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: 30,146
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
30% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 138
0% more capital invested
Capital invested by funds: $113B [Q4 2024] → $113B (+$150M) [Q1 2025]
0.56% less ownership
Funds ownership: 80.34% [Q4 2024] → 79.79% (-0.56%) [Q1 2025]
1% less funds holding
Funds holding: 2,650 [Q4 2024] → 2,632 (-18) [Q1 2025]
5% less repeat investments, than reductions
Existing positions increased: 998 | Existing positions reduced: 1,053
7% less funds holding in top 10
Funds holding in top 10: 45 [Q4 2024] → 42 (-3) [Q1 2025]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Goldman Sachs Jordan Alliger | 18%upside $263 | Neutral Downgraded | 2 Jun 2025 |
B of A Securities Ken Hoexter | 17%upside $262 | Buy Maintained | 16 May 2025 |
Stephens & Co. Daniel Imbro | 14%upside $255 | Overweight Maintained | 28 Apr 2025 |
Susquehanna Bascome Majors | 10%upside $245 | Neutral Maintained | 25 Apr 2025 |
Raymond James Patrick Tyler Brown | 16%upside $258 | Strong Buy Maintained | 25 Apr 2025 |
Financial journalist opinion
Based on 11 articles about UNP published over the past 30 days









