UNP

UNION PACIFIC CORP

NYSE · Railroads, Line-Haul Operating · Inc. UT · CIK 0000100885
$272.70 +1.65% $161.9B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)30 New Institutional Positions20 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$161.9B
Cap SizeLarge Cap
Analyst ConsensusBuy (66%)
Inst. Holders50 funds
Inst. Value$79.0B
Inst. Activity30 buys / 20 sells
Insider Activity0B / 4S
Insider Net $-$6.0M
Reddit Sentiment50° Neutral
SEC Reports1
Congressional3 trades
Exchange NYSE·Sector Railroads, Line-Haul Operating·Inc. UT·CIK 0000100885·Prev Close $268.28

Recent Activity

Jun 10, 2026 Insider
Powers Carrie J was granted 5.917 shares
VP & CONTROLLER @ $267.03 ($1.6K)
Jun 10, 2026 Insider
Hamann Jennifer L was granted 8.707 shares
EVP & CHIEF FINANCIAL OFFICER @ $267.03 ($2.3K)
Jun 10, 2026 Insider
Rocker Kenyatta G was granted 13.107 shares
EVP MARKETING & SALES @ $267.03 ($3.5K)
Apr 23, 2026 SEC
Union Pacific reported Q1 2026 EPS of $2.87, a 6% YoY increase, on revenue growth of 3% driven by pricing and volume gai
8-K — Impact 7/10
Inst.
Capital World Investors — ADD
27,072,234 shares ($6.6B)
Inst.
Capital Research Global Investors — ADD
16,906,409 shares ($4.1B)
Jul 22, 2026 earnings_calendar
UNP Q2 2026 Earnings Before Market Open — 2026-07-22
EPS est: $3.18 | Rev est: $6.4B
Apr 13, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House

Price Targets

$291.73 +7.0% upside Buy
Current $272.70 Low $239.00 Median $299.50 High $330.00 22 analysts
$239.00 $330.00

Analyst Ratings

Buy66% buy · 29 analysts
8Strong Buy
11Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 24, 2026 UBS MAINTAIN Neutral → Neutral
Apr 24, 2026 Citigroup MAINTAIN Buy → Buy
Apr 24, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 24, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 24, 2026 TD Cowen MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.13 $3.02 — $3.29 3% YoY 20
Next Q $3.31 $3.15 — $3.57 8% YoY 20
Current FY $12.59 $12.30 — $12.95 8% YoY 22
Next FY $13.70 $12.92 — $14.21 9% YoY 22

Top Institutional Holders

FundValueMove
BlackRock, Inc.$11.6B
VANGUARD CAPITAL MANAGEMENT LLC$9.4B
Capital World Investors$6.6BADD
STATE STREET CORP$6.5B
Capital Research Global Investors$4.1BADD

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Powers CarrieA$1.6K
Jun 10, 2026Hamann JenniferA$2.3K
Jun 10, 2026Rocker KenyattaA$3.5K
Jun 10, 2026Jalali RahulA$2.4K
Jun 10, 2026Conlin ChristinaA$1.9K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish

Congressional Trades

2 members: 1 buys, 2 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
John BoozmanRSELL$1,001 - $15,000
John BoozmanRSELL$1,001 - $15,000
50 institutional holders with $79.0B total value (325,449,012 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, Capital. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.47,778,540$11.6B14.7%
2VANGUARD CAPITAL MANAGEMENT LLC38,555,904$9.4B11.8%
3Capital World Investors27,072,234$6.6B8.3%ADD +34.4%
4STATE STREET CORP26,587,866$6.5B8.2%
5Capital Research Global Investors16,906,409$4.1B5.2%ADD +54.0%
6MORGAN STANLEY14,884,882$3.6B4.6%
7BANK OF AMERICA CORP /DE/14,463,071$3.5B4.4%
8VANGUARD PORTFOLIO MANAGEMENT LLC14,444,761$3.5B4.4%
9Invesco Ltd.7,277,360$1.8B2.2%
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/7,029,932$1.7B2.2%
11CANADA PENSION PLAN INVESTMENT BOARD6,084,355$1.5B1.9%
12FRANKLIN RESOURCES INC6,059,505$1.5B1.9%
13AMERIPRISE FINANCIAL INC5,171,644$1.3B1.6%
14DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,955,395$1.2B1.5%
15ROYAL BANK OF CANADA4,617,313$1.1B1.4%
16Nuveen, LLC4,614,321$1.1B1.4%
17RAYMOND JAMES FINANCIAL INC4,398,367$1.1B1.3%
18Legal & General Group Plc4,299,101$1.0B1.3%
19DEUTSCHE BANK AG\4,054,641$983.7M1.2%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,884,298$942.4M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsADD20,136,34927,072,234+34.4%$6.6B2026-Q1
Capital Research Global InvestorsADD10,980,90416,906,409+54.0%$4.1B2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD1,238,6611,676,764+35.4%$406.8M2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INCTRIM1,544,6801,033,797-33.1%$250.8M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD734,360929,527+26.6%$225.5M2026-Q1
FIFTH THIRD BANCORPADD565,228793,795+40.4%$192.6M2026-Q1
FIRST TRUST ADVISORS LPTRIM980,830587,719-40.1%$142.6M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM1,042,927510,710-51.0%$123.9M2026-Q1
Corvex Management LPTRIM686,363484,330-29.4%$117.5M2026-Q1
M&T BANK CORPDOUBLED18,904462,370+2345.9%$112.2M2026-Q1
Assenagon Asset Management S.A.DOUBLED131,680446,227+238.9%$108.3M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM605,687395,125-34.8%$95.8M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCADD241,047371,334+54.1%$90.1M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD207,993347,942+67.3%$84.4M2026-Q1
UniSuper Management Pty LtdTRIM465,907305,120-34.5%$74.0M2026-Q1
Point72 Asset Management, L.P.TRIM557,479276,064-50.5%$67.0M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD166,226217,576+30.9%$52.8M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM305,539206,158-32.5%$50.0M2026-Q1
Pinnacle Financial Partners, Inc.DOUBLED41,721172,106+312.5%$41.8M2026-Q1
MARSHALL WACE, LLPDOUBLED23,577147,000+523.5%$35.7M2026-Q1
Zurich Insurance Group Ltd/FITRIM207,615137,416-33.8%$33.3M2026-Q1
TD Waterhouse Canada Inc.ADD97,967133,663+36.4%$32.5M2026-Q1
Mediolanum International Funds LtdDOUBLED35,820133,690+273.2%$32.0M2026-Q1
Select Equity Group, L.P.TRIM179,275124,427-30.6%$30.2M2026-Q1
Varma Mutual Pension Insurance CoADD71,849104,849+45.9%$25.4M2026-Q1
18 unique insiders with 50 transactions. Net insider value: -$6.0M ($0.00 bought, $6.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Powers Carrie JVP & CONTROLLERAWARD5.917$267.03$1.6K
Jun 10, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERAWARD8.707$267.03$2.3K
Jun 10, 2026Rocker Kenyatta GEVP MARKETING & SALESAWARD13.107$267.03$3.5K
Jun 10, 2026Jalali RahulEVP & CHIEF INFORMATION OFFICEAWARD8.988$267.03$2.4K
Jun 10, 2026Conlin Christina BEVP CHIEF LEGAL OFFICER & CORPAWARD7.134$267.03$1.9K
Jun 10, 2026Gehringer Eric JEVP OPERATIONSAWARD13.107$267.03$3.5K
Jun 3, 2026Gehringer Eric JEVP OPERATIONSSELL2,991$263.96$789.5K
May 10, 2026Powers Carrie JVP & CONTROLLERAWARD5.97$264.65$1.6K
May 10, 2026Gehringer Eric JEVP OPERATIONSAWARD14.17$264.65$3.8K
May 10, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERAWARD8.786$264.65$2.3K
May 10, 2026Conlin Christina BEVP CHIEF LEGAL OFFICER & CORPAWARD7.198$264.65$1.9K
May 10, 2026Rocker Kenyatta GEVP MARKETING & SALESAWARD13.225$264.65$3.5K
May 10, 2026Jalali RahulEVP & CHIEF INFORMATION OFFICEAWARD9.068$264.65$2.4K
Apr 24, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERSELL2,000$274.70$549.4K
Apr 24, 2026Rocker Kenyatta GEVP MARKETING & SALESEXERCISE15,531$186.11$2.9M
Apr 24, 2026Rocker Kenyatta GEVP MARKETING & SALESSELL15,531$271.76$4.2M
Apr 24, 2026Rocker Kenyatta GEVP MARKETING & SALESEXERCISE11,856
Apr 10, 2026Jalali RahulEVP & CHIEF INFORMATION OFFICEAWARD9.581$250.51$2.4K
Apr 10, 2026Powers Carrie JVP & CONTROLLERAWARD6.307$250.51$1.6K
Apr 10, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERAWARD9.281$250.51$2.3K
Apr 10, 2026Vena Vincenzo JCHIEF EXECUTIVE OFFICERAWARD11.976$250.51$3.0K
Apr 10, 2026Conlin Christina BEVP CHIEF LEGAL OFFICER & CORPAWARD7.605$250.51$1.9K
Apr 10, 2026Gehringer Eric JEVP OPERATIONSAWARD14.969$250.51$3.7K
Apr 10, 2026Rocker Kenyatta GEVP MARKETING & SALESAWARD13.971$250.51$3.5K
Apr 1, 2026Lute Jane HDirectorAWARD411$243.12$99.9K
Apr 1, 2026MCCARTHY MICHAEL RDirectorAWARD917$243.12$222.9K
Apr 1, 2026Simons DoyleDirectorAWARD346$243.12$84.1K
Apr 1, 2026Tien John K JrDirectorAWARD189$243.12$45.9K
Apr 1, 2026Edison Sheri H.DirectorAWARD198$243.12$48.1K
Apr 1, 2026Finley TeresaDirectorAWARD198$243.12$48.1K
Apr 1, 2026WIEHOFF JOHNDirectorAWARD191$243.12$46.4K
Apr 1, 2026Will W AnthonyDirectorAWARD179$243.12$43.5K
Apr 1, 2026WILLIAMS CHRISTOPHER JDirectorAWARD213$243.12$51.8K
Apr 1, 2026DILLON DAVID BDirectorAWARD256$243.12$62.2K
Apr 1, 2026HOPKINS DEBORAH CDirectorAWARD251$243.12$61.0K
Mar 20, 2026Gehringer Eric JEVP OPERATIONSSELL1,999$234.93$469.6K
Mar 10, 2026Jalali RahulEVP & CHIEF INFORMATION OFFICEAWARD9.064$250.21$2.3K
Mar 10, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERAWARD8.524$250.21$2.1K
Mar 10, 2026Conlin Christina BEVP CHIEF LEGAL OFFICER & CORPAWARD6.894$250.21$1.7K
Mar 10, 2026Vena Vincenzo JCHIEF EXECUTIVE OFFICERAWARD29.974$250.21$7.5K
Mar 10, 2026Rocker Kenyatta GEVP MARKETING & SALESAWARD12.19$250.21$3.1K
Mar 10, 2026Powers Carrie JVP & CONTROLLERAWARD6.095$250.21$1.5K
Mar 10, 2026Gehringer Eric JEVP OPERATIONSAWARD13.988$250.21$3.5K
Feb 12, 2026Gehringer Eric JEVP OPERATIONSTAX W/H3,241$262.81$851.8K
Feb 12, 2026Gehringer Eric JEVP OPERATIONSEXERCISE5,271$161.57$851.6K
Feb 12, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICEREXERCISE4,243$124.86$529.8K
Feb 12, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERTAX W/H2,016$262.81$529.8K
Feb 10, 2026Conlin Christina BEVP CHIEF LEGAL OFFICER & CORPAWARD6.601$261.32$1.7K
Feb 10, 2026Vena Vincenzo JCHIEF EXECUTIVE OFFICERAWARD28.701$261.32$7.5K
Feb 10, 2026Powers Carrie JVP & CONTROLLERAWARD5.835$261.32$1.5K
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (66% buy). Based on 29 analysts: 8 strong buy, 11 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$291.73 mean target +7.0% upside Buy (1.83)
$239.00 Low $330.00 High
MetricValue
Current Price$272.70
Target Low$239.00
Target Mean$291.73
Target Median$299.50
Target High$330.00
# Analysts22
RecommendationBuy (1.83)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.13 $3.02 $3.29 3.4% +0.3% 1↑ 1↓ $6.5B 6.4% 20
Next Q
2026-09-30
$3.31 $3.15 $3.57 7.5% +0.2% 2↑ 0↓ $6.7B 6.5% 20
Current FY
2026-12-31
$12.59 $12.30 $12.95 8.0% +0.1% 2↑ 0↓ $26.0B 5.9% 22
Next FY
2027-12-31
$13.70 $12.92 $14.21 8.9% +0.0% 2↑ 0↓ $27.1B 4.4% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.134
7d ago$3.132+0.002
30d ago$3.125+0.008
60d ago$3.142-0.009
90d ago$3.140-0.006
12 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 24, 2026 UBS MAINTAIN Neutral Neutral
Apr 24, 2026 Citigroup MAINTAIN Buy Buy
Apr 24, 2026 Barclays MAINTAIN Overweight Overweight
Apr 24, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 24, 2026 TD Cowen MAINTAIN Buy Buy
Apr 24, 2026 Benchmark MAINTAIN Buy Buy
Apr 24, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 24, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 24, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Apr 17, 2026 Benchmark MAINTAIN Buy Buy
Apr 7, 2026 Citigroup MAINTAIN Buy Buy
Mar 31, 2026 Bernstein MAINTAIN Outperform Outperform
Mar 19, 2026 Evercore ISI Group UPGRADE In-Line Outperform
Mar 6, 2026 Baird UPGRADE Neutral Outperform
Jan 28, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 28, 2026 Citigroup MAINTAIN Buy Buy
Jan 12, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 7, 2026 BMO Capital DOWNGRADE Outperform Market Perform
Dec 16, 2025 Barclays MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026811100066%
May 1, 2026812100067%
Apr 1, 2026912100068%
Mar 1, 2026910120061%
Feb 1, 2026910120061%
Jan 1, 2026912100068%
Dec 1, 202591390071%
Nov 1, 2025912110066%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Union Pacific CorpMay 13, 2026 (31d)
Feb 19, 2026John BoozmanRSENATESELL$1,001 - $15,000Union Pacific CorpMar 6, 2026 (16d)
Jan 29, 2026John BoozmanRSENATESELL$1,001 - $15,000Union Pacific CorpFeb 15, 2026 (18d)
50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 15, 2026144° Neutral001

Recent Reddit Threads

r/stocks Neutral 10d 20h ago
What is the likelihood that UNP/NSC merger happens?
▲ 1 💬 0 ⚡ 0.5
r/options Neutral 3mo ago
UNP - Union Pacifc
▲ 5 💬 7 ⚡ 0.0
Jul 22, 2026
earnings_calendar
UNP Q2 2026 Earnings Before Market Open — 2026-07-22
EPS est: $3.18 | Rev est: $6.4B
Jun 5, 2026
short_volume
Short Volume: UNP — 56.5% short (0.7M / 1.2M)
Short: 666,457 | Exempt: 2,821 | TRF Vol: 1,179,527 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: UNP — 64.2% short (0.7M / 1.1M)
Short: 698,340 | Exempt: 1,473 | TRF Vol: 1,088,002 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: UNP — 62.5% short (1.8M / 2.9M)
Short: 1,839,075 | Exempt: 1,654 | TRF Vol: 2,940,285 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: UNP — 63.0% short (0.9M / 1.4M)
Short: 881,115 | Exempt: 3,057 | TRF Vol: 1,399,216 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: UNP — 64.5% short (0.6M / 1.0M)
Short: 637,895 | Exempt: 2,101 | TRF Vol: 989,009 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: UNP — 55.8% short (0.5M / 0.9M)
Short: 517,883 | Exempt: 3,813 | TRF Vol: 927,339 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: UNP — 65.0% short (0.8M / 1.2M)
Short: 796,019 | Exempt: 4,082 | TRF Vol: 1,225,274 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: UNP — 4.0M shares, 91,251 trades
Week starting 2026-05-18. Total ATS volume: 3,988,906 shares across 91,251 trades.
May 13, 2026
short_volume
Short Volume: UNP — 56.2% short (0.4M / 0.7M)
Short: 397,359 | Exempt: 0 | TRF Vol: 707,488 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: UNP — 59.6% short (0.6M / 1.0M)
Short: 600,195 | Exempt: 345 | TRF Vol: 1,007,623 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: UNP — 56.8% short (0.3M / 0.6M)
Short: 318,477 | Exempt: 2,951 | TRF Vol: 561,163 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_interest
FTD: UNP — 64,905 shares ($17.2M) failed to deliver
Settlement: 20260511, Price: $264.65, FTD Value: $17,177,108.25, UNION PACIFIC CORPORATION
May 11, 2026
dark_pool
Dark Pool: UNP — 3.1M shares, 73,123 trades
Week starting 2026-05-11. Total ATS volume: 3,065,562 shares across 73,123 trades.
May 8, 2026
short_volume
Short Volume: UNP — 65.0% short (0.4M / 0.7M)
Short: 438,983 | Exempt: 110 | TRF Vol: 675,525 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)