
Also likes CSX and Northfolk Southern. At any given time, one is cheaper than the other. Can't decide, but you can't lose with the rails because they're all better now than before.
Transportation
BUY
Union Pacific Corp
There's a strong secular tailwind for agriculture as well as capital expenditure to produce greater efficiency. She'd be looking at automation, like Rockwell and Honeywell. Then, how do you move those goods? Look at Union Pacific. There are various ways to play the industrial sector as you move into 2023. She expects capex in private and public levels to pick up in 2023 in the U.S. but also globally even with a (shallow) recession. This is a long-term trend. You can also play this the ETF, GUNR,
Transportation
BUY
Union Pacific Corp
They report Thursday. He added to his shares. He's worried about weakness in the rails, but remains a big believer.
Transportation
BUY ON WEAKNESS
Union Pacific Corp
A transport, which does well during stronger economic times. Setting up for the future, not a bad buy here. He'd prefer to get it in the $180-190s. Shutdown in China has hurt, but this won't last. Globalization is waning, as the risks have become apparent. Will benefit from repatriation of business.
Transportation
HOLD
Union Pacific Corp
The strike will be resolved, but a strike is the last thing our fragile economy needs. You need the rails to transport all these materials. Remains a long-term hold.
Transportation
BUY
Union Pacific Corp
Q2 this year heard drumbeats of a recession, but that has since faded. This explains why transports didn't so do well earlier this year. Now, there are lesser fears of a recession. He expects a growth slowdown instead that will lead to expansion in 2023. So, he would own this stock as that activity expand.
Transportation
DON'T BUY
Union Pacific Corp
It reports Thursday. He's very worried about a slowdown in the rails business.
Transportation
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Union Pacific Corp(UNP-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for Union Pacific Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Union Pacific Corp(UNP-N) Frequently Asked Questions

What is Union Pacific Corp stock symbol?

Union Pacific Corp is a American stock, trading under the symbol UNP-N on the New York Stock Exchange (UNP). It is usually referred to as NYSE:UNP or UNP-N

Is Union Pacific Corp a buy or a sell?

In the last year, 3 stock analysts published opinions about UNP-N. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Union Pacific Corp.

Is Union Pacific Corp a good investment or a top pick?

Union Pacific Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Union Pacific Corp.

Why is Union Pacific Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Union Pacific Corp worth watching?

3 stock analysts on Stockchase covered Union Pacific Corp In the last year. It is a trending stock that is worth watching.

What is Union Pacific Corp stock price?

On 2024-06-13, Union Pacific Corp (UNP-N) stock closed at a price of $222.12.