Le CN affirme que le STB a eu raison de suspendre l’examen de la fusion de UP-NS et d’exiger de plus amples renseignements

CN supports the Surface Transportation Board's (STB) decision to suspend examination of Union Pacific and Norfolk Southern's proposed merger, requiring them to submit additional information by July. The STB found the merger application lacks credible evidence of competitive improvements and public benefits, with significant gaps in market share analysis and insufficient remedial measures. CN argues the merger would reduce competitive rail transport options and increase concentration in key freight corridors.

05/28/2026, 6:00 PM • GlobeNewswire

CN Says STB Was Right to Freeze the UP-NS Merger and Demand More Information

The Surface Transportation Board has frozen its review of Union Pacific and Norfolk Southern's proposed merger, ordering them to provide substantial additional information. The STB found the amended application lacks clarity, contains unresolved competitive harms, and inadequate analyses. CN commends the decision, arguing the applicants have failed to meet rigorous merger standards and that the deal would concentrate approximately 40% of U.S. freight rail traffic in one company.

05/28/2026, 6:00 PM • GlobeNewswire

Dan Loeb Dumps Microsoft, Slashes Nvidia And Rail Stocks In Sweeping Q1 Portfolio Overhaul

Hedge fund billionaire Daniel Loeb's Third Point LLC significantly reshuffled its portfolio in Q1 2026, completely exiting positions in Microsoft, Chipotle, Constellation Energy, Alibaba, Spotify, and Thermo Fisher Scientific. The fund also dramatically reduced stakes in Nvidia (from 2.95M to 190K shares), Amazon, Taiwan Semiconductor, and railroad stocks Union Pacific and Norfolk Southern.

05/18/2026, 3:07 PM • Benzinga

CN Submits Comments to STB on Completeness of UP-NS Amended Merger Application

Canadian National Railway (CN) filed comments with the Surface Transportation Board (STB) opposing the amended merger application between Union Pacific (UP) and Norfolk Southern (NS), arguing it remains incomplete and fails to meet regulatory requirements. CN contends the application addresses only one of three deficiencies identified by the Board, lacks meaningful competitive enhancements, and proposes an insufficient Committed Gateway Pricing program that would harm more shippers than help.

05/11/2026, 2:10 PM • Benzinga

Revised Filing Does Not Address Competitive Balance Issues Created By UP-NS Merger

CSX Corp. launched a public resource website to help shippers and communities engage with the Surface Transportation Board's review of Union Pacific and Norfolk Southern's refiled merger application. CSX argues that the proposed combination would create industry imbalance by reducing competitive routing options for rail shippers, as it would result in one transcontinental carrier alongside four regional carriers.

05/04/2026, 2:00 PM • GlobeNewswire

How to ’Convert’ a 2% Yield Into 6% By Doing Nothing Extra

The article explains a strategy to identify undervalued dividend stocks with 'hidden' yields higher than their stated dividend yield. By combining dividend growth, buybacks, and share price appreciation, investors can significantly increase their returns. Union Pacific and Illinois Tool Works are highlighted as examples where low current yields (2% and 2.4% respectively) translate to much higher shareholder yields (3.7% and 4.2%) and even higher yields-on-cost for long-term holders.

04/28/2026, 5:56 AM • Investing

Stock Market Today, April 23: Markets Dip As Strait of Hormuz Conflict Intensifies

U.S. markets declined on April 23, 2026, with the S&P 500 falling 0.42%, Nasdaq dropping 0.89%, and the Dow dipping 0.36%. Geopolitical tensions in the Strait of Hormuz and tech sector weakness drove the decline, though some industrial and semiconductor stocks showed strength with solid earnings reports.

04/23/2026, 5:12 PM • The Motley Fool

1 High-Yield Dividend Stock to Buy and Hold for a Decade of Income

Union Pacific is recommended as a high-yield dividend stock with a 2.18% yield, significantly above its industrial sector average. The railroad operator has 126 years of uninterrupted dividend payments and a 19-year streak of increases. With strong operating margins, pricing power, and potential synergies from a pending merger with Norfolk Southern, Union Pacific is positioned for sustained dividend growth over the next decade.

04/21/2026, 9:15 AM • The Motley Fool

Market Check: Industrials, Aerospace, and Infrastructure Earnings in Focus

Industrial, aerospace, and infrastructure companies are reporting earnings with mixed outlooks. 3M faces repeated disappointments with three consecutive quarters of misses. Boeing expects significant earnings decline of 29.5% despite sales growth. Lockheed Martin shows modest growth with focus on guidance. GE Vernova demonstrates strong momentum with 96.9% earnings surge driven by data center and energy infrastructure demand. Union Pacific expects stable growth with agriculture as a key driver.

04/20/2026, 5:06 PM • Investing

Billionaire Investor Slashes Norfolk Southern Stake — And Doubles Down On 2 Railroad Rivals

Hedge fund billionaire Daniel Loeb reshuffled his railroad industry exposure at Third Point LLC in Q4 FY25. He opened a new 500,000-share position in CSX, boosted Union Pacific holdings by 107% to 1.81 million shares, and cut Norfolk Southern stake by 41% to 975,000 shares. CSX and UNP are near 52-week highs with strong 12-month gains, while NSC also shows strength despite the stake reduction.

04/17/2026, 1:32 PM • Benzinga

2 Dividend Stocks to Double Up On Right Now

Northrop Grumman and Union Pacific are recommended as top dividend stocks with strong growth potential. Northrop Grumman benefits from rising U.S. defense spending and has a record $95.7 billion backlog, while Union Pacific is positioned to benefit from improved logistics efficiency and a potential merger with Norfolk Southern, though regulatory approval remains uncertain.

03/07/2026, 5:30 AM • The Motley Fool

Union Pacific, WAB Pens Largest Locomotive Modernization Deal

Union Pacific and Westinghouse Air Brake Technologies signed a $1.2 billion deal to modernize over 1,700 AC4400 locomotives, the largest in rail industry history. Deliveries begin in 2027 with production at WAB's U.S. facilities. The upgrades are expected to reduce fuel consumption by 5%, boost tractive effort by 14%, and improve reliability by 80%. Both stocks surged on the announcement despite Union Pacific's recent subpar earnings results.

02/04/2026, 1:54 PM • Benzinga

Top 2026 Market Prediction and 3 Cheap Dividends to Play It

The article predicts optimistic 2026 market conditions driven by expected lower interest rates, strong GDP growth, and midterm election stimulus. The author recommends three dividend stocks positioned to benefit from market rotation away from the Magnificent 7 tech stocks: Mastercard for payment processing growth, Becton Dickinson for healthcare AI applications, and Union Pacific for railway sector recovery as trade concerns ease.

01/06/2026, 5:28 AM • Investing

2026 Sector Playbook: 3 Sectors Trading Below Fair Value

As investors rotate away from overvalued tech and AI stocks in 2026, three sectors are identified as trading below fair value: Financials (expected to benefit from lower interest rates), Industrials (supported by infrastructure demand and capex revival), and Utilities (driven by data center energy needs). Specific undervalued stocks are highlighted in each sector as alternatives to their respective ETFs.

01/02/2026, 1:38 AM • Investing

2026 Sector Playbook: 3 Sectors Trading Below Fair Value

As investors rotate away from overvalued tech and AI stocks in 2026, three sectors are identified as trading below fair value: Financials (expected to benefit from lower interest rates), Industrials (supported by infrastructure demand and capex revival), and Utilities (driven by data center energy needs). Specific undervalued stocks are highlighted in each sector as alternatives to broader ETFs.

01/02/2026, 12:42 AM • Investing