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Insider Trading

Union Pacific Insider Sold Shares Worth $789,504, According to a Recent SEC Filing

Eric J Gehringer, Executive Vice President of Operations, on June 03, 2026, sold 2,991 shares in Union Pacific (UNP) for $789,504. Following the Form 4 filing with the SEC, Gehringer has control over a total of 56,074 common shares of the company, with 43,012 shares held directly and 13,063 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/100885/000010088526000176/xslF345X05/edgardoc.xmlPrice: $262.78, Change: $+0.65, Percent Change: +0.25%

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Wire

Norfolk Southern Names Brian Barr as Chief Operating Officer

Norfolk Southern (NSC) said Monday that Brian Barr has been named chief operating officer, effective immediately, succeeding John Orr, who will transition to special board advisor to support the closing of Union Pacific (UNP) merger.Barr has been with Norfolk Southern for two years leading the Mechanical department, the company saidNorfolk Southern shares were down 0.5% in Monday trading.Price: $303.06, Change: $-1.86, Percent Change: -0.61%

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Wire

Update: Union Pacific-Norfolk Southern Merger Review Paused by Federal Regulator

(Updates with Union Pacific and Norfolk Southern comments in the second and third paragraphs and stock prices in fourth paragraph.)The Surface Transportation Board said Thursday it was holding its review of Union Pacific's (UNP) proposed merger with Norfolk Southern (NSC) in abeyance, stating that it required more information and a ruling on a communications motion related to the proceedings.In a joint statement, both Union Pacific CEO Jim Vena and Norfolk Southern CEO Mark George reiterated the benefits of the proposed deal and said they would continue to work closely with the STB to provide the requested information."We are confident this merger will deliver more reliable and lower-cost transportation options for American businesses," Vena said. "We submitted a comprehensive, data-driven application backed by a detailed plan for seamless integration. We look forward to the opportunity to show the facts and demonstrate the benefits for our customers, employees and America."Union Pacific shares were 4.2% lower in Thursday trading, while Norfolk Southern was down 4.8%.Price: $268.53, Change: $-10.87, Percent Change: -3.89%

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Wire

Union Pacific-Norfolk Southern Merger Review Paused by Federal Regulator

The Surface Transportation Board said Thursday it was holding its review of Union Pacific's (UNP) proposed merger with Norfolk Southern in abeyance, stating that it requires more information and a ruling on a communications motion related to the proceedings.Union Pacific and Norfolk Southern didn't immediately reply to requests for comment from.Price: $265.96, Change: $-13.43, Percent Change: -4.81%

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Wire

Union Pacific-Norfolk Southern Merger Review Paused by Federal Regulator

Union Pacific-Norfolk Southern Merger Review Paused by Federal Regulator

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Mining & Metals

CN Says Union Pacific-Norfolk Southern Merger Fails To Address Competitive Harms

Canadian National Railway (CNR.TO, CNI) after the close Thursday said it is reviewing Union Pacific UNP) and Norfolk Southern's (NSC) amended merger application submitted to the Surface Transportation Board (STB) and will remain "actively engaged" in this process.According to a statement, the applicants have failed to "materially improve the amended application" in ways that address the competitive harms of the merger. They have not remedied the "significant competitive harms" posed by the merger, nor have they offered any meaningful competitive enhancements as required under the board's new rules, said CN, adding that "these failures should be fatal to the application"."Given the magnitude of this transaction, the board's authority to impose conditions that protect competition and the public interest must be paramount. If Union Pacific and Norfolk Southern have set a cost cap on the conditions they're willing to accept, that's their business decision and their risk. It is not a ceiling on the board's authority, and it doesn't limit what's required in the public interest," said Olivier Chouc, CN's chief legal officer.CN Rail shares closed up C$4.66 at C$152.57 on Toronto Stock Exchange.

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Insider Trading

Union Pacific Insider Sold Shares Worth $7,442,691, According to a Recent SEC Filing

Kenyatta G Rocker, Executive Vice President, Marketing and Sales, on April 24, 2026, sold 27,387 shares in Union Pacific (UNP) for $7,442,691. Following the Form 4 filing with the SEC, Rocker has control over a total of 64,792 common shares of the company, with 61,102 shares held directly and 3,690 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/100885/000010088526000158/xslF345X05/edgardoc.xmlPrice: $268.39, Change: $-0.52, Percent Change: -0.19%

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Insider Trading

Union Pacific Insider Sold Shares Worth $549,400, According to a Recent SEC Filing

Jennifer L Hamann, Chief Financial Officer & Executive Vice President, on April 24, 2026, sold 2,000 shares in Union Pacific (UNP) for $549,400. Following the Form 4 filing with the SEC, Hamann has control over a total of 120,329 common shares of the company, with 114,642 shares held directly and 5,687 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/100885/000010088526000159/xslF345X05/edgardoc.xmlPrice: $268.52, Change: $-0.39, Percent Change: -0.15%

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Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Union Pacific Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $19 to $321, or 23.3x our 2027 EPS estimate, in line with peers, which are trading at an average forward P/E of 23.3x but a premium to UNP's average forward P/E during the last three years of 19.8x. We raise our 2026 EPS estimate by $0.06 to $12.66 and 2027 by $0.23 to $13.77. UNP reaffirmed its commitment to attaining a high-single-digit to low-double-digit EPS CAGR through 2027 with industry-leading operating ratio and return on invested capital. The company achieved record Q1 operating and productivity metrics, including best-ever terminal dwell (19.7 hours) and locomotive productivity. Management affirmed 2026 guidance despite fuel price headwinds, expecting pricing dollars to exceed inflation. The pending Norfolk Southern merger, targeting Q2 2027 STB approval, would create America's first transcontinental railroad, eliminating 2,400 daily handoffs and converting 10,000 lanes to single-line service.

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Wire

Union Pacific's Sustainable Underlying Operating Metrics in Q1 to Drive Upside to Guidance, RBC Says

Union Pacific (UNP) showcased robust underlying operating metrics in Q1, which are sustainable and could complement better volume outlook to drive further upside to guidance, RBC Capital Markets said in a research report emailed Friday.While deal expectations will be a factor influencing share performance, construction was added as a new growth driver while automotive moved to neutral from negative amid a potentially improving freight environment, analysts wrote.Q1 earnings beat was driven by volume and margin trends, while inline revenue could be attributed to core pricing gains and higher fuel surcharge revenue, according to the note.The brokerage said it maintained its outperform rating on the stock and boosted its price target to $289 per share from $273.Price: $272.04, Change: $+0.78, Percent Change: +0.29%

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Wire

Evercore ISI Adjusts Price Target on Union Pacific to $277 From $262, Maintains Outperform Rating

Union Pacific (UNP) has an average rating of overweight and mean price target of $289.95, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $269.49, Change: $-1.77, Percent Change: -0.65%

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Wire

UBS Adjusts Price Target on Union Pacific to $274 From $253, Maintains Neutral Rating

Union Pacific (UNP) has an average rating of overweight and mean price target of $289.95, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $269.66, Change: $-1.60, Percent Change: -0.59%

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US Markets

CSX Turnaround Largely Reflected in Stock Valuation, Morgan Stanley Says in Downgrade

CSX's (CSX) turnaround efforts are going well, but they are largely reflected in the stock's valuation, Morgan Stanley said in a note e-mailed Thursday.Late Wednesday, the rail-based freight transportation supplier reported stronger-than-expected first-quarter earnings, while its revenue fell just short of Wall Street's projections. The company achieved the results as it advanced its efforts to improve efficiency and streamline cost structure, Chief Executive Steve Angel said on an earnings conference call, according to a FactSet transcript."Execution under new CEO Angel is progressing well, with productivity gains, improving efficiency, and a sizable project pipeline supporting volume growth into the cycle," Morgan Stanley said in a note to clients. "However, we believe this turnaround is now largely reflected in both estimates and the stock."The brokerage downgraded its rating on the CSX stock to underweight from equal-weight while keeping its price target at $30.CSX shares were up 7% in Thursday late-afternoon trade, bringing its year-to-date gains to 27%.Although the company's recovery is going well, the stock has run "too far, too fast," Morgan Stanley said. "Without incremental positive surprises, we see downside risk, particularly as expectations build and competition from truck intensifies deeper into the cycle."The brokerage said it sees any "tangible" merger and acquisition developments as unlikely before late next year, limiting the company's relevance in the near term."We will closely track the pace of productivity gains and pipeline conversion, but we also see truck competition intensifying (versus) rail as we push deeper into the upcycle and better risk-reward at other rails," Morgan Stanley said.Railroad operator Union Pacific (UNP) affirmed its full-year earnings outlook Thursday, while its first-quarter bottom-line topped the Street's estimates.Price: $45.95, Change: $+2.77, Percent Change: +6.40%

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Wire

Update: Union Pacific Shares Rise After Q1 Earnings Beat

(Updates with the latest stock movement in the headline and the first paragraph.)Union Pacific (UNP) shares rose 7.6% in Thursday trading after the company reported a Q1 earnings beat and higher revenue than a year earlier.The company reported Q1 earnings of $2.87 per diluted share, compared with $2.70 a year earlier.Analysts surveyed by FactSet expected $2.84.Total operating revenue for the quarter ended March 31 was $6.22 billion, compared with $6.03 billion a year earlier.Analysts surveyed by FactSet expected $6.23 billion.The company said it continues to expect mid-single-digit earnings per share growth for full-year 2026.Price: $268.46, Change: $+19.06, Percent Change: +7.64%

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Wire

Barclays Adjusts Price Target on Union Pacific to $315 From $285, Maintains Overweight Rating

Union Pacific (UNP) has an average rating of overweight and mean price target of $275.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $268.37, Change: $+18.97, Percent Change: +7.61%

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US Markets

Union Pacific Affirms Full-Year Earnings Guidance Following First-Quarter EPS Beat

Union Pacific (UNP) affirmed its full-year earnings outlook, while its first-quarter bottom-line topped Wall Street's estimates, sending the railroad operator's shares higher Thursday.The company said it continues to expect per-share earnings growth of mid-single digit this year."Beyond 2026, we remain committed to attaining our three-year (compound annual growth rate) target of high-single-digit to low-double-digit EPS growth throughout 2027," Chief Financial Officer Jennifer Hamann said on an earnings conference call Thursday, according to a FactSet transcript.Union Pacific expects full-year coal results to be "positive," despite current natural gas pricing, Kenyatta Rocker, executive vice president of marketing and sales, said on the call. Improving export demand to China, along with sustained momentum into Mexico, places the company's grain business "well" to support growth, Rocker added.First-quarter EPS rose to $2.87 from $2.70 a year earlier, exceeding the FactSet-polled consensus of $2.84. Operating revenue increased 3% to $6.22 billion, just shy of the Street's $6.23 billion views.The company's stock was up 7.1% in Thursday late-afternoon trade, extending its year-to-date gains to 16%.First-quarter freight revenue for the bulk segment advanced 10% year over year to $2.03 billion, led by a 17% jump in coal and renewables. Industrial revenue increased 5% to $2.19 billion."Our first-quarter business mix was positive, although not as favorable as we might have expected, due to the higher volume in our lower average revenue per car businesses, such as coal and rock, combined with lower volume on some of the higher (average revenue per car) businesses, such as food and refrigerated and forest products," Hamann told analysts.Revenue for the premium segment, which covers intermodal and automotive, declined 5% to $1.68 billion for the quarter."As expected, lower West Coast imports and customer shifts had a drag on international intermodal volumes, which decline 28% versus last year," Rocker told analysts.Price: $267.94, Change: $+18.54, Percent Change: +7.43%

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Commodities

Exchange-Traded Funds, Equity Futures Lower Pre-Bell Thursday Amid Stalled US-Iran Talks

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively traded Invesco QQQ Trust (QQQ) was 0.2% lower in Thursday's premarket activity as talks between the US and Iran stalled amid a continued blockage of the Strait of Hormuz.US stock futures were also lower, with S&P 500 Index futures down 0.4%, Dow Jones Industrial Average futures slipping 0.6%, and Nasdaq futures retreating 0.4% before the start of regular trading.US initial jobless claims totaled 214,000, compared with expectations of 210,000 and a prior reading of 208,000.The Chicago Federal Reserve Bank's monthly National Activity Index fell to a reading of minus 0.20 in March from 0.03 in February, compared with expectations for a smaller decrease to minus 0.13 in survey of analysts compiled by Bloomberg as of 7:35 am ET.S&P Global flash estimates of manufacturing and services conditions for April will be released at 9:45 am ET, followed by weekly natural gas stocks at 10:30 am ET.The Kansas City Fed's manufacturing reading for April will be released at 11 am ET.In premarket activity, bitcoin was down by 1.6%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 1.7% lower, Ether ETF (EETH) retreated by 3.3%, and Bitcoin & Ether Market Cap Weight ETF (BETH) declined by 0.02%.Power Play:EnergyThe iShares US Energy ETF (IYE) gained 0.03%, while the State Street Energy Select Sector SPDR ETF (XLE) was up by 0.4%.Helix Energy Solutions (HLX) stock was up more than 8% before the opening bell after the company agreed to merge with Hornbeck Offshore Services in an all-stock deal to form an integrated offshore services company.Winners and Losers:Health CareThe State Street Health Care Select Sector SPDR ETF (XLV) retreated by 0.04%, the Vanguard Health Care Index Fund (VHT) was down 0.3%, while the iShares US Healthcare ETF (IYH) was inactive. The iShares Biotechnology ETF (IBB) declined by 1.2%.Sanofi (SNY) stock was up more than 3% premarket after the company reported higher Q1 adjusted earnings and sales.FinancialThe State Street Financial Select Sector SPDR ETF (XLF) advanced 0.2%. Direxion Daily Financial Bull 3X Shares (FAS) was up 0.4%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.1% lower.KB Financial Group (KB) shares were up more than 2% pre-bell after the company reported higher Q1 earnings and revenue.IndustrialThe State Street Industrial Select Sector SPDR ETF (XLI) advanced 0.04%, while the Vanguard Industrials Index Fund (VIS) gained 0.7% and the iShares US Industrials ETF (IYJ) was down 0.4%.Union Pacific (UNP) stock was up more than 2% before the opening bell after the company reported Q1 earnings and operating revenue.ConsumerThe State Street Consumer Staples Select Sector SPDR ETF (XLP) was up 0.1% and the Vanguard Consumer Staples Index Fund ETF Shares (VDC) was down 0.3%. The iShares US Consumer Staples ETF (IYK) was inactive. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) lost 0.5%. The VanEck Retail ETF (RTH) and the State Street SPDR S&P Retail ETF (XRT) were inactive.Tesla (TSLA) shares were down more than 2% pre-bell after the company overnight reported Q1 results, with investors focused on its outsized capital expenditure outlook.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) advanced by 0.4%, and the iShares US Technology ETF (IYW) was flat, while the iShares Expanded Tech Sector ETF (IGM) was down 0.9%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) was 0.04% higher, while the iShares Semiconductor ETF (SOXX) rose by 0.9%.Intel (INTC) shares were up more than 1% in Thursday's premarket activity after Tesla (TSLA) Chief Executive Elon Musk said he intends to use Intel's upcoming 14A process to make chips at its Terafab advanced artificial intelligence project in Austin, Texas.CommoditiesFront-month US West Texas Intermediate crude oil advanced by 0.2% to $93.17 per barrel on the New York Mercantile Exchange. Natural gas gained by 0.1% to reach $2.73 per 1 million British Thermal Units. The United States Oil Fund (USO) increased by 0.1%, while the United States Natural Gas Fund (UNG) was 0.4% lower.Gold futures for May were down by 0.4% at $4,734.40 an ounce on the Comex. Silver futures retreated by 3.1% to $76.11 an ounce. SPDR Gold Shares (GLD) was 0.3% lower, and the iShares Silver Trust (SLV) fell by 1.8%.

Dow JonesNasdaq CompositeS&P 500$BETH$BITO$EEM$EETH$EXI$FAS$FAZ$GLD$HLX$IBB$IGM$IGV$INTC$IPK$IVV$IWM$IYE$IYH$IYJ$IYK$IYW$KB$PMR$QQQ$RTH$SLV$SNY$SOXX$SPY$TSLA$UNG$UNP$USO$VDC$VHT$VIS$XLE$XLF$XLI$XLK$XLP$XLV$XLY$XRT$XSD
Research

Research Alert: Union Pacific Posts Q1 Eps Beat On Pricing Strength And Operational Gains

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Union Pacific reported Q1 adjusted EPS of $2.93, up 8.5% Y/Y and beat consensus by $0.07, while revenue rose 3% to $6.217B despite carloads declining 1% to 2.083M units. The results demonstrate UNP's ability to drive earnings growth through pricing discipline and operational efficiency. Record operational metrics, including 11% improvement in terminal dwell and 9% increase in freight car velocity, validate our positive view on UNP's technology investments translating into efficiency gains. Management maintained 2026 guidance for mid-single-digit EPS growth and approximately $3.3B in capital expenditures. Segment performance showed divergent trends with Bulk revenue up 10% led by strong coal demand, while Premium declined 5% on continued intermodal weakness. FCF rebounded 35% Y/Y to $631M reflecting improved operational performance. We think the Norfolk Southern merger remains a key catalyst as the company advances through the regulatory process.

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US Markets

Stocks Fall Pre-Bell as US-Iran Peace Talks Stall; Traders Parse Tesla's Results

US equity futures were tracking in the red on Thursday, with no apparent signs of progress in peace talks between the US and Iran, while traders digest Tesla's (TSLA) latest financial results.The S&P 500 and the Nasdaq declined 0.6% each in premarket activity, while the Dow Jones Industrial Average was off 0.7%. The indexes finished Wednesday trading in the green, with the S&P 500 and the Nasdaq hitting record highs after a two-day losing streak.Washington and Tehran have so far failed to meet for a reported fresh round of negotiations this week, with Iran continuing its blockade of the Strait of Hormuz. US Vice President JD Vance called off his trip to Pakistan for the talks after Iran reportedly declined to participate.President Donald Trump extended a ceasefire with Iran earlier in the week, though he said the naval blockade of Iranian ports would continue. Iran's Islamic Revolutionary Guard Corps on Wednesday reportedly announced the seizure of two tankers attempting to cross the Strait of Hormuz.West Texas Intermediate crude oil rose 1.8% to $94.60 a barrel before the open, while Brent gained 1.7% to $103.59."Oil prices continue to whipsaw as traders respond to a confusing and often contradictory flow of headlines, underscoring the deep mistrust between Tehran and Washington," Saxo Bank Head of Commodity Strategy Ole Hansen said in a report on Wednesday.Shares of Tesla (TSLA) decreased 3.3% pre-bell even though the electric vehicle manufacturer reported stronger-than-expected first-quarter results. The company expects capital expenditures of more than $25 billion for 2026, resulting in negative free cash flow for the rest of the year, Chief Financial Officer Vaibhav Taneja said during a late Wednesday conference call, according to a FactSet transcript."Tesla is morphing into a physical (artificial intelligence) stalwart," Wedbush Securities said in a Thursday client note. "The path is here and it requires more (capital expenditure)."ServiceNow (NOW) dropped 13% while International Business Machines (IBM) fell 7.1% following their latest quarterly results. Taiwan Semiconductor Manufacturing's (TSM) US-listed stock was down 1.4%.American Express (AXP), Thermo Fisher Scientific (TMO), Union Pacific (UNP), Honeywell International (HON), Lockheed Martin (LMT), Comcast (CMCSA), Infosys (INFY) and Keurig Dr Pepper (KDP) report their earnings before the bell, among others. Intel (INTC) is scheduled to release its results after the markets close.Thursday's economic calendar has the weekly jobless claims bulletin at 8:30 am ET, along with the Chicago Fed national activity index for March. The S&P Global's (SPGI) flash purchasing managers' index for April is out at 9:45 am, followed by the Kansas City Fed manufacturing index for the same month at 11 am.Treasury yields were moving upwards in premarket action, with the two-year rate advancing 2.5 basis points to 3.82% and the 10-year rate adding 2.7 basis points to 4.32%.Gold declined 1% to $4,707 per troy ounce, while bitcoin retreated 1.8% to $77,473.

Dow JonesNasdaq CompositeS&P 500$AXP$CMCSA$HON$IBM$INFY$INTC$KDP$LMT$NOW$SPGI$TMO$TSLA$UNP
Wire

Susquehanna Adjusts Price Target on Union Pacific to $290 From $285, Maintains Positive Rating

Union Pacific (UNP) has an average rating of overweight and mean price target of $275.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $254.53, Change: $+3.28, Percent Change: +1.31%

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