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, UP generated $24 billion of revenue in 2023 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, fertilizers, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.
Employees: 31,052
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
6% more funds holding in top 10
Funds holding in top 10: 49 [Q2] → 52 (+3) [Q3]
5% more repeat investments, than reductions
Existing positions increased: 990 | Existing positions reduced: 944
4% more capital invested
Capital invested by funds: $112B [Q2] → $117B (+$4.43B) [Q3]
1% more call options, than puts
Call options by funds: $1.23B | Put options by funds: $1.22B
0% less funds holding
Funds holding: 2,510 [Q2] → 2,508 (-2) [Q3]
1% less first-time investments, than exits
New positions opened: 172 | Existing positions closed: 174
3.54% less ownership
Funds ownership: 81.35% [Q2] → 77.81% (-3.54%) [Q3]
Research analyst outlook
21 Wall Street Analysts provided 1 year price targets over the past 3 months
21 analyst ratings
Barclays Brandon Oglenski 67% 1-year accuracy 45 / 67 met price target | 21%upside $285 | Overweight Maintained | 13 Nov 2024 |
Citigroup Ariel Rosa 60% 1-year accuracy 15 / 25 met price target | 13%upside $267 | Neutral Maintained | 12 Nov 2024 |
TD Cowen Jason Seidl 92% 1-year accuracy 23 / 25 met price target | 7%upside $252 | Buy Maintained | 25 Oct 2024 |
Barclays Brandon Oglenski 67% 1-year accuracy 45 / 67 met price target | 17%upside $275 | Overweight Maintained | 25 Oct 2024 |
RBC Capital Walter Spracklin 71% 1-year accuracy 12 / 17 met price target | 20%upside $283 | Outperform Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 22 articles about UNP published over the past 30 days