Union Pacific is a blue-chip industrial bellwether with natural monopoly characteristics, high barriers to entry, and essential infrastructure that underpins the U.S. economy, making it a core holding for long-term investors.
Union Pacific delivers reliable dividend growth backed by its position as the largest North American railroad, benefiting from essential freight demand and operating leverage improvements.
Union Pacific is a Dividend Aristocrat with a decades-long track record of annual dividend increases, generating substantial free cash flow from its capital-efficient railroad operations and returning the majority of earnings to shareholders through dividends and buybacks.
Union Pacific operates the largest railroad network in the western United States with approximately 32,000 route miles, transporting a diversified mix of freight including intermodal containers, agricultural products, industrial chemicals, and energy commodities.
Union Pacific's 23-state railroad network is critical US infrastructure, transporting goods across the western half of the country with cost and environmental advantages over trucking.
Union Pacific operates the largest railroad network in North America covering 23 states, serving as essential freight transportation infrastructure for the western US economy.
Data updated Feb 15 ยท Source: Twelve Data
Union Pacific is the largest publicly traded railroad in North America, operating over 32,000 miles of track across 23 western states. The company represents a near-irreplaceable infrastructure asset with formidable barriers to entry " no new Class I railroads are being built.
Financially, UNP trades at a P/E of 25.09 with EPS of $10.39, reflecting premium valuation for a mature industrial franchise. The stock is trading near its 52-week high of $265.37, with strong recent momentum (+17.95% over 60 days), though 5-year returns of 27.38% suggest more modest long-term appreciation. The company has consistently raised dividends for over 15 years, supporting its Dividend Aristocrat status, though its yield (~2%) is moderate rather than high-income.
Bull case: Dominant duopoly position in western U.S. freight, pricing power, operational efficiency improvements under PSR (Precision Scheduled Railroading), and secular tailwinds from supply chain reshoring. Bear case: Cyclical exposure to industrial production, regulatory risk, labor relations challenges, and current valuation leaves limited margin of safety. Volume sensitivity to economic slowdowns remains a key risk. A core holding for long-term infrastructure-oriented portfolios.
You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: Union Pacific Website: https://www.up.com Ticker: UNP Categories: Blue Chip Stocks, Dividend Aristocrat Stocks, Dividend Stocks, Industrial Stocks, Infrastructure Stocks, Transportation & Logistics Stocks Market Data: - Current Price: $260.68 (-0.42%) - Change (30D): 12.69% - Change (60D): 17.95% - Change (90D): 9.80% - Change (180D): 17.33% - Change (1Y): 4.90% - Change (5Y): 27.38% - 52-Week High: $265.37 - 52-Week Low: $204.66 - 50-Day MA: $236.68 - Volume: 3.98M - P/E Ratio: 25.09 - EPS (TTM): $10.39
You are Gemini 3 Pro Preview, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: Union Pacific Website: https://www.up.com Ticker: UNP Categories: Blue Chip Stocks, Dividend Stocks, Industrial Stocks Financial Data: - Current Price: $262.81 (0.57%) - P/E Ratio: 25.29 - EPS (TTM): $10.39 - 52-Week High: $263.92 - 52-Week Low: $204.66 - 50-Day MA: $235.50
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