Union Pacific Corporation

Union Pacific Corporation

UNPยทNYSE

$262.13

-0.52%
IndustrialsRailroads

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, and other agricultural users; petroleum, and liquid petroleum gases; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers. As of December 31, 2021, its rail network included 32,452 route miles connecting Pacific Coast and Gulf Coast ports with the Midwest and Eastern United States gateways. The company was founded in 1862 and is headquartered in Omaha, Nebraska.

At a Glance

Live Snapshot
Market Cap$155.63B
EPS12.0100
P/E Ratio21.83
Earnings Date07/23/2026
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Union Pacific Corporation Street Expectations Map

UNP ยท NYSE

Wall Street analysts project that UNP stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 287.30, with estimates ranging from a low of 245.00 to a high of 315.00.

Lowest Target
245.00
-6.53%
Consensus Target
287.30
9.60%
Highest Target
315.00
20.17%

The consensus 1-year price target stands at 287.30, with estimates ranging from a low of 245.00 to a high of 315.00.

Analyst Consensus Analysis

Upside Potential

+9.6%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

24.4% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

3.09x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Union Pacific Corporation Forward Estimates of Revenue

UNP ยท NYSE
Latest Revenue
24.51B
FY 2025
Avg Estimate
25.52B
FY 2026
Estimate Range
25.21B - 25.89B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Union Pacific Corporation Forward Estimates of Net Income

UNP ยท NYSE
Latest Net Income
7.14B
FY 2025
Avg Estimate
7.68B
FY 2026
Estimate Range
7.56B - 7.80B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Union Pacific Corporation Forward Estimates of EPS

UNP ยท NYSE
Latest EPS
12.01
FY 2025
Avg Estimate
$12.65
FY 2026
Estimate Range
$12.42 - $12.82
Analyst Spread

Forward Growth Analysis

Projected Growth+5.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Union Pacific Corporation Forward Estimates of EBIT

UNP ยท NYSE
Latest EBIT
10.47B
FY 2025
Avg Estimate
10.64B
FY 2026
Estimate Range
10.51B - 10.80B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Union Pacific Corporation Forward Estimates of EBITDA

UNP ยท NYSE
Latest EBITDA
12.95B
FY 2025
Avg Estimate
13.22B
FY 2026
Estimate Range
13.06B - 13.41B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.1%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Union Pacific Corporation Forward Estimates of SG&A Expense

UNP ยท NYSE
Latest SG&A Expense
3.33B
FY 2025
Avg Estimate
1.26B
FY 2026
Estimate Range
1.24B - 1.28B
Analyst Spread

Forward Growth Analysis

Projected Growth-62.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Union Pacific Corporation Insider Positioning

UNP ยท NYSE

During the last 12 months, insiders have sold $4.24M worth of UNP shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

15.9K

4.24M

Net Activity

-4.2M

-$4.24M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
RKG

Rocker Kenyatta G

Officer: Evp Marketing & Sales

11.9K sharesโ€ข1 transactions

$3.22M

2
HJL

Hamann Jennifer L

Officer: Evp & Chief Financial Officer

2.0K sharesโ€ข1 transactions

$549K

3
GEJ

Gehringer Eric J

Officer: Evp Operations

2.0K sharesโ€ข1 transactions

$470K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.24M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$4.24M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.