Market Cap
$161.7B
UNP
UNION PACIFIC CORP
$277.48 ▲ +1.86%
Prev close $272.42Market cap$161.7B
ConsensusBuy
12-mo target$329.42 (+18.7%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on UNP right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (68%)
Inst. Holders
50 funds
Inst. Value
$104.7B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $789.5K sell
Insider Net $
-$789.5K
Social Sentiment
50° Neutral
SEC Reports
2
Congressional
4 trades
Price chart 30d -4.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 Insider
WILLIAMS CHRISTOPHER J was granted 194 shares
Director @ $272.42 ($52.8K)
Oct 1, 2026 Insider
Simons Doyle was granted 312 shares
Director @ $272.42 ($85.0K)
Oct 1, 2026 Insider
WIEHOFF JOHN was granted 172 shares
Director @ $272.42 ($46.9K)
Sep 30, 2026 short_volume
Jul 23, 2026 SEC Short Volume: UNP — 59.3% short (0.5M / 0.8M)
Short: 496,486 | Exempt: 7,778 | TRF Vol: 836,769 | Short Ratio: 59.3% | Off-exchange volume (dark p
Union Pacific Q2 2026 adjusted EPS of $3.41 beat consensus by 5.6% and operating revenue of $6.86B beat by 2.3%. Managem
8-K — Impact 7/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
7,553,360 shares ($2.1B)
Jun 30, 2026 Inst.
CANADA PENSION PLAN INVESTMENT — TRIM
4,024,549 shares ($1.1B)
May 8, 2026 Event
Ricky Longnecker, et al. v. Union Pacific Corporation, et al.
Court ruling from District Court, S.D. Texas. Docket: 4:23-cv-03069
Analyst ratings buy % +3.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
68% rate it Buy or better · 31 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Sep 16, 2026 | UBS | UPGRADE | Buy | 55% |
| Jul 27, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Jul 25, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 24, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 24, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 24, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 12 | 10 | 0 | 0 | 68% | |
| Aug 1, 2026 | 9 | 12 | 10 | 0 | 0 | 68% | |
| Jul 1, 2026 | 8 | 11 | 10 | 0 | 0 | 66% | |
| Jun 1, 2026 | 8 | 11 | 10 | 0 | 0 | 66% | |
| May 1, 2026 | 8 | 12 | 10 | 0 | 0 | 67% | |
| Apr 1, 2026 | 9 | 12 | 10 | 0 | 0 | 68% | |
| Mar 1, 2026 | 9 | 10 | 12 | 0 | 0 | 61% | |
| Feb 1, 2026 | 9 | 10 | 12 | 0 | 0 | 61% |
Price targets
Where 24 covering analysts think UNP trades over the next 12 months.
$329.42 +18.7% upside Buy
Current$277.48 Low$245.00 Median$335.00 High$375.00 24 analysts
$245.00$375.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +13.6%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 7.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: UNP — 59.3% short (0.5M / 0.8M)
Short: 496,486 | Exempt: 7,778 | TRF Vol: 836,769 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: UNP — 70.1% short (0.5M / 0.7M)
Short: 517,229 | Exempt: 13 | TRF Vol: 738,027 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: UNP — 57.5% short (0.3M / 0.5M)
Short: 303,976 | Exempt: 532 | TRF Vol: 528,568 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: UNP — 57.1% short (0.3M / 0.6M)
Short: 335,793 | Exempt: 572 | TRF Vol: 588,338 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
ftd
FTD: UNP — 2,006 shares ($0.6M) failed to deliver
Settlement: 20260908, Price: $289.62, FTD Value: $580,977.72, UNION PACIFIC CORPORATION
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.43 | $3.27–$3.53 | 11.5% | -0.3% | 18↑ 1↓ | $7.0B | 22 |
| Next Q | $3.28 | $3.10–$3.54 | 14.8% | -0.0% | 14↑ 4↓ | $6.8B | 20 |
| Current FY | $13.05 | $12.73–$13.41 | 11.9% | -0.0% | 23↑ 0↓ | $26.9B | 24 |
| Next FY | $14.19 | $13.32–$14.91 | 8.7% | +0.2% | 22↑ 0↓ | $28.1B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.434 | — |
| 7d ago | $3.445 | -0.011 |
| 30d ago | $3.444 | -0.010 |
| 60d ago | $3.447 | -0.013 |
| 90d ago | $3.320 | +0.115 |
Institutional ownership
Which big funds own UNP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $104.7B total value (385,103,374 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 47,894,147 | $13.0B | 12.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 38,772,919 | $10.5B | 10.1% | — |
| STATE STREET CORP | 27,890,598 | $7.6B | 7.2% | — |
| Capital World Investors | 27,141,622 | $7.4B | 7.0% | — |
| Capital Research Global Investors | 17,112,417 | $4.7B | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 16,122,702 | $4.4B | 4.2% | — |
| JPMORGAN CHASE & CO | 15,674,651 | $4.3B | 4.1% | — |
| MORGAN STANLEY | 14,579,220 | $4.0B | 3.8% | — |
| BANK OF AMERICA CORP /DE/ | 14,527,563 | $4.0B | 3.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,282,006 | $3.9B | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,553,360 | — | $2.1B |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 6,084,355 | 4,024,549 | -33.9% | $1.1B |
| Amundi | ADD | 2,240,995 | 3,019,845 | +34.8% | $821.4M |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 1,921,367 | 2,583,702 | +34.5% | $702.8M |
| VIKING GLOBAL INVESTORS LP | NEW | — | 2,047,332 | — | $556.9M |
| AMERICAN CENTURY COMPANIES INC | ADD | 1,177,750 | 1,543,444 | +31.1% | $419.8M |
| BARCLAYS PLC | ADD | 1,034,314 | 1,449,658 | +40.2% | $394.3M |
| EdgePoint Investment Group Inc. | TRIM | 2,168,586 | 1,292,811 | -40.4% | $351.6M |
| CIBC Bancorp USA Inc. | TRIM | 1,819,472 | 1,279,883 | -29.7% | $348.5M |
| FIRST TRUST ADVISORS LP | DOUBLED | 587,719 | 1,229,428 | +109.2% | $334.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$789.5K — $0.00 bought, $789.5K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 1, 2026 | WILLIAMS CHRISTOPHER J | Director | AWARD | 194 | $272.42 | $52.8K |
| Oct 1, 2026 | Simons Doyle | Director | AWARD | 312 | $272.42 | $85.0K |
| Oct 1, 2026 | WIEHOFF JOHN | Director | AWARD | 172 | $272.42 | $46.9K |
| Oct 1, 2026 | MCCARTHY MICHAEL R | Director | AWARD | 839 | $272.42 | $228.6K |
| Oct 1, 2026 | HOPKINS DEBORAH C | Director | AWARD | 229 | $272.42 | $62.4K |
| Oct 1, 2026 | Lute Jane H | Director | AWARD | 372 | $272.42 | $101.3K |
| Oct 1, 2026 | Will W Anthony | Director | AWARD | 162 | $272.42 | $44.1K |
| Oct 1, 2026 | Tien John K Jr | Director | AWARD | 171 | $272.42 | $46.6K |
| Oct 1, 2026 | Finley Teresa | Director | AWARD | 179 | $272.42 | $48.8K |
| Oct 1, 2026 | Edison Sheri H. | Director | AWARD | 179 | $272.42 | $48.8K |
Congressional trades
UNP trades disclosed by members of Congress, with disclosure delay.
3 members · 2 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Union Pacific Corp | May 13, 2026(31d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $15,001 - $50,000 | Union Pacific Corp | Jul 22, 2026(117d) |
| Feb 19, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Union Pacific Corp | Mar 6, 2026(16d) |
| Jan 29, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | Union Pacific Corp | Feb 15, 2026(18d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for UNP.
Shares short
27,430,602
Settlement Sep 15, 2026
Change vs prior
-1.1%
Semi-monthly cycle
Days to cover
14.4
At avg daily volume
Of shares outstanding
≈4.6%
Estimate — not % of float
All UNP filing & press-release reports (2)
- 8-K reportJul 23, 2026
- 8-K reportApr 23, 2026