Union Pacific Corporation (NYSE:UNP) reported $91.1 million more in fuel-surcharge revenue than in fuel cost during the second quarter, according to its Surface Transportation Board filing. Management separately attributed $0.14 of EPS, approximately $83.2 million using diluted weighted-average shares, to the net difference between fuel expense and surcharge revenue. That represented about 4% of quarterly […]

The Surface Transportation Board said supplemental information from the railroads was sufficient to restart its review, with a final decision not expected until after May 2027.

The Surface Transportation Board resumed its review of the Union Pacific-Norfolk Southern merger after lifting a prior delay. The post Regulators set schedule for review of UP-NS merger appeared first on FreightWaves.

Union Pacific (NYSE:UNP) collected $91. 1 million more from fuel surcharges than it spent on fuel during the second quarter, according to a regulatory filing with the Surface Transportation Board first reported by Reuters.

Union Pacific stock has delivered a 46.3% total return over the past 5 years, yet current checks point to a company that now looks closer to fairly priced than obviously cheap, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting only slightly above the market price. A 46.3% 5 year return suggests Union Pacific has already rewarded patient shareholders and may now offer a more measured return profile from here. Future earnings and cash flow growth may support the current...

Union Pacific and Norfolk Southern turn to former federal anti-trust officials to refute claims by red state Attorneys General opposing their transcontinental rail merger. The post Battle of the briefs: UP-NS fires back at AGs anti-merger letter appeared first on FreightWaves.

Why Union Pacific Stock Is Back in Focus After Q2 Earnings Union Pacific (UNP) moved back onto investor radar after its Q2 FY2026 earnings on July 23, when the stock rose about 4% following results that topped expectations and an updated full year outlook. See our latest analysis for Union Pacific. Beyond the Q2 earnings move, Union Pacific’s recent share price performance has been strong, with a 90 day share price return of 9.06% and a year to date share price return of 26.66%. The 1 year...

Seven GOP Attorneys General are again urging federal regulators to reject the Union Pacific–Norfolk Southern rail merger. The post Mega rail deal under fire: 7 State AGs warn UP-NS merger could drive up shipping costs appeared first on FreightWaves.

Union Pacific has significantly outperformed the broader market, while analysts remain moderately optimistic about its future growth prospects.

Union Pacific, CSX and Norfolk Southern stand out as railroad picks despite fuel costs, tariffs and economic uncertainty.

Headwinds, including high fuel costs, tariff-related tensions, and lingering supply-chain disruptions, hurt the Zacks Transportation -Railroad industry. UNP, CSX and NSC are likely to stand out.

Berkshire Hathaway stock could have even more upside. Investors have been reacting favorably to some key aspects of the company’s second-quarter earnings report.

Sell-side analysts have parked on Hold while some of the sharpest event-driven hedge funds in the business are quietly building complex positions around Norfolk Southern's pending merger. The two camps are not fighting over fundamentals. They are betting on very different things entirely.