other material
confidence high
sentiment neutral
materiality 0.60
Union Pacific sets 3-year targets: EPS CAGR high single to low double digits, $4-5B buybacks from 2025
UNION PACIFIC CORP
- Revenue (ex-fuel) to grow faster than volume (ex-coal) and outpace served markets over 3 years.
- Pricing dollars expected to be accretive to operating ratio starting in 2025.
- Forecasts EPS CAGR in high single to low double digit range.
- Annual capex ~$3.5B–$3.7B; annual share repurchases of $4B–$5B starting 2025.
- Dividend payout ratio target ~45%; aims for consistent annual dividend increases.