Union Pacific Corporation (UNP)

Union Pacific's stock has been impacted by several key events in the past six months. The company announced an $85 billion merger agreement with Norfolk Southern on July 29, 2025, to create a transcontinental railroad, with shareholders voting in favor. The formal application was filed with the Surface Transportation Board (STB) in December 2025. Union Pacific released its third-quarter 2025 earnings on October 23, 2025, reporting a net income of $1.8 billion, or $3.01 per diluted share, with adjusted earnings per share of $3.08, surpassing analyst estimates. The company also announced its fourth-quarter 2025 earnings release date for January 27, 2026. Stock price fluctuations during this period include the stock hitting a 4-week low in December 2025 and a 4-week high in October 2025. As of January 9, 2026, the share price was $228.44, representing a 0.74% increase from January 13, 2025. Over the past 30 days, UNP was down 2.98%, but up 1.43% over the past 12 months. Analysts have generally maintained a "Moderate Buy" consensus rating for UNP, with an average one-year price objective of approximately $259.50.

Demand for Union Pacific's products and services is subject to seasonality, influenced by economic cycles and consumer spending. While specific monthly patterns are not detailed, the rail transportation industry experiences seasonal norms. Demand was noted to be experiencing "normal seasonality coming out of the extended downturn" in January 2026.

Union Pacific Corporation is a major railroad business in the United States, operating through Union Pacific Railroad Company. It provides freight transportation services, including agricultural products, automotive goods, chemicals, coal, industrial products, and intermodal containers.

Union Pacific's rail network spans 23 states in the western two-thirds of the U.S., connecting major ports with the Midwest and Eastern U.S. gateways. It links with Canada's rail systems and is the sole railroad serving all six major gateways to Mexico. Union Pacific owns approximately one-fourth of the Mexican railroad Ferromex.

Union Pacific maintains a reputation for high ethical standards and commitment to environmental stewardship and community engagement. The company recognized 16 customers and suppliers with its 2025 Sustainability Partner Awards. Union Pacific distributed over $4 million in local grants to 430 nonprofit organizations through its Community Ties Giving Program. There is no information indicating negative impacts on Union Pacific's brand reputation in the past year.

Union Pacific Corporation's ownership is primarily composed of institutional investors, holding approximately 46.50% to 80.38% of the shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insiders hold a smaller percentage, typically between 0.11% and 0.28%. The remaining shares are held by public companies and individual investors.