UNP

UNION PACIFIC CORP

NYSE · Railroads, Line-Haul Operating · Inc. UT · CIK 0000100885
$266.04 +0.09% $157.8B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)Congressional Activity (1)
Vol
Market Cap$157.8B
Cap SizeLarge Cap
Analyst ConsensusBuy (67%)
Inst. Holders13 funds
Inst. Value$24.0B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$5.2M
Reddit Sentiment50° Neutral
SEC Reports1
Congressional3 trades
Exchange NYSE·Sector Railroads, Line-Haul Operating·Inc. UT·CIK 0000100885·Prev Close $265.80

Recent Activity

May 10, 2026 Insider
Powers Carrie J sold 5.97 shares
VP & CONTROLLER @ $264.65 ($1.6K)
May 10, 2026 Insider
Gehringer Eric J sold 14.17 shares
EVP OPERATIONS @ $264.65 ($3.8K)
May 10, 2026 Insider
Hamann Jennifer L sold 8.786 shares
EVP & CHIEF FINANCIAL OFFICER @ $264.65 ($2.3K)
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.
NORGES BANK — NEW
7,694,566 shares ($1.8B)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
295,200 shares ($68.3M)
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

$291.05 +9.4% upside Buy
Current $266.04 Low $239.00 Median $294.50 High $330.00 22 analysts
$239.00 $330.00

Analyst Ratings

Buy67% buy · 30 analysts
8Strong Buy
12Buy
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 ▲ +0.7% $3.15 — $3.57 7% YoY 20
Current FY $12.57 ▲ +1.0% $12.30 — $12.95 8% YoY 22
Next FY $13.69 ▲ +0.8% $12.92 — $14.21 9% YoY 22

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$13.7B
MORGAN STANLEY$2.9B
BANK OF AMERICA CORP$2.9B
NORGES BANK$1.8BNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$871.9MNEW

Recent Insider Trades

DateInsiderTypeValue
May 10, 2026Powers CarrieA$1.6K
May 10, 2026Gehringer EricA$3.8K
May 10, 2026Hamann JenniferA$2.3K
May 10, 2026Conlin ChristinaA$1.9K
May 10, 2026Rocker KenyattaA$3.5K

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
13 institutional holders with $24.0B total value (103,943,200 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC59,329,262$13.7B57.1%
2MORGAN STANLEY12,636,050$2.9B12.2%
3BANK OF AMERICA CORP /DE/12,378,263$2.9B11.9%
4NORGES BANK7,694,566$1.8B7.4%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,769,057$871.9M3.6%NEW
6WELLS FARGO & COMPANY/MN3,262,607$754.7M3.1%
7FMR LLC2,039,803$471.8M2.0%TRIM -29.2%
8Corvex Management LP1,186,363$274.4M1.1%NEW
9TWO SIGMA INVESTMENTS, LP913,198$211.2M0.9%DOUBLED +1267.8%
10RENAISSANCE TECHNOLOGIES LLC295,200$68.3M0.3%TRIM -68.8%
11DODGE & COX263,116$60.9M0.3%
12Cullen Capital Management, LLC155,665$36.0M0.1%DOUBLED +1612.7%
13Tweedy, Browne Co LLC20,050$4.6M0.0%TRIM -48.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW7,694,566$1.8B2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM945,700295,200-68.8%$68.3M2025-Q4
Cullen Capital Management, LLCDOUBLED9,089155,665+1612.7%$36.0M2025-Q4
FMR LLCTRIM3,643,2112,580,135-29.2%$609.9M2025-Q3
Corvex Management LPNEW1,177,863$278.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD755,400945,700+25.2%$223.5M2025-Q3
NORGES BANKEXIT8,068,2370-100.0%$0.002025-Q3
NORGES BANKNEW8,068,237$1.9B2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED74,5381,019,532+1267.8%$234.6M2025-Q2
CITADEL ADVISORS LLCADD995,4251,357,986+36.4%$320.8M2025-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED61,500717,900+1067.3%$169.6M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM161,60974,538-53.9%$17.6M2025-Q1
NORGES BANKEXIT8,451,9230-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM1,524,163995,425-34.7%$227.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED29,00061,500+112.1%$14.0M2024-Q4
Tweedy, Browne Co LLCTRIM42,88921,965-48.8%$5.0M2024-Q4
Meritage Group LPEXIT1,122,7940-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW3,561,936$877.9M2024-Q3
18 unique insiders with 3 transactions. Net insider value: -$5.2M ($0.00 bought, $5.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 10, 2026Powers Carrie JVP & CONTROLLERA5.97$264.65$1.6K
May 10, 2026Gehringer Eric JEVP OPERATIONSA14.17$264.65$3.8K
May 10, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERA8.786$264.65$2.3K
May 10, 2026Conlin Christina BEVP CHIEF LEGAL OFFICER & CORPA7.198$264.65$1.9K
May 10, 2026Rocker Kenyatta GEVP MARKETING & SALESA13.225$264.65$3.5K
May 10, 2026Jalali RahulEVP & CHIEF INFORMATION OFFICEA9.068$264.65$2.4K
Apr 24, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERSELL2,000$274.70$549.4K
Apr 24, 2026Rocker Kenyatta GEVP MARKETING & SALESM15,531$186.11$2.9M
Apr 24, 2026Rocker Kenyatta GEVP MARKETING & SALESSELL15,531$271.76$4.2M
Apr 24, 2026Rocker Kenyatta GEVP MARKETING & SALESM11,856$0.00$0.00
Apr 10, 2026Jalali RahulEVP & CHIEF INFORMATION OFFICEA9.581$250.51$2.4K
Apr 10, 2026Powers Carrie JVP & CONTROLLERA6.307$250.51$1.6K
Apr 10, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERA9.281$250.51$2.3K
Apr 10, 2026Vena Vincenzo JCHIEF EXECUTIVE OFFICERA11.976$250.51$3.0K
Apr 10, 2026Conlin Christina BEVP CHIEF LEGAL OFFICER & CORPA7.605$250.51$1.9K
Apr 10, 2026Gehringer Eric JEVP OPERATIONSA14.969$250.51$3.7K
Apr 10, 2026Rocker Kenyatta GEVP MARKETING & SALESA13.971$250.51$3.5K
Apr 1, 2026Lute Jane HDirectorA411$243.12$99.9K
Apr 1, 2026MCCARTHY MICHAEL RDirectorA917$243.12$222.9K
Apr 1, 2026Simons DoyleDirectorA346$243.12$84.1K
Apr 1, 2026Tien John K JrDirectorA189$243.12$45.9K
Apr 1, 2026Edison Sheri H.DirectorA198$243.12$48.1K
Apr 1, 2026Finley TeresaDirectorA198$243.12$48.1K
Apr 1, 2026WIEHOFF JOHNDirectorA191$243.12$46.4K
Apr 1, 2026Will W AnthonyDirectorA179$243.12$43.5K
Apr 1, 2026WILLIAMS CHRISTOPHER JDirectorA213$243.12$51.8K
Apr 1, 2026DILLON DAVID BDirectorA256$243.12$62.2K
Apr 1, 2026HOPKINS DEBORAH CDirectorA251$243.12$61.0K
Mar 20, 2026Gehringer Eric JEVP OPERATIONSSELL1,999$234.93$469.6K
Mar 10, 2026Jalali RahulEVP & CHIEF INFORMATION OFFICEA9.064$250.21$2.3K
Mar 10, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERA8.524$250.21$2.1K
Mar 10, 2026Conlin Christina BEVP CHIEF LEGAL OFFICER & CORPA6.894$250.21$1.7K
Mar 10, 2026Vena Vincenzo JCHIEF EXECUTIVE OFFICERA29.974$250.21$7.5K
Mar 10, 2026Rocker Kenyatta GEVP MARKETING & SALESA12.19$250.21$3.1K
Mar 10, 2026Powers Carrie JVP & CONTROLLERA6.095$250.21$1.5K
Mar 10, 2026Gehringer Eric JEVP OPERATIONSA13.988$250.21$3.5K
Feb 12, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERM4,243$0.00$0.00
Feb 12, 2026Gehringer Eric JEVP OPERATIONSF3,241$262.81$851.8K
Feb 12, 2026Gehringer Eric JEVP OPERATIONSM5,271$0.00$0.00
Feb 12, 2026Gehringer Eric JEVP OPERATIONSM5,271$161.57$851.6K
Feb 12, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERM4,243$124.86$529.8K
Feb 12, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERF2,016$262.81$529.8K
Feb 10, 2026Conlin Christina BEVP CHIEF LEGAL OFFICER & CORPA6.601$261.32$1.7K
Feb 10, 2026Vena Vincenzo JCHIEF EXECUTIVE OFFICERA28.701$261.32$7.5K
Feb 10, 2026Powers Carrie JVP & CONTROLLERA5.835$261.32$1.5K
Feb 10, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERA8.163$261.32$2.1K
Feb 10, 2026Gehringer Eric JEVP OPERATIONSA13.394$261.32$3.5K
Feb 10, 2026Jalali RahulEVP & CHIEF INFORMATION OFFICEA8.679$261.32$2.3K
Feb 10, 2026Rocker Kenyatta GEVP MARKETING & SALESA11.672$261.32$3.1K
Feb 9, 2026Hamann Jennifer LEVP & CHIEF FINANCIAL OFFICERF2,680$254.34$681.6K
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 (67% buy). Based on 30 analysts: 8 strong buy, 12 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$291.05 mean target +9.4% upside Buy (1.83)
$239.00 Low $330.00 High
MetricValue
Current Price$266.04
Target Low$239.00
Target Mean$291.05
Target Median$294.50
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% +0.4% 9↑ 11↓ $6.5B 6.4% 20
Next Q
2026-09-30
$3.31 $3.15 $3.57 7.3% +0.7% 14↑ 6↓ $6.6B 6.3% 20
Current FY
2026-12-31
$12.57 $12.30 $12.95 7.8% +1.0% 19↑ 3↓ $26.0B 5.9% 22
Next FY
2027-12-31
$13.69 $12.92 $14.21 8.8% +0.8% 18↑ 3↓ $27.1B 4.4% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.132
7d ago$3.130+0.002
30d ago$3.120+0.012
60d ago$3.140-0.008
90d ago$3.140-0.008
13 analyst firms have rated this stock: 2 upgrades, 2 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
Dec 11, 2025 Deutsche Bank DOWNGRADE Buy Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
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/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
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 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 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)
May 7, 2026
short_volume
Short Volume: UNP — 60.1% short (0.4M / 0.7M)
Short: 437,339 | Exempt: 770 | TRF Vol: 727,468 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: UNP — 60.4% short (0.5M / 0.8M)
Short: 502,192 | Exempt: 898 | TRF Vol: 831,787 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: UNP — 64.7% short (0.7M / 1.1M)
Short: 709,185 | Exempt: 117 | TRF Vol: 1,096,080 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: UNP — 56.8% short (0.6M / 1.1M)
Short: 627,526 | Exempt: 70 | TRF Vol: 1,105,329 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: UNP — 62.0% short (0.6M / 0.9M)
Short: 553,443 | Exempt: 0 | TRF Vol: 892,659 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: UNP — 56.7% short (0.7M / 1.1M)
Short: 652,120 | Exempt: 140 | TRF Vol: 1,149,694 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_interest
FTD: UNP — 9,500 shares ($2.6M) failed to deliver
Settlement: 20260427, Price: $268.70, FTD Value: $2,552,650, UNION PACIFIC CORPORATION
Apr 27, 2026
dark_pool
Dark Pool: UNP — 3.7M shares, 89,131 trades
Week starting 2026-04-27. Total ATS volume: 3,687,480 shares across 89,131 trades.
Apr 24, 2026
short_volume
Short Volume: UNP — 60.7% short (0.9M / 1.5M)
Short: 910,157 | Exempt: 38,262 | TRF Vol: 1,498,251 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
Enforcement
1:25-cv-07372 Juarez Hernandez v. Union Settlement Association, Inc.
Court ruling from United States District Court for the Southern District of New York. Docket: N/A