Union PacificUNP
About: Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the US, Union Pacific generated $24 billion of revenue in 2024 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, fertilizers, and automotive goods. Union Pacific owns about one fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.
Employees: 29,711
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
50% more call options, than puts
Call options by funds: $1.33B | Put options by funds: $884M
29% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 140
0% more capital invested
Capital invested by funds: $113B [Q4 2024] → $113B (+$211M) [Q1 2025]
0% less funds holding
Funds holding: 2,654 [Q4 2024] → 2,644 (-10) [Q1 2025]
0.51% less ownership
Funds ownership: 80.36% [Q4 2024] → 79.84% (-0.51%) [Q1 2025]
5% less repeat investments, than reductions
Existing positions increased: 1,001 | Existing positions reduced: 1,057
7% less funds holding in top 10
Funds holding in top 10: 45 [Q4 2024] → 42 (-3) [Q1 2025]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
RBC Capital Walter Spracklin | 26%upside $276 | Outperform Maintained | 30 Jul 2025 |
Susquehanna Bascome Majors | 17%upside $257 | Positive Maintained | 30 Jul 2025 |
Citigroup Ariel Rosa | 14%upside $250 | Neutral Downgraded | 30 Jul 2025 |
UBS Thomas Wadewitz | 9%upside $240 | Neutral Maintained | 25 Jul 2025 |
BMO Capital Fadi Chamoun | 26%upside $277 | Outperform Maintained | 25 Jul 2025 |
Financial journalist opinion
Based on 69 articles about UNP published over the past 30 days
