Stock Pulse
Union Pacific (UNP) reported flat revenue for Q1 2025, missing expectations but exceeding operating income estimates [1]. Despite CEO Jim Vena's positive remarks, the stock price declined, reflecting investor concern about future growth in a mixed transportation sector [1]. Shareholder activism and governance changes are also underway [2]. While analysts lowered price targets [4], Citi upgraded UNP to Buy, citing management's proactive consideration of economic uncertainty [5]. Concerns about underwhelming unit sales growth, declining earnings per share, and increasing capital intensity contrast with the company's consistent dividend payouts and share repurchases [6], [7]. Tariffs present a significant headwind, potentially impacting West Coast port volumes and future growth [8], [10], although UNP's strong market position and essential services offer long-term resilience [9], [10]. Executive stock acquisitions signal some insider confidence [11], [12].