UNP Union Pacific Corporation

bullish · high conviction track record → $249.40 -1.85 (-0.7%)
Get emailed when UNP changes direction
Mkt Cap $150B P/E 21.1 fwd 18.6 52wk $206.63 - $268.14 2h ago
Insider selling: $4,857,270 sold by 10 insiders (30d)
Est. revisions: -0.7% (3 up, 11 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.1)

Factor Model

net +1.1 2.9 / 10
Est. Revisions
+0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.8
Narrative Gap
+0.0

Union Pacific Beats Q1 EPS, Reaffirms 2026 Outlook

Watch: Monitor next earnings call and locomotive delivery updates for execution progress and impact on freight volumes.

Union Pacific beat Q1 diluted EPS estimates with $2.87 reported versus $2.86 expected and posted operating revenue of $6.217 billion, 3% higher year-over-year, beating the $6.199 billion estimate. The company reaffirmed its 2026 guidance for mid-single-digit EPS growth and strong cash generation. Shares slipped 0.2% to $270.85 despite this upbeat report. Analysts from Benchmark, Wells Fargo, and RBC Capital maintain buy and overweight ratings, while BMO Capital sticks to market perform.

The solid Q1 results and reaffirmed guidance confirm the company's operational resilience amid decelerating revenue growth and ongoing modernization investments, supporting sustained EPS growth and cash flow generation.

Evidence

1h ago First look: Union Pacific Q1 earnings yahoo-finance
7h ago RBC Capital main UNP: Outperform → Outperform
7h ago Wells Fargo main UNP: Overweight → Overweight
7h ago BMO Capital main UNP: Market Perform → Market Perform
7h ago Benchmark main UNP: Buy → Buy
7d ago Benchmark main UNP: Buy → Buy
27d ago RBC Keeps Outperform on Union Pacific (UNP), Flags Higher Q1 EPS and Approval Risk yahoo-finance
34d ago Union Pacific Corporation (UNP) Gains Analyst Upgrade as Rail Regains Freight Edge yahoo-finance
6 older signals
39d ago Broader Analyst Sentiment Remains Bullish on Union Pacific (UNP) Amid Norfolk Merger
39d ago Here’s What Allows Union Pacific (UNP) to Sustain High Margins During Challenges
50d ago SCCM Enhanced Equity Portfolio Exited Norfolk Southern (NSC) Following Acquisition Announcement
50d ago BMO Capital Sees Further Upside for Union Pacific (UNP) as Freight Recovery Continues
58d ago BMO Capital Sees Further Upside for Union Pacific (UNP) as Freight Recovery Continues
61d ago Stock market today: Dow, S&P 500, Nasdaq rise after Supreme Court strikes down Trump tariffs
Fundamentals & Data ▾
Union Pacific Corporation Industrials · Railroads
Mkt Cap
$150B
P/E
21.1 fwd 18.6
Beta
0.97
Div Yield
219.00%
52w Range
$206.63 - $268.14
Short Interest
28.2M 5.29%
Days to Cover
9.7 +1%
Technicals downtrend
from 52w Hi
-1.1%
1w return
+0.6%
Insiders
mixed 0B / 0S
Analysts
mixed
EPS Estimate
$3.12 -0.7% 30d 3up / 11dn
Est. Dispersion
11% 20 analysts
Analyst Target
$275 $218 - $315
Options P/C
0.08
Insider Cluster
strong sell 0B / 3S
Fund Convergence
strong Citadel, Two Sigma, Renaissance, D.E. Shaw, Bridgewater
Financials
Revenue
$6.1B -1% YoY
FCF
$1.2B
Gross Margin
45%
Op Margin
40%
Momentum: decelerating
Top Holders
Citadel $445M
Two Sigma $335M
Renaissance $68M
D.E. Shaw $68M
Bridgewater $13M
Recent Filings & Data
insider trade 152
net selling · $4,857,270 sold
10 insiders · 152 transactions (30d)
Recent transactions
JALALI RAHUL · award · $2,543
VENA VINCENZO JIM · award · $7,500
GEHRINGER ERIC J. · award · $3,500
JALALI RAHUL · award · $2,268
CONLIN CHRISTINA B · award · $1,725
POWERS CARRIE J. · award · $1,525
ROCKER KENYATTA G. · award · $3,767
HAMANN JENNIFER L · award · $2,133
GEHRINGER ERIC J. · exercise · $851,635
HAMANN JENNIFER L · exercise · $529,781
VENA VINCENZO JIM · award · $7,500
GEHRINGER ERIC J. · award · $3,500
JALALI RAHUL · award · $2,268
CONLIN CHRISTINA B · award · $1,725
POWERS CARRIE J. · award · $1,525
ROCKER KENYATTA G. · award · $3,767
HAMANN JENNIFER L · award · $2,133
VENA VINCENZO JIM · award
GEHRINGER ERIC J. · award
JALALI RAHUL · award
CONLIN CHRISTINA B · award
POWERS CARRIE J. · award
ROCKER KENYATTA G. · award
HAMANN JENNIFER L · award
CONLIN CHRISTINA B · award · $48
POWERS CARRIE J. · award · $1,525
ROCKER KENYATTA G. · award · $717
CONLIN CHRISTINA B · award · $1,725
POWERS CARRIE J. · award · $1,525
ROCKER KENYATTA G. · award · $717
HAMANN JENNIFER L · other
CONLIN CHRISTINA B · award · $1,725
POWERS CARRIE J. · award · $1,525
ROCKER KENYATTA G. · award · $717
ROCKER KENYATTA G. · other
JALALI RAHUL · award · $32
CONLIN CHRISTINA B · award · $1,725
POWERS CARRIE J. · award · $1,525
ROCKER KENYATTA G. · award · $717
HAMANN JENNIFER L · award · $1,062
JALALI RAHUL · award · $2,268
CONLIN CHRISTINA B · award · $1,725
POWERS CARRIE J. · award · $1,525
ROCKER KENYATTA G. · award · $717
HAMANN JENNIFER L · award · $2,133
ROCKER KENYATTA G. · other
JALALI RAHUL · award · $2,268
CONLIN CHRISTINA B · award · $1,667
POWERS CARRIE J. · award · $1,525
ROCKER KENYATTA G. · award · $967
HAMANN JENNIFER L · award · $2,133
GEHRINGER ERIC J. · award · $900
JALALI RAHUL · award · $2,268
CONLIN CHRISTINA B · award · $1,605
POWERS CARRIE J. · award · $1,525
ROCKER KENYATTA G. · award · $3,767
HAMANN JENNIFER L · award · $2,133
GEHRINGER ERIC J. · award · $3,500
JALALI RAHUL · award · $2,268
CONLIN CHRISTINA B · award · $1,605
POWERS CARRIE J. · award · $1,485
ROCKER KENYATTA G. · award · $3,767
HAMANN JENNIFER L · award · $2,133
GEHRINGER ERIC J. · award · $4,083
JALALI RAHUL · award · $2,646
CONLIN CHRISTINA B · award · $1,872
ROCKER KENYATTA G. · award · $4,395
HAMANN JENNIFER L · award · $2,489
WHITED ELIZABETH F. · other
VENA VINCENZO JIM · award · $7,875
RYNASKI TODD M. · award · $2,222
RICHARDSON CRAIG V · award · $1,248
GEHRINGER ERIC J. · award · $3,850
JALALI RAHUL · award · $2,543
WHITED ELIZABETH F. · award · $7,083
ROCKER KENYATTA G. · award · $4,051
HAMANN JENNIFER L · award · $2,415
VENA VINCENZO JIM · award · $7,875
RYNASKI TODD M. · award · $2,223
RICHARDSON CRAIG V · award · $1,248
GEHRINGER ERIC J. · award · $3,850
JALALI RAHUL · award · $2,543
WHITED ELIZABETH F. · award · $7,083
ROCKER KENYATTA G. · award · $4,052
HAMANN JENNIFER L · award · $2,415
VENA VINCENZO JIM · award
RYNASKI TODD M. · award
GEHRINGER ERIC J. · award
JALALI RAHUL · award
WHITED ELIZABETH F. · award
ROCKER KENYATTA G. · award
HAMANN JENNIFER L · award
HAMANN JENNIFER L · exercise · $437,010
RICHARDSON CRAIG V · sell · $1,636,740
RICHARDSON CRAIG V · exercise · $1,140,907
WHITED ELIZABETH F. · sell · $1,875,000
WHITED ELIZABETH F. · exercise · $1,211,775
RICHARDSON CRAIG V · award · $1,248
ROCKER KENYATTA G. · award · $814
WHITED ELIZABETH F. · other
ROCKER KENYATTA G. · other
ROCKER KENYATTA G. · award · $814
RICHARDSON CRAIG V · award · $1,249
RYNASKI TODD M. · award · $1,172
ROCKER KENYATTA G. · award · $814
RICHARDSON CRAIG V · award · $1,248
RYNASKI TODD M. · award · $2,222
JALALI RAHUL · award · $747
ROCKER KENYATTA G. · award · $814
HAMANN JENNIFER L · award · $2,030
RICHARDSON CRAIG V · award · $1,248
RYNASKI TODD M. · award · $2,222
JALALI RAHUL · award · $2,543
WHITED ELIZABETH F. · award · $525
ROCKER KENYATTA G. · award · $814
HAMANN JENNIFER L · award · $2,415
RICHARDSON CRAIG V · award · $1,248
RYNASKI TODD M. · award · $2,222
GEHRINGER ERIC J. · sell · $469,625
WHITED ELIZABETH F. · award · $2,975
ROCKER KENYATTA G. · award · $2,972
HAMANN JENNIFER L · award · $2,415
RICHARDSON CRAIG V · award · $1,248
WHITED ELIZABETH F. · sell · $875,905
RYNASKI TODD M. · award · $2,223
GEHRINGER ERIC J. · award · $2,450
JALALI RAHUL · award · $2,543
WHITED ELIZABETH F. · award · $2,975
ROCKER KENYATTA G. · award · $4,052
HAMANN JENNIFER L · award · $2,415
RICHARDSON CRAIG V · award · $1,248
RYNASKI TODD M. · award · $2,223
GEHRINGER ERIC J. · award · $3,850
JALALI RAHUL · award · $2,543
WHITED ELIZABETH F. · award · $2,975
ROCKER KENYATTA G. · award · $4,051
HAMANN JENNIFER L · award · $2,415
RICHARDSON CRAIG V · award · $1,248
RYNASKI TODD M. · award · $2,222
RICHARDSON CRAIG V · award · $1,873
GEHRINGER ERIC J. · award · $3,850
JALALI RAHUL · award · $2,544
WHITED ELIZABETH F. · award · $2,975
ROCKER KENYATTA G. · award · $4,051
HAMANN JENNIFER L · award · $2,415
POWERS CARRIE J. · award · $1,580
VENA VINCENZO JIM · award · $3,000
ROCKER KENYATTA G. · award · $4,244
HAMANN JENNIFER L · award · $2,325
GEHRINGER ERIC J. · award · $3,750
JALALI RAHUL · award · $2,400
CONLIN CHRISTINA B · award · $1,905
14 signals · latest 1h ago

Get alerted when UNP changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.

All stocks → Our calls → How it works →