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, 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
0
Funds holding %
of 7,390 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
61% more first-time investments, than exits
New positions opened: 267 | Existing positions closed: 166
34% more call options, than puts
Call options by funds: $1.23B | Put options by funds: $914M
2% more funds holding
Funds holding: 2,570 [Q3] → 2,619 (+49) [Q4]
0.63% more ownership
Funds ownership: 79.28% [Q3] → 79.92% (+0.63%) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 978 | Existing positions reduced: 977
5% less capital invested
Capital invested by funds: $119B [Q3] → $113B (-$6.27B) [Q4]
15% less funds holding in top 10
Funds holding in top 10: 52 [Q3] → 44 (-8) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$200
14%
downside
Avg. target
$261
12%
upside
High target
$285
23%
upside
9 analyst ratings
6 positive
67%
2 neutral
22%
1 negative
11%
Susquehanna Bascome Majors 38% 1-year accuracy 16 / 42 met price target | 10%upside $255 | Neutral Maintained | 27 Mar 2025 |
Wells Fargo Christian Wetherbee 35% 1-year accuracy 17 / 49 met price target | 12%upside $260 | Overweight Maintained | 27 Mar 2025 |
Loop Capital Rick Paterson 33% 1-year accuracy 3 / 9 met price target | 14%downside $200 | Sell Downgraded | 3 Feb 2025 |
Raymond James Patrick Tyler Brown 24% 1-year accuracy 10 / 41 met price target | 23%upside $285 | Strong Buy Reiterated | 24 Jan 2025 |
BMO Capital Fadi Chamoun 25% 1-year accuracy 4 / 16 met price target | 19%upside $277 | Outperform Maintained | 24 Jan 2025 |
Financial journalist opinion
Based on 19 articles about UNP published over the past 30 days
Positive
Zacks Investment Research
2 days ago
Union Pacific Expands in Kansas City With New Lease Agreement
UNP plans to lease about 12 acres of land and four miles of track in central Kansas City to Jaguar Transport.
Neutral
Business Wire
3 days ago
Union Pacific and Jaguar Transport Holding LLC Primed for Growth in Kansas City
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Railroad announced today it has entered into an agreement with Jaguar Transport Holdings LLC to provide short line rail service in the Central Industrial District in Kansas City, a move that will enhance customer service and support regional economic growth. Union Pacific will lease about 12 acres of land and four miles of track in central Kansas City to Jaguar Transport, a leading transportation logistics company with experience in short line rail, w.
Positive
Benzinga
3 days ago
Union Pacific Stock Up 1% After Key Signal Amid S&P 500's 1% Drop
UNP HOLDS STEADY AS THE BROAD MARKET DECLINES OVER 1%
Neutral
Business Wire
3 days ago
Union Pacific Corporation Announces First Quarter 2025 Earnings Release Date
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Corporation (NYSE: UNP) will release first quarter 2025 financial and operating results on Thursday, Apr. 24, 2025, at 7:45 a.m. ET. The company's management team will host a conference call and live webcast at 8:45 a.m. ET. Parties interested in participating via teleconference may dial 877-407-8293. International callers may dial 201-689-8349. A live webcast of the presentation and materials will be available in the investor relations section of Uni.
Negative
Zacks Investment Research
6 days ago
Union Pacific Strong on Dividends Despite Freight Downturn
UNP aims to cut costs to combat weak revenues. A high debt load is a concern.
Positive
Seeking Alpha
1 week ago
3 Bold Moves, 1 Game-Changer - My Portfolio Just Got A Massive Upgrade
Amid market volatility, I've reduced my cash position to 9% by making strategic portfolio moves, focusing on long-term opportunities rather than short-term trading. I consolidated holdings in a key sector, doubling down on a top position, and added a new high-conviction pick with strong growth potential and secular tailwinds. These changes reflect my disciplined approach: investing opportunistically, prioritizing quality, and staying committed to a multi-decade investment horizon.
Neutral
Business Wire
1 week ago
Union Pacific Announces Appointment of Christina Conlin to Senior Vice President, Chief Legal Officer and Corporate Secretary
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Railroad has announced the appointment of Christina Conlin as senior vice president, chief legal officer and corporate secretary succeeding Craig Richardson, who is set to retire at the end of March. Conlin will oversee all aspects of the company's legal affairs, including commercial transactions and litigation, labor and employment and regulatory matters. She will also lead the company's claims management team. “Christina is a wonderful addition to t.
Positive
Zacks Investment Research
1 week ago
Union Pacific Inks Deal With National Conference of Firemen & Oilers
The announcement of a new tentative deal with the National Conference of Firemen & Oilers marks UNP's favorable terms with unions.
Neutral
Business Wire
1 week ago
Union Pacific and National Conference of Firemen & Oilers Reach Tentative Agreement
OMAHA, Neb.--(BUSINESS WIRE)--Union Pacific Railroad and the National Conference of Firemen & Oilers (NCFO) announced a tentative agreement that will be sent to NCFO members for ratification. The tentative agreement covers a five-year term and includes wage increases, additional vacation time, health and welfare benefits and minor work rule changes. “Today's agreement will allow all of us, as railroaders, to focus on the future, growing together and providing the service we sold to our cust.
Positive
Seeking Alpha
1 week ago
Chaos? Bring It On: My Dividend Playbook For This Wild Market
Volatility is back, and while it's normal, fear dominates. Investors are uneasy despite no official correction, as past gains spoiled expectations. Economic uncertainty, rising debt, and inflation risks fuel market anxiety. If Trump acts on lower rates, short-term pain may be inevitable. I'm seizing opportunities, focusing on value and cyclical dividend growth. Buying dips has historically paid off, and I'm betting big on key stocks.
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