Is Union Pacific Stock a Good Investment?
Union Pacific Investment Advice | UNP |
- Examine Union Pacific's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Union Pacific's leadership team and their track record. Good management can help Union Pacific navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Ground Transportation space and any emerging trends that could impact Union Pacific's business and its evolving consumer preferences.
- Compare Union Pacific's performance and market position to its competitors. Analyze how Union Pacific is positioned in terms of product offerings, innovation, and market share.
- Check if Union Pacific pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Union Pacific's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Union Pacific stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Union Pacific is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Union Pacific Stock
Researching Union Pacific's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 82.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.54. Union Pacific recorded earning per share (EPS) of 10.88. The entity last dividend was issued on the 30th of August 2024. The firm had 2:1 split on the 9th of June 2014.
To determine if Union Pacific is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Union Pacific's research are outlined below:
| Union Pacific generated a negative expected return over the last 90 days | |
| Union Pacific has 34.18 B in debt with debt to equity (D/E) ratio of 2.98, meaning that the company heavily relies on borrowing funds for operations. Union Pacific has a current ratio of 0.75, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Union to invest in growth at high rates of return. | |
| Over 82.0% of Union Pacific outstanding shares are owned by institutional investors | |
| On 30th of September 2024 Union Pacific paid $ 1.34 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Want Decades of Passive Income 3 Stocks to Buy Now and Hold Forever |
Union Pacific Quarterly Gross Profit |
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Union Pacific uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Union Pacific. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Union Pacific's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 18th of April 2024 Upcoming Quarterly Report | View | |
| 24th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 23rd of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Union Pacific's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Union Pacific's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1998-10-22 | 1998-09-30 | 0.03 | 0.04 | 0.01 | 33 | ||
1999-10-21 | 1999-09-30 | 0.2 | 0.22 | 0.02 | 10 | ||
1999-07-22 | 1999-06-30 | 0.18 | 0.2 | 0.02 | 11 | ||
1999-01-21 | 1998-12-31 | 0.08 | 0.1 | 0.02 | 25 | ||
1998-04-23 | 1998-03-31 | -0.06 | -0.04 | 0.02 | 33 | ||
2006-01-19 | 2005-12-31 | 0.25 | 0.28 | 0.03 | 12 | ||
2005-07-21 | 2005-06-30 | 0.19 | 0.22 | 0.03 | 15 | ||
2002-01-24 | 2001-12-31 | 0.24 | 0.27 | 0.03 | 12 |
Know Union Pacific's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Union Pacific is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Union Pacific backward and forwards among themselves. Union Pacific's institutional investor refers to the entity that pools money to purchase Union Pacific's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Norges Bank | 2024-06-30 | 8.1 M | Franklin Resources Inc | 2024-09-30 | 7.3 M | T. Rowe Price Associates, Inc. | 2024-06-30 | 6.9 M | Wellington Management Company Llp | 2024-06-30 | 6.7 M | Fisher Asset Management, Llc | 2024-09-30 | 6.3 M | Northern Trust Corp | 2024-09-30 | 6 M | Legal & General Group Plc | 2024-06-30 | 6 M | Amvescap Plc. | 2024-06-30 | 5.9 M | Fmr Inc | 2024-09-30 | 5 M | Vanguard Group Inc | 2024-09-30 | 58.9 M | Blackrock Inc | 2024-06-30 | 42.8 M |
Union Pacific's market capitalization trends
The company currently falls under 'Mega-Cap' category with a total capitalization of 146.95 B.Market Cap |
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Union Pacific's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.10 | 0.10 | |
| Return On Capital Employed | 0.15 | 0.08 | |
| Return On Assets | 0.10 | 0.10 | |
| Return On Equity | 0.43 | 0.45 |
Determining Union Pacific's profitability involves analyzing its financial statements and using various financial metrics to determine if Union Pacific is a good buy. For example, gross profit margin measures Union Pacific's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Union Pacific's profitability and make more informed investment decisions.
Evaluate Union Pacific's management efficiency
Union Pacific has Return on Asset of 0.0899 % which means that on every $100 spent on assets, it made $0.0899 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.434 %, implying that it generated $0.434 on every 100 dollars invested. Union Pacific's management efficiency ratios could be used to measure how well Union Pacific manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Union Pacific's Return On Tangible Assets are relatively stable compared to the past year. As of 11/26/2024, Return On Assets is likely to grow to 0.1, while Return On Capital Employed is likely to drop 0.08. At this time, Union Pacific's Non Current Liabilities Total is relatively stable compared to the past year. As of 11/26/2024, Non Current Liabilities Other is likely to grow to about 2.4 B, while Total Current Liabilities is likely to drop slightly above 3.4 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 24.27 | 25.49 | |
| Tangible Book Value Per Share | 22.94 | 11.88 | |
| Enterprise Value Over EBITDA | 15.32 | 16.09 | |
| Price Book Value Ratio | 10.12 | 10.62 | |
| Enterprise Value Multiple | 15.32 | 16.09 | |
| Price Fair Value | 10.12 | 10.62 | |
| Enterprise Value | 112.4 B | 118 B |
Leadership effectiveness at Union Pacific is a strong indicator of its financial stability. We analyze various metrics to provide insights into the stock's investment viability.
Dividend Yield 0.0221 | Forward Dividend Yield 0.0221 | Forward Dividend Rate 5.36 | Beta 1.056 |
Basic technical analysis of Union Stock
As of the 26th of November, Union Pacific has the Coefficient Of Variation of 24427.79, semi deviation of 1.4, and Risk Adjusted Performance of 0.0077. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Union Pacific, as well as the relationship between them.Union Pacific's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Union Pacific insiders, such as employees or executives, is commonly permitted as long as it does not rely on Union Pacific's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Union Pacific insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Jane Lute over a month ago Acquisition by Jane Lute of 408 shares of Union Pacific subject to Rule 16b-3 | ||
Kenyatta Rocker over three months ago Acquisition by Kenyatta Rocker of tradable shares of Union Pacific at 237.52 subject to Rule 16b-3 | ||
Eric Gehringer over six months ago Acquisition by Eric Gehringer of tradable shares of Union Pacific at 250.96 subject to Rule 16b-3 | ||
Young James R over a year ago Union Pacific exotic insider transaction detected |
Union Pacific's Outstanding Corporate Bonds
Union Pacific issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Union Pacific uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Union bonds can be classified according to their maturity, which is the date when Union Pacific has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| UNION PAC P Corp BondUS907818EF15 | View | |
| UNION PAC P Corp BondUS907818ED66 | View | |
| UNION PAC P Corp BondUS907818EC83 | View | |
| UNION PAC P Corp BondUS907818EB01 | View | |
| UNION PAC P Corp BondUS907818DZ87 | View | |
| US907818DY13 Corp BondUS907818DY13 | View | |
| UNION PAC P Corp BondUS907818EW48 | View | |
| UNION PAC P Corp BondUS907818EV64 | View |
Understand Union Pacific's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Union Pacific's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0077 | |||
| Market Risk Adjusted Performance | 0.0061 | |||
| Mean Deviation | 0.9713 | |||
| Semi Deviation | 1.4 | |||
| Downside Deviation | 1.45 | |||
| Coefficient Of Variation | 24427.79 | |||
| Standard Deviation | 1.41 | |||
| Variance | 2.0 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | (0.23) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | (0) | |||
| Maximum Drawdown | 8.64 | |||
| Value At Risk | (2.01) | |||
| Potential Upside | 1.72 | |||
| Downside Variance | 2.11 | |||
| Semi Variance | 1.97 | |||
| Expected Short fall | (0.90) | |||
| Skewness | 0.761 | |||
| Kurtosis | 5.8 |
| Risk Adjusted Performance | 0.0077 | |||
| Market Risk Adjusted Performance | 0.0061 | |||
| Mean Deviation | 0.9713 | |||
| Semi Deviation | 1.4 | |||
| Downside Deviation | 1.45 | |||
| Coefficient Of Variation | 24427.79 | |||
| Standard Deviation | 1.41 | |||
| Variance | 2.0 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | (0.23) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | (0) | |||
| Maximum Drawdown | 8.64 | |||
| Value At Risk | (2.01) | |||
| Potential Upside | 1.72 | |||
| Downside Variance | 2.11 | |||
| Semi Variance | 1.97 | |||
| Expected Short fall | (0.90) | |||
| Skewness | 0.761 | |||
| Kurtosis | 5.8 |
Consider Union Pacific's intraday indicators
Union Pacific intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Union Pacific stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 126945.0 | |||
| Daily Balance Of Power | 0.9203 | |||
| Rate Of Daily Change | 1.03 | |||
| Day Median Price | 246.82 | |||
| Day Typical Price | 247.65 | |||
| Price Action Indicator | 5.97 | |||
| Period Momentum Indicator | 6.93 |
Union Pacific Corporate Filings
F4 | 12th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 24th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 25th of June 2024 Other Reports | ViewVerify | |
| 26th of March 2024 Other Reports | ViewVerify |
Union Stock media impact
Far too much social signal, news, headlines, and media speculation about Union Pacific that are available to investors today. That information is available publicly through Union media outlets and privately through word of mouth or via Union internal channels. However, regardless of the origin, that massive amount of Union data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Union Pacific news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Union Pacific relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Union Pacific's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Union Pacific alpha.
Union Pacific Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Union Pacific can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Union Pacific Historical Investor Sentiment
Investor biases related to Union Pacific's public news can be used to forecast risks associated with an investment in Union. The trend in average sentiment can be used to explain how an investor holding Union can time the market purely based on public headlines and social activities around Union Pacific. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Union Pacific's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Union Pacific and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Union Pacific news discussions. The higher the estimate score, the more favorable the investor's outlook on Union Pacific.
Union Pacific Corporate Directors
| Andrew Card | Independent Director | Profile | |
| Deborah Hopkins | Independent Director | Profile | |
| Erroll Davis | Independent Director | Profile | |
| David Dillon | Independent Director | Profile |
Additional Tools for Union Stock Analysis
When running Union Pacific's price analysis, check to measure Union Pacific's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Union Pacific is operating at the current time. Most of Union Pacific's value examination focuses on studying past and present price action to predict the probability of Union Pacific's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Union Pacific's price. Additionally, you may evaluate how the addition of Union Pacific to your portfolios can decrease your overall portfolio volatility.