Added to YB: 2026-03-20
Pitch date: 2026-01-30
UNP [bullish]
Union Pacific Corporation
+0.22%
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
$140.4B
Pitch Price
$233.67
Price Target
N/A
Dividend
2.33%
EV/EBITDA
13.41
P/E
19.75
EV/Sales
7.00
Sector
Ground Transportation
Category
special_situation
PM Capital Australian Companies Fund New Position: Union Pacific Corporation
UNP (new position): Largest US freight rail operator w/ West Coast-to-Chicago network. Owns rail infrastructure in perpetuity = unregulated pricing & oligopoly moat. Solid returns but slowed growth as PSR benefits fade. Catalyst: proposed Norfolk Southern merger creating 1st transcontinental US rail network → renewed volume growth & productivity gains.
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