--- title: "Union Pacific (UNP) Valuation: How Upcoming Earnings Could Shift the Outlook for Investors" description: "Union Pacific (UNP) is under investor scrutiny ahead of its quarterly earnings report, with expectations for steady revenue growth. The company’s stock closed at $225.24, below the consensus fair valu" type: "news" locale: "en" url: "https://longbridge.com/en/news/262468892.md" published_at: "2025-10-23T15:20:46.000Z" --- # Union Pacific (UNP) Valuation: How Upcoming Earnings Could Shift the Outlook for Investors > Union Pacific (UNP) is under investor scrutiny ahead of its quarterly earnings report, with expectations for steady revenue growth. The company’s stock closed at $225.24, below the consensus fair value of $261.68, indicating it may be undervalued. Despite a -4.5% total shareholder return over the past year, its three-year total return stands at 23%. Union Pacific is enhancing operational efficiency and expanding capacity, but uncertainties in trade policy could pose risks. The stock trades at a P/E ratio of 19.3, slightly above its fair ratio, suggesting a complex investment landscape. Union Pacific (UNP) is grabbing attention ahead of its upcoming quarterly earnings announcement, as investors look for more evidence of steady year-on-year revenue growth and a continuation of its reliable performance. With similar companies like CSX and FedEx reporting solid numbers this season, there is real curiosity about how Union Pacific will stack up. This interest is heightened by persistent industry challenges and the recent reconfirmation of analyst forecasts. See our latest analysis for Union Pacific. Against a backdrop of industry merger news, activist investors, and ongoing debates around rail competition, Union Pacific’s share price has brushed off most turbulence and recently closed at $225.24. Despite softer momentum this year, with a one-year total shareholder return of -4.5%, its impressive 23% total return over three years underscores a longer-term pattern of durable value for shareholders. If you’re interested in finding standout opportunities beyond the headlines, consider broadening your search and discovering fast growing stocks with high insider ownership. With shares trading at a discount to analyst price targets and quarterly results approaching, the key question becomes whether Union Pacific is undervalued right now, or if the market has already factored in all of its growth potential. ## Most Popular Narrative: 13.9% Undervalued Union Pacific’s last close of $225.24 sits well below the narrative’s consensus fair value of $261.68, creating a significant value gap and drawing focus to the underlying growth assumptions driving this outlook. > *Union Pacific is implementing multiple efficiency enhancements, such as energy management systems for locomotives and optimization tools, which are expected to improve operational efficiency and net margins. The company is expanding capacity with new infrastructure, such as facilities in Houston and Phoenix, which could support future growth and positively impact revenue.* Read the complete narrative. Want to see what’s powering this valuation jump? The optimistic outlook is based on bold operational upgrades and future revenue drivers you will want to explore. See which profit milestones analysts believe are ahead by reading the full narrative for the key details. **Result: Fair Value of $261.68 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, lingering uncertainty in trade policy or a downturn in key shipping segments could quickly challenge even the most optimistic projections for Union Pacific. Find out about the key risks to this Union Pacific narrative. ## Another View: Looking Beyond the Headline Valuation While the current fair value suggests that Union Pacific is undervalued, another angle is to look at its price-to-earnings ratio. The stock trades at 19.3x, slightly above its fair ratio of 19.2x and well below the US Transportation industry average of 27.3x, yet higher than its peer average of 17.6x. This combination points to a complicated picture, highlighting both opportunity and risk for investors trying to judge where the market could gravitate next. Could this narrow gap signal caution or a hidden value? See what the numbers say about this price — find out in our valuation breakdown. ## Build Your Own Union Pacific Narrative If you see things differently or want to dig into the details yourself, you can shape your own perspective using the same data in just a few minutes, then Do it your way. A great starting point for your Union Pacific research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. ## Looking for More Investment Ideas? Don’t let opportunity pass you by. Step ahead of the crowd and target investments that fit your style using the Simply Wall St Screener’s best picks. - Accelerate your portfolio’s growth by seizing opportunities in the market with these 871 undervalued stocks based on cash flows, identifying stocks trading below their potential intrinsic value right now. - Fuel your search for future tech leaders with these 26 AI penny stocks, zeroing in on companies at the forefront of artificial intelligence innovation. - Capture consistent income by accessing these 17 dividend stocks with yields > 3%, where you’ll spot high-yield dividend payers offering yields greater than 3%. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### Related Stocks - [UNP.US - Union Pacific](https://longbridge.com/en/quote/UNP.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 20 年前投資 1000 美元在聯合太平洋公司，今天將值這麼多 | 聯合太平洋 (NYSE:UNP) 在過去 20 年中實現了平均年回報率 13.11%，超出市場 4.41%。目前市值為 1552.7 億美元，20 年前投資 1000 美元購買 UNP 股票，現在的價值為 11,749.10 美元，突顯了複 | [Link](https://longbridge.com/en/news/275809098.md) | | 聯合太平洋｜8-K：2025 財年 Q4 營收 60.85 億美元不及預期 | | [Link](https://longbridge.com/en/news/273844187.md) | | Rockland Trust Co. 購買了聯合太平洋公司 $UNP 的股票 | Rockland Trust Co. 在第三季度將其在聯合太平洋公司（NYSE:UNP）的持股增加了 12.9%，目前持有 154,012 股，價值 3640 萬美元。其他機構投資者也增加了他們的持股。分析師對 UNP 的評級包括升級，目標 | [Link](https://longbridge.com/en/news/275422504.md) | | 聯合太平洋公司 SEC 10-K 年度報告 | 聯合太平洋公司發佈了其 2025 年 10-K 報告，強調總營業收入增長 1%，達到 245.1 億美元，淨收入增長 8%，達到 71.4 億美元。報告詳細介紹了運營成就，包括創紀錄的貨車速度和安全舉措，使人身傷害率降低了 24%。該公司計 | [Link](https://longbridge.com/en/news/275144895.md) | | Baupost 在第四季度的交易中增持了亞馬遜，退出了 PagSeguro，並增加了聯合太平洋的持股 | 塞斯·克勞曼的 Baupost 對沖基金在其第四季度交易中進行了重大調整，具體內容在其 13F 文件中披露。該基金增持了 212 萬股亞馬遜（AMZN），價值 4.897 億美元，退出了對 PagSeguro（PAGS）的持倉，並增加了在聯 | [Link](https://longbridge.com/en/news/275949696.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.