Professional
Added to YB: 2025-10-14
Pitch date: 2025-09-30
UNP [bullish]
Union Pacific Corporation
+2.3%
current return
Author Info
No bio for this author
Company Info
Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States.
Market Cap
$139.7B
Pitch Price
$234.55
Price Target
N/A
Dividend
2.34%
EV/EBITDA
13.33
P/E
19.99
EV/Sales
6.99
Sector
Ground Transportation
Category
value
Oakmark Fund New Position: Union Pacific Corporation
UNP (new position): Largest, most profitable US Class I railroad w/ irreplaceable infrastructure & strong pricing power. Exceptional CEO Jim Vena driving operational improvements. Stock underperformed due to macro headwinds & Norfolk Southern merger uncertainty, creating buying opportunity at discount to intrinsic value. Compelling merger logic offers additional upside if approved.
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