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 Q4 regulatory filings by fund managers ($100M+ AUM)
52% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 161
34% more call options, than puts
Call options by funds: $1.23B | Put options by funds: $914M
0.73% more ownership
Funds ownership: 79.42% [Q3] → 80.15% (+0.73%) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 955 | Existing positions reduced: 951
1% less funds holding
Funds holding: 2,565 [Q3] → 2,536 (-29) [Q4]
6% less capital invested
Capital invested by funds: $119B [Q3] → $113B (-$6.83B) [Q4]
17% less funds holding in top 10
Funds holding in top 10: 52 [Q3] → 43 (-9) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Loop Capital Rick Paterson 22% 1-year accuracy 2 / 9 met price target | 19%downside $200 | Sell Downgraded | 3 Feb 2025 |
Raymond James Patrick Tyler Brown 65% 1-year accuracy 26 / 40 met price target | 16%upside $285 | Strong Buy Reiterated | 24 Jan 2025 |
BMO Capital Fadi Chamoun 69% 1-year accuracy 11 / 16 met price target | 13%upside $277 | Outperform Maintained | 24 Jan 2025 |
Benchmark Nathan Martin 34% 1-year accuracy 10 / 29 met price target | 12%upside $275 | Buy Maintained | 24 Jan 2025 |
Stifel Benjamin Nolan 44% 1-year accuracy 19 / 43 met price target | 10%upside $270 | Buy Maintained | 24 Jan 2025 |
Financial journalist opinion
Based on 30 articles about UNP published over the past 30 days
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