Union Pacific (UNP)

• Market cap: $131B
• 1 day: -0.09%
• 5 days: 1.92%
• 1 month: -1.61%
• 3 months: -1.06%
• 6 months: -6.87%
• Year to date: -3.91%
• 1 year: -11.38%
• 5 years: 13.48%
• 10 years: 149.47%
• Sector: Industrials
• Industry: Railroads

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 Q2 regulatory disclosures by fund managers ($100M+ AUM)

58% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $895M

4% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 160

0.81% more ownership

Funds ownership: 79.88% [Q1] → 80.69% (+0.81%) [Q2]

2% less capital invested

Capital invested by funds: $113B [Q1] → $110B (-$2.64B) [Q2]

2% less funds holding

Funds holding: 2,659 [Q1] → 2,618 (-41) [Q2]

10% less funds holding in top 10

Funds holding in top 10: 42 [Q1] → 38 (-4) [Q2]

22% less repeat investments, than reductions

Existing positions increased: 907 | Existing positions reduced: 1,157

Research analyst outlook

14 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $215
• Avg. target: $256
• High target: $286

14 analyst ratings

• positive: 9 64%
• neutral: 5 36%
• negative: 0 0%

Loop Capital Rick Paterson	$227	Hold Upgraded	16 Sep 2025
Citigroup Ariel Rosa	$251	Buy Upgraded	15 Sep 2025
RBC Capital Walter Spracklin	$276	Outperform Maintained	30 Jul 2025
Susquehanna Bascome Majors	$257	Positive Maintained	30 Jul 2025
UBS Thomas Wadewitz	$240	Neutral Maintained	25 Jul 2025