Dec 31, 2025 • ts2.tech
NEUTRAL
Union Pacific stock slips as rivals press regulators to reject Norfolk Southern merger filing; UNP sets Q4 earnings date
Union Pacific shares declined after rival railroads urged the Surface Transportation Board to deem its merger application with Norfolk Southern incomplete. The STB is currently conducting a "completeness" review of the $85 billion deal, and a decision to reject the application would reset the review clock. Meanwhile, Union Pacific has announced it will report its fourth-quarter 2025 results on January 27, 2026.
Dec 30, 2025 • Stock Titan
NEUTRAL
Union Pacific schedules Jan. 27 call on latest quarterly results
Union Pacific Corporation (NYSE: UNP) announced it will release its fourth-quarter 2025 financial and operating results on Tuesday, January 27, 2026, at 7:45 a.m. ET. The company's management team will host a conference call and live webcast at 8:45 a.m. ET to discuss these results. Interested parties can participate via teleconference or access the live webcast and materials through the investor relations section of Union Pacific’s website.
Dec 29, 2025 • Progressive Railroading
NEUTRAL
Rail News - Rail supplier news from Alstom, Tutor Perini and HDR. For Railroad Career Professionals
Alstom has secured a $1 billion contract to supply 47 DME passenger trains to Mexico, covering maintenance and depot outfitting to boost passenger rail mobility. Tutor Perini Corp. received a $53 million change order for the Honolulu Skyline project to extend a guideway and add two stations. HDR Inc. was selected by Halton Region for comprehensive engineering services for Steeles Avenue corridor improvements in Ontario, including road-under-rail grade separations.
Dec 29, 2025 • Yahoo Finance
NEUTRAL
GATX, Brookfield complete buy of Wells Fargo rail leasing
GATX Corp. and Brookfield Infrastructure Partners L.P. have finalized their acquisition of Wells Fargo's rail operating lease portfolio, receiving all necessary regulatory clearances. The transaction, valued at $4.4 billion, will have GATX owning 30% of a joint venture that acquires approximately 105,000 railcars, with an option to fully acquire the venture later. Brookfield Infrastructure will separately acquire about 23,000 cars and 400 locomotives from Wells Fargo's rail portfolio.
Dec 29, 2025 • MarketBeat
SOMEWHAT-BULLISH
Boston Trust Walden Corp Lowers Position in Union Pacific Corporation $UNP
Boston Trust Walden Corp significantly reduced its stake in Union Pacific Corporation by 19.8% in the third quarter, selling 83,504 shares and ending with 337,463 shares valued at $79.77 million. Despite this reduction, institutional investors collectively own 80.38% of Union Pacific, which maintains a "Moderate Buy" consensus rating with an average target price of $260.33. The company recently announced a quarterly dividend of $1.38, contributing to an annualized yield of 2.4%.
Dec 28, 2025 • MarketBeat
SOMEWHAT-BULLISH
Freightcar America (NASDAQ:RAIL) Upgraded to "Buy" at Wall Street Zen
Wall Street Zen has upgraded Freightcar America (NASDAQ: RAIL) from a "hold" to a "buy" rating, despite mixed analyst opinions that include a "strong-buy" from Zacks and a "sell" from Weiss Ratings. The company recently surpassed quarterly earnings and revenue estimates and holds a "Moderate Buy" consensus rating from MarketBeat with a $9.00 price target. Freightcar America (RAIL) shares opened at $11.50, demonstrating a competitive P/E ratio and significant institutional ownership.