-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將UNP的12個月目標價上調19美元至321美元，相當於2027年每股收益預期值的23.3倍，與同業平均預期市盈率23.3倍的水平一致，但高於UNP過去三年19.8倍的平均預期市盈率。我們將2026年每股盈餘預期調高0.06美元至12.66美元，2027年每股盈餘預期調高0.23美元至13.77美元。 UNP重申了其致力於在2027年前實現高個位數至低兩位數的每股收益複合年增長率，並保持行業領先的營運比率和投資資本回報率。該公司第一季營運和生產力指標均創歷史新高，包括最佳的終端停留時間（19.7小時）和機車生產力。儘管面臨燃油價格上漲的不利因素，管理層仍重申了2026年的業績指引，預計定價收益將超過通貨膨脹率。諾福克南方鐵路公司（Norfolk Southern）的合併案預計將於2027年第二季度獲得美國地面運輸委員會（STB）的批准，該合併案將打造美國首條橫貫大陸的鐵路，減少每日2400次交接班，並將1萬條線路改為單線運營。
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