Inside the research

Union Pacific Corporation

UNP Research profile · latest available data

Price overview

$273.79

▼ -0.28 (-0.1%)

52w hi$309.19
52w lo$211.90
Vol1.82M
As of25 Sep 2026

The Verdict

Hold

Our score +0.19

Short+0.30
Medium+0.17
Long+0.03

computed 2026-09-27

Key fundamentals

Union Pacific Corporation

Industrials · Railroads

Market cap$162.65B
Enterprise value$191.71B
Trailing P/E22.17x
Forward P/E19.31x
EV / EBITDA14.88x
P / S (ttm)6.40x
Profit margin28.8%
Return on equity39.7%
Revenue growth+11.5%
Earnings growth+6.6%
Debt / equity150.77

Layer Breakdown

LayerRawContribution
Fundamental+0.22
Sector-0.01
Technical+0.19
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. It offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, and ethanol and renewable biofuel producers; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers. The company was founded in 1862 and is headquartered in Omaha, Nebraska.

United States · www.up.com

Risk Metrics

Beta vs SPX0.57
Corr SPX0.40
Annual vol23.2%
Annual ret+8.2%
Sharpe0.35
Max DD-18.1%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$291.00
High / Low$330.00 / $239.00
Median$290.00
Analysts23
Strong Buy2
Buy14
Hold7
Sell0
Strong Sell1

Recent rating actions

2026-04-24Wells Fargo→ Overweight
2026-04-24UBS→ Neutral
2026-04-24TD Cowen→ Buy
2026-04-24RBC Capital→ Outperform
2026-04-24JP Morgan→ Neutral
2026-04-24Citigroup→ Buy

Officers & Board

ManagerLance M. Fritz current

Material Events

DateEvent8-K
2026-07-23Earnings Release, Exhibitsread
2026-05-18Shareholder Voteread
2026-04-23Earnings Release, Exhibitsread
2026-01-27Earnings Release, Exhibitsread
2025-12-19Reg FD Disclosure, Exhibitsread
2025-12-12Officer / Director Change, Reg FD Disclosure…read
2025-11-17Shareholder Vote, Other Material Event…read
2025-11-06Other Material Eventread
2025-10-23Earnings Release, Exhibitsread
2025-09-10Reg FD Disclosureread
2025-07-29Other Material Event, Exhibitsread
2025-07-29Material Agreement, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-10Powers Carrie JVP & CONTROLLERGrant5$1.58K
2026-08-10Conlin Christina BEVP CHIEF LEGAL OFFICER &Grant2$635
2026-08-10Jalali RahulEVP & CHIEF INFORMATION OGrant8$2.40K
2026-08-10Rocker Kenyatta GEVP MARKETING & SALESGrant3$744
2026-08-10Hamann Jennifer LEVP & CHIEF FINANCIAL OFFGrant8$2.32K
2026-07-10Powers Carrie JVP & CONTROLLERGrant6$1.58K
2026-07-10Jalali RahulEVP & CHIEF INFORMATION OGrant8$2.40K
2026-07-10Rocker Kenyatta GEVP MARKETING & SALESGrant5$1.40K
2026-07-10Rocker Kenyatta GEVP MARKETING & SALESGrant3$744
2026-07-10Hamann Jennifer LEVP & CHIEF FINANCIAL OFFGrant8$2.32K

Flow & Concentration

Insider 180d net-$7.99M
Insider buys / sells0 / 3
Insider biasSellers
13F holders0
Top-5 share0.0%
HHI0 (—)

Connections

Subsidiarys: Union Pacific Railroad

Suppliers: 8046.TW, TFC

Dividends

Yield (TTM)1.01%
$ / share (TTM)$2.76
5y CAGR+7.0%

Annual dividend per share

2021$4.29
2022$5.08
2023$5.20
2024$5.28
2025$5.44
2026$1.38

Federal Contracts

AmountAgencyDescription
$80.00KDepartment of TransportationPURCHASE ORDER FOR UNION PACIFIC RAILROAD SERVICES ON CFLHD PROJECT: CA NP MOJA
$57.85KDepartment of TransportationRAILROAD UTILITY LINE RELOCATION - CO FLAP PUW16(1) NICHOLS ROAD
$55.82KDepartment of TransportationCA NP MOJA 11(2) 10(2) KELSO CIMA & KELBAKER ROADS UNION PACIFIC RAILROAD- KELSO
$8.00KDepartment of DefenseCMP ROBERTS_UNION PACIFIC_RAIL CARS
$0Department of TransportationREIMBURSEMENT OF COSTS FOR REVIEW OF PLANS

SEC Filings

DateFormDoc
2026-08-114view
2026-08-114view
2026-08-114view
2026-08-114view
2026-08-114view
2026-07-2310-Qview
2026-07-238-Kview
2026-07-134view
2026-07-134view
2026-07-134view
2026-07-134view
2026-07-134view
2026-07-024view
2026-07-024view
2026-07-024view

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$24.51B+3.5%
Operating income$9.85B+6.9%
Net income$6.38B+6.5%
Cash from ops$9.35B+11.0%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$273.04$275.00$272.33$273.791.82M
Sep 24$274.93$276.32$272.42$274.072.09M
Sep 23$273.95$277.38$273.91$275.531.90M
Sep 22$271.05$274.73$269.45$274.413.66M
Sep 21$278.80$279.20$268.26$269.635.74M

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