Union Pacific Corporation (NYSE:UNP), a prominent player in the Ground Transportation industry with a market capitalization of $129.2 billion, held its Annual Meeting of Shareholders on May 8, 2025, via a live audio webinar. The company, known for its impressive 55-year streak of maintaining dividend payments and strong gross profit margins of 55.7%, saw a strong turnout with approximately 88% of the shares outstanding represented, either in person or by proxy. According to InvestingPro analysis, the company currently trades near its 52-week low, presenting an interesting situation for investors.
During the meeting, shareholders voted on several key proposals. The first proposal concerned the election of directors. All nominated directors were elected to serve a one-year term with a significant majority of votes in their favor. The directors will serve until the next annual meeting in 2026 or until their successors are elected.
The second proposal was the ratification of Deloitte & Touche LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2025. This proposal passed with a substantial majority of votes for the ratification.
The third proposal, known as "Say on Pay," was an advisory vote on executive compensation. Shareholders approved the compensation of Union Pacific’s Named Executive Officers, indicating general satisfaction with the company’s executive compensation policies.
A fourth proposal, brought forth by a shareholder, requested the Board of Directors to adopt an amended clawback policy. However, this proposal did not pass, with a significant number of votes against it.
The results of the meeting reflect shareholder confidence in the company’s governance and oversight. Union Pacific Corporation’s stock, traded on the New York Stock Exchange under the ticker UNP, may see investor reactions following the outcomes of these proposals. Based on InvestingPro data, the company currently shows mixed signals with 15 analysts revising earnings downward for the upcoming period, though it maintains a solid financial health score. For deeper insights into UNP’s valuation and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively to InvestingPro subscribers, covering over 1,400 top US stocks.
In other recent news, Union Pacific’s first-quarter earnings for 2025 revealed a slight miss on both earnings per share (EPS) and revenue forecasts. The company reported an EPS of $2.70, falling short of the expected $2.76, and revenue of $6.03 billion, missing the forecasted $6.10 billion. Despite these results, Union Pacific experienced an 18.9% year-over-year growth in intermodal volumes, although an unfavorable mix impacted profitability. Analyst firms have adjusted their price targets for Union Pacific, with Loop Capital lowering it to $200 while maintaining a Sell rating, and Stephens reducing it to $255 but keeping an Overweight rating. The company’s pricing power contributed positively to its operating ratio, and Union Pacific’s operational expenditure initiatives resulted in a 6.3% reduction in OpEx per carload. Analysts have expressed concerns over the impact of tariffs on rail volumes, which are expected to present challenges in the coming weeks. Despite the earnings miss, Union Pacific maintains its three-year EPS compound annual growth rate target and expects continued pricing accretion.
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