Union PacificUNP
UNP
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: 30,146
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
68% more first-time investments, than exits
New positions opened: 277 | Existing positions closed: 165
34% more call options, than puts
Call options by funds: $1.23B | Put options by funds: $914M
2% more funds holding
Funds holding: 2,571 [Q3] → 2,635 (+64) [Q4]
1.88% more ownership
Funds ownership: 77.88% [Q3] → 79.76% (+1.88%) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 980 | Existing positions reduced: 978
4% less capital invested
Capital invested by funds: $117B [Q3] → $112B (-$4.33B) [Q4]
15% less funds holding in top 10
Funds holding in top 10: 53 [Q3] → 45 (-8) [Q4]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$200
7%
downside
Avg. target
$245
14%
upside
High target
$260
21%
upside
11 analyst ratings
7 positive
64%
3 neutral
27%
1 negative
9%
Stephens & Co. Daniel Imbro 6% 1-year accuracy 2 / 33 met price target | 18%upside $255 | Overweight Maintained | 28 Apr 2025 |
Susquehanna Bascome Majors 27% 1-year accuracy 13 / 48 met price target | 14%upside $245 | Neutral Maintained | 25 Apr 2025 |
Raymond James Patrick Tyler Brown 22% 1-year accuracy 10 / 46 met price target | 20%upside $258 | Strong Buy Maintained | 25 Apr 2025 |
Barclays Brandon Oglenski 30% 1-year accuracy 24 / 79 met price target | 21%upside $260 | Overweight Maintained | 25 Apr 2025 |
Redburn Atlantic Oliver Holmes 0% 1-year accuracy 0 / 1 met price target | 20%upside $259 | Buy Upgraded | 16 Apr 2025 |
Financial journalist opinion
Based on 29 articles about UNP published over the past 30 days
Neutral
Business Wire
8 hours ago
Union Pacific Unveils Commemorative Lincoln Locomotive No. 1616 with First Trip Planned in May
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Railroad unveiled the Abraham Lincoln commemorative locomotive No. 1616 today in North Little Rock, Arkansas. Numerous dignitaries, including Arkansas Lt. Governor Leslie Rutledge, North Little Rock Mayor Terry Hartwick and Lincoln Presidential Foundation Chairman Emeritus Sergio “Satch” Pecori joined Union Pacific executives and railroaders to celebrate the pivotal role Lincoln played uniting the nation through rail and laying the foundation for Amer.
Neutral
Business Wire
2 days ago
Union Pacific Celebrates Record Number of Companies for Safely Transporting Chemicals
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Railroad recognized 147 companies with the 2024 Pinnacle Award for their dedication and commitment to safely transporting chemicals by rail. The annual award honors customers who implement release prevention protocols, corrective action plans and have zero non-accident releases of regulated hazardous materials shipments. “Union Pacific congratulates this year's Pinnacle Award winners for their outstanding commitment to safety,” said Kenny Rocker, exec.
Negative
Benzinga
5 days ago
Union Pacific Analysts Cut Their Forecasts After Downbeat Results
Union Pacific Corporation UNP reported worse-than-expected first-quarter 2025 results on Thursday.
Positive
Seeking Alpha
6 days ago
Union Pacific: I Couldn't Be More Bullish If I Tried
Uncertainty and tariffs dominate headlines, squeezing an already stretched market, but Union Pacific stands out as a resilient long-term winner with a strong CEO. Despite a 15% drop since January, UNP's latest earnings reveal resilience through flat revenue, disciplined cost control, and a focus on efficiency. UNP's cash flow fuels buybacks and dividend growth, while its valuation at 14.6x, 2027 earnings presents a compelling opportunity.
Neutral
Seeking Alpha
6 days ago
Union Pacific Corporation (UNP) Q1 2025 Earnings Call Transcript
Union Pacific Corporation (NYSE:UNP ) Q1 2025 Earnings Conference Call April 24, 2025 8:45 AM ET Company Participants Jim Vena - Chief Executive Officer Jennifer Hamann - Chief Financial Officer Kenny Rocker - Executive Vice President, Marketing and Sales Eric Gehringer - Executive Vice President, Operations Wes Hutcherson - Former Executive Vice President, Marketing and Sales Conference Call Participants Chris Wetherbee - Wells Fargo Tom Wadewitz - UBS Fadi Chamoun - BMO Capital Markets Brandon Oglenski - Barclays Scott Group - Wolfe Research Ken Hoexter - Bank of America Brian Ossenbeck - JPMorgan Jonathan Chappell - Evercore ISI Joe Hafling - Jefferies Daniel Imbro - Stephens Ari Rosa - Citigroup David Vernon - Bernstein Richa Harnain - Deutsche Bank Jeff Kauffman - Vertical Research Partners Oliver Holmes - Redburn Atlantic Jason Seidl - TD Cowen Jairam Nathan - Daiwa Operator Greetings. Welcome to Union Pacific's First Quarter 2025 Earnings Call.
Negative
Zacks Investment Research
6 days ago
Union Pacific's Q1 Earnings and Revenues Lag Estimates
Lower fuel surcharge and other revenues and an unfavorable business mix affect Union Pacific's first-quarter performance.
Neutral
Zacks Investment Research
6 days ago
Compared to Estimates, Union Pacific (UNP) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Union Pacific (UNP) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Negative
Investopedia
6 days ago
Union Pacific Results Come Up Short as Railroad Faced 'Uncertain Environment'
Union Pacific (UNP) shares dropped Thursday as the big freight railroad operator missed quarterly profit and sales forecasts on slumping energy and automotive shipments and lower fuel surcharges.
Negative
Zacks Investment Research
6 days ago
Union Pacific (UNP) Q1 Earnings and Revenues Miss Estimates
Union Pacific (UNP) came out with quarterly earnings of $2.70 per share, missing the Zacks Consensus Estimate of $2.73 per share. This compares to earnings of $2.69 per share a year ago.
Positive
The Motley Fool
6 days ago
Union Pacific: Stability Amid Miss in Q1
Freight-hauling giant Union Pacific (UNP 1.37%) reported first-quarter earnings on Thursday, April 24, that fell slightly short of analysts' consensus expectations. Earnings per share (EPS) (GAAP) were roughly flat year over year at $2.70 and short of the expected $2.74.
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