Union Pacific Corp at Gabelli Funds Value Investor Conference Summary - Thomson StreetEvents

Union Pacific Corp at Gabelli Funds Value Investor Conference Summary

Union Pacific Corp at Gabelli Funds Value Investor Conference Summary - Thomson StreetEvents
Union Pacific Corp at Gabelli Funds Value Investor Conference Summary
Published May 02, 2025
8 pages (5192 words) — Published May 02, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of UNP.N presentation 2-May-25 3:00pm GMT

  
Brief Excerpt:

...A. It's about $600 million shares outstanding, and trading around I think 214, $128 billion market cap, about $30 billion of net debt. B. So since 2006, the firm has reduced outstanding shares by 44%, grown the dividend at a 17% CAGR and essentially doubled returns on invested capital to 15.8% 4Q. C. We believe we should grow our revenues faster than those markets because pricing is a key part of our story as well. D. Pricing, we believe it should be accretive to our margins. E. It wasn't for a couple of years when inflation really ticked up on us, but we have committed that it will be accretive to our margins for the next three years. F. We believe we should grow our EPS high-single digit to low-double digit over the next three years. G. So over the next three years, we expect to invest somewhere between $3.4 billion and $3.7 billion on an annual basis. H. We're committed to returning good dividends to our shareholders as well, so we have a target of a 45% dividend payout ratio. I. We've...

  
Report Type:

Brief

Source:
Company:
Union Pacific Corp
Ticker
UNP.N
Time
3:00pm GMT
Format:
PDF Adobe Acrobat
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Cite this Report

  
MLA:
Thomson StreetEvents. "Union Pacific Corp at Gabelli Funds Value Investor Conference Summary" May 02, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Union-Pacific-Corp-at-Gabelli-Funds-Value-Investor-Conference-B16347286>
  
APA:
Thomson StreetEvents. (2025). Union Pacific Corp at Gabelli Funds Value Investor Conference Summary May 02, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Union-Pacific-Corp-at-Gabelli-Funds-Value-Investor-Conference-B16347286>
  
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