Professional
Added to YB: 2026-03-18
Pitch date: 2026-01-23
UNP [bullish]
Union Pacific Corporation
+5.98%
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
$143.9B
Pitch Price
$228.66
Price Target
N/A
Dividend
2.28%
EV/EBITDA
13.68
P/E
20.24
EV/Sales
7.15
Sector
Ground Transportation
Category
value
Artisan Value Fund New Position: Union Pacific Corporation
UNP (new position): Largest US freight railroad w/ irreplaceable 52K-mile east-west network. PSR drove structural efficiency gains, mid-teens ROIC, strong FCF. Stock lagged on freight recession, weak intermodal volumes, Norfolk Southern merger uncertainty. Trades below historical P/E despite operational improvements & potential generational merger upside. Resilient balance sheet, manageable post-merger leverage.
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