Latest news with #UnionPacificCorporation
Business Wire
03-06-2025
- Business
- Business Wire
Union Pacific Corporation CEO Jim Vena and CFO Jennifer Hamann to Address the 2025 Wells Fargo Industrials & Materials Conference
OMAHA, Neb.--(BUSINESS WIRE)--Jim Vena, chief executive officer, and Jennifer Hamann, executive vice president and chief financial officer, of Union Pacific Corporation (NYSE: UNP) will address the 2025 Wells Fargo Industrials & Materials Conference on Tuesday, June 10, 2025, at 10:30 a.m. ET. A live webcast of the presentation will be available in the investor relations section of Union Pacific's website at A replay of the audio webcast will be available shortly thereafter. ABOUT UNION PACIFIC Union Pacific (NYSE: UNP) delivers the goods families and businesses use every day with safe, reliable and efficient service. Operating in 23 western states, the company connects its customers and communities to the global economy. Trains are the most environmentally responsible way to move freight, helping Union Pacific protect future generations. More information about Union Pacific is available at
Yahoo
13-05-2025
- Business
- Yahoo
Union Pacific Corporation (UNP): A Bull Case Theory
We came across a bullish thesis on Union Pacific Corporation (UNP) on Substack by Peter Thomason. In this article, we will summarize the bulls' thesis on UNP. Union Pacific Corporation (UNP)'s share was trading at $216.84 as of May 8th. UNP's trailing and forward P/E were 19.54 and 18.55 respectively according to Yahoo Finance. A slow moving freight train, revealing the importance of railway equipment. Union Pacific Corp represents a long-term, resilient investment opportunity rooted in the structural advantages of the railroad industry. Railroads offer the most cost-effective and carbon-efficient means of transporting goods over long distances, especially when compared to trucks and airplanes. While large cargo ships are cheaper, their use is limited to water-accessible routes, leaving railroads as the most viable and indispensable inland freight solution. The North American rail market is an oligopoly dominated by just seven major players across the U.S., Mexico, and Canada. Once a railroad operator establishes its extensive network of tracks, it essentially secures a monopoly over the transportation corridors it serves. This creates significant barriers to entry, as it is economically irrational for competitors to build parallel infrastructure due to the risk of overcapacity and mutually damaging price wars. Regulatory hurdles and the immense capital required to scale further deter new entrants. As a result, Union Pacific and its peers operate in a protected environment with durable pricing power and dependable cash flows. Although the returns on capital are solid rather than spectacular, the predictable nature of the business, limited competition, and high operational leverage ensure Union Pacific remains a vital and attractive investment for the long haul. Union Pacific Corporation (UNP) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 93 hedge fund portfolios held UNP at the end of the fourth quarter which was 78 in the previous quarter. While we acknowledge the risk and potential of UNP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than UNP but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12-05-2025
- Business
- Yahoo
Jim Cramer on Union Pacific (UNP): Will His Pyramid Strategy Pay Off?
We recently published a list of . In this article, we are going to take a look at where Union Pacific Corporation (NYSE:UNP) stands against other stocks that Jim Cramer discussed. The optimism over US-China trade talks is increasing as the US Treasury Secretary is set to meet China's trade negotiator in Switzerland later this week. In a latest program on CNBC, Jim Cramer expressed his renewed optimism for major tech stocks and said the negative market sentiment about these companies was weakened after the latest quarterly reports. 'Sometimes you forget why you ever liked something in the first place. Take the super stocks, the hyperscalers, the tech titans—I don't care whatever you want to call them. These stocks all got lumped together because of their size, their gigantic market caps that dwarf the rest of the market, and then they lost their juice,' Cramer said. 'It's their scale, their smarts, their moats, their balance sheets, and their sensational products.' Jim Cramer also talked about the latest data in company reports that shows the demand for data centers remains strong. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks Jim Cramer recently talked about during his programs on CNBC. With each stock, we mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 78 Jim Cramer in a latest program on CNBC talked about Union Pacific Corporation (NYSE:UNP). Here is what he said: 'Okay, people feel that this stock is right in the crosshairs of the tariffs, that they're going to hurt, get hurt more than anybody else. I want to buy the stock right here at 214. I would start buying. The next buy would be at 204, then maybe get some at 194. Build a good basis, start with small and build up in a pyramid. That's what I feel about Union Pacific Corp (NYSE:UNP). I'm looking at it myself. I like this level.' Diamond Hill Large Cap Concentrated Fund stated the following regarding Union Pacific Corporation (NYSE:UNP) in its Q4 2024 investor letter: 'Other bottom Q4 contributors included Extra Space Storage, Texas Instruments and Union Pacific Corporation (NYSE:UNP). Railroad operator Union Pacific saw muted volume growth in the quarter. Further, investors are contemplating the possibility higher tariffs on goods coming from Mexico could weigh on Union Pacific's business, which handles a large share of border crossings.' Overall, UNP ranks 6th on our list of stocks that Jim Cramer discussed. While we acknowledge the potential of UNP, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than UNP but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
07-05-2025
- Business
- Business Wire
Union Pacific Corporation CEO Jim Vena and CFO Jennifer Hamann to Address the Bank of America's 2025 Industrials, Transportation & Airlines Conference
OMAHA, Neb.--(BUSINESS WIRE)--Jim Vena, chief executive officer, and Jennifer Hamann, executive vice president and chief financial officer, of Union Pacific Corporation (NYSE: UNP) will address the Bank of America's 2025 Industrials, Transportation & Airlines Conference on Wednesday, May 14, 2025, at 9:30 a.m. ET. A live webcast of the presentation will be available in the investor relations section of Union Pacific's website at A replay of the audio webcast will be available shortly thereafter. ABOUT UNION PACIFIC Union Pacific (NYSE: UNP) delivers the goods families and businesses use every day with safe, reliable and efficient service. Operating in 23 western states, the company connects its customers and communities to the global economy. Trains are the most environmentally responsible way to move freight, helping Union Pacific protect future generations. More information about Union Pacific is available at
Yahoo
07-05-2025
- Business
- Yahoo
Jim Cramer Recommends Union Pacific (UNP): 'Start Buying, Pyramid Down'
We recently published a list of Jim Cramer's Thoughts on These 13 Stocks. In this article, we are going to take a look at where Union Pacific Corporation (NYSE:UNP) stands against other stocks that Jim Cramer discussed. On Thursday's episode of Mad Money, Jim Cramer voiced his exasperation over the skepticism surrounding AI infrastructure as he stated that it was never backed by solid evidence to begin with. He expressed frustration that so many investors had been misled into believing that the AI infrastructure boom had somehow stalled. 'Earnings season, it's a pain in the neck. It's convoluted stuff coming at you from all different directions. Loss of sleep, just a total time suck and I love it. I love it because it clears things up. The false narratives are exposed. You can go back to playing offense, not defense. And few false narratives have gone as far as this story about the end of data center spending.' READ ALSO: 8 Stocks on Jim Cramer's Radar Recently and Jim Cramer Listed 20 Best Performing Stocks of the Last 20 Years According to Cramer, the story took root back on January 27th, 'DeepSeek Monday,' when a Chinese company said that they developed a generative AI model requiring significantly fewer computing resources than industry leaders. He added: 'All the previously red-hot AI infrastructure stocks were immediately crushed. You know what? They never really recovered.' Cramer questioned how the doubt could have been spread so easily. He pointed to the media's role and wondered whether reporters asked the right questions or enough questions at all. He criticized the consistent spotlight given to bearish voices, many of whom had clear financial motives. As per Cramer, some of these commentators failed to disclose that they had short positions across the AI sector. He accused them of putting profits ahead of facts as he noted that too much money was at stake for them to let reality interfere with their narrative. He added: 'I know it may be hard to believe that huge companies with tens of billions of dollars to spend actually keep funneling that money to the data center suppliers… but that's exactly what's happening, and I think it's not too late to own a lot of the members of the complex. Even as I expect that if we wait a few days, the bears will be out again… They just can't stop trying to make money at your expense.' Our Methodology For this article, we compiled a list of 13 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on April 30 and May 1. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds.
