TD Cowen highlights steady execution in Union Pacific ( UNP ) after Q4 results


Union Pacific Corporation (NYSE:UNP) is included among the 12 Best Stocks to Buy for the Long Term.

TD Cowen highlights steady execution in Union Pacific ( UNP ) after Q4 results
TD Cowen highlights steady execution in Union Pacific ( UNP ) after Q4 results

Photo of Vitaly Taranov activated unsplash

On January 28, TD Cowen cut its price target on Union Pacific Corporation (NYSE:UNP) to $255 from $257, maintaining a buy rating. The company updated its outlook after the company reported fourth-quarter results that reflected steady execution, with guidance largely in line with expectations.

Union Pacific reported fourth-quarter results on Jan. 27 that were slightly below analysts’ forecasts, as uneven freight demand and ongoing macroeconomic pressures weighed on performance. The results also come as regulators continue to review the company’s proposed acquisition of Norfolk Southern. Last year, Union Pacific announced an $85 billion bid for its smaller rival, a deal that would create the first coast-to-coast freight railroad in the US. The proposal has faced pushback from rail unions, which argue the merger could threaten jobs and lead to higher costs for shippers.

For the quarter ended Dec. 31, Union Pacific reported adjusted earnings of $2.86 per share, just below the $2.87 analysts were expecting, according to LSEG data. Operating income came in at $6.09 billion, also slightly below forecasts of $6.12 billion. Looking ahead, the company is targeting mid-single-digit earnings growth in 2026.

Union Pacific Corporation (NYSE: UNP) operates one of the largest rail networks in the US, reaching more than 23 states in the western two-thirds of the country and playing a key role in keeping the global supply chain moving.

While we recognize UNP’s potential as an investment, we believe some AI stocks offer greater upside potential and less downside risk. If you’re looking for an extremely undervalued AI stock that will also benefit significantly from Trump-era tariffs and the onshoring trend, check out our free report on the best short term AI stock.

READ THE FOLLOWING: 13 companies that have just started paying dividends i 14 high-yielding dividend stocks with sustainable payouts

Disclosure: no.



Source link

  • Related Posts

    Earnings call transcript: RTX Q1 2025 surprises with minimal losses

    Earnings call transcript: RTX Q1 2025 surprises with minimal losses Source link

    Fabrinet Q2 2026 results preview

    Fabrinet Q2 2026 results preview Source link

    Leave a Reply

    Your email address will not be published. Required fields are marked *