Union Pacific Stock Price, News & Analysis

Union Pacific (NYSE: UNP) executives Jim Vena, chief executive officer, and Jennifer Hamann, executive vice president and chief financial officer, will speak at the Baird 2025 Global Industrial Conference on Tuesday, Nov. 11, 2025 at 2:45 p.m. ET.

A live webcast of the presentation will be available in the investor relations section of Union Pacific's website at https://investor.unionpacific.com, and an audio replay will be posted shortly after the event.

Union Pacific (NYSE: UNP) reported third quarter 2025 net income of $1.8 billion and diluted EPS of $3.01 (adjusted diluted EPS $3.08). Operating revenue was $6.2 billion, up 3%, with freight revenue excluding fuel surcharge up 4%. Reported operating ratio was 59.2% and adjusted operating ratio was 58.5%. Results included $41 million of merger costs.

The company highlighted record operational metrics (freight car velocity, locomotive productivity, terminal dwell, train length, workforce productivity, fuel consumption) and reaffirmed investor-day targets: capital plan of $3.4 billion, continued cash generation, and a 3% dividend increase. Share repurchases are paused pending the Norfolk Southern merger and regulatory approval.

Union Pacific (NYSE: UNP) will release its third-quarter 2025 financial and operating results on Thursday, October 23, 2025 at 7:45 a.m. ET. Management will host a conference call and live webcast at 8:45 a.m. ET. Investors can join via teleconference at 877-407-8293 (U.S.) or 201-689-8349 (international). A live webcast and presentation materials will be available in the investor relations section at https://investor.unionpacific.com/. An audio replay of the webcast will be available shortly after the event.

Union Pacific (NYSE:UNP) announced on October 13, 2025 that its Community Ties Giving Program awarded more than $4 million in local grants to 430 nonprofit organizations across its 23-state network.

Grants range from $5,000 to $30,000 and fund initiatives aligned with the company’s giving priorities: safety, workforce development, community vitality, and environmental sustainability. The awards are intended to support youth development, job training, public safety, and environmental stewardship in towns where Union Pacific employees live and work. The annual application process opens each April, and program details are available at up.com/CommunityTies.

Union Pacific (NYSE:UNP) has scheduled its third quarter 2025 financial and operating results announcement for October 23, 2025 at 7:45 a.m. ET. The company will host a conference call and webcast at 8:45 a.m. ET the same day.

Investors can join via teleconference using the numbers 877-407-8293 (domestic) or 201-689-8349 (international). The presentation and materials will be accessible through Union Pacific's investor relations website, with a replay available afterward.

Union Pacific (NYSE:UNP) and SMART-TD, America's largest railroad union, have reached a historic agreement regarding job protection in the context of Union Pacific's proposed merger with Norfolk Southern. The landmark deal provides lifetime job security for SMART-TD members working in train and yardmaster service, protecting them from involuntary furloughs resulting from the merger.

The agreement represents an unprecedented guarantee in American railroading history, with SMART-TD officially announcing its support for the proposed Union Pacific-Norfolk Southern merger. The deal will be presented to the Surface Transportation Board in Docket No. 36873 as a model for protecting workers while advancing the industry.

Union Pacific (NYSE:UNP) announced that its historic Big Boy No. 4014, the world's largest operating steam locomotive, will make a special journey between Wyoming and Colorado from September 30 to October 1, 2025. The locomotive will make whistle-stops in Greeley and Eaton, Colorado, departing from Cheyenne, Wyoming.

CEO Jim Vena emphasized the Big Boy's significance as a symbol of Union Pacific's heritage of strength and innovation. The locomotive is the only operational unit among eight surviving Big Boys from the original 25 built during World War II. Following this excursion, Big Boy is scheduled for a special journey in 2026 to commemorate America's 250th birthday.

Union Pacific (NYSE: UNP) and Norfolk Southern (NYSE: NSC) announced a new domestic intermodal service partnership launching in mid-October 2025. The bi-directional service will connect Louisville with key Western and Southern markets through Kansas City, offering truck-competitive transit times for various industries including automotive, consumer goods, and manufacturing.

The collaboration leverages Union Pacific's $1.4 billion investment in intermodal infrastructure and Norfolk Southern's modernized Louisville facilities. Union Pacific's network improvements have resulted in 25% faster domestic container movement, while Norfolk Southern operates the largest intermodal network in the eastern U.S. with 54 terminals.

Union Pacific (NYSE:UNP) has successfully reached ratified agreements with 11 unions covering 12 crafts, representing 46% of its craft employees. The company has also secured interim agreements with two of its largest unions - SMART-TD and BLET, providing immediate 3% pay increases effective September 1, 2025.

The ratified long-term agreements span five years and include wage increases effective July 1, 2025, enhanced vacation time, improved health and welfare benefits, and work rule modifications. CEO Jim Vena emphasized the importance of promptly rewarding employees for their contribution to providing safe and reliable service.