Union Pacific Corporation (UNP)

Union Pacific's stock price has fluctuated in the past six months. As of October 3, 2025, the stock was up 6.78% over the past 30 days but down 1.59% over the past 12 months. Analyst ratings from BMO Capital reiterated an "Outperform" rating with a $277.00 price target, citing strong operating margins and free cash flow. Union Pacific reached agreements with 11 unions, covering 46% of its craft employees, and secured interim deals with two major unions, resulting in a 3% pay increase effective September 1, 2025. The potential acquisition of Norfolk Southern in an $85 billion deal could create the first transcontinental railroad network in the United States, but also raises concerns about reduced competition. The company regularly releases quarterly earnings.

Demand seasonality is a factor Union Pacific monitors. While specific details on seasonal peaks and troughs were not provided, the existence of tools to analyze "UNP Monthly Seasonality" suggests that demand for its transportation services varies throughout the year. The rail freight sector is described as mature and cyclical.

Union Pacific Corporation (UNP) is a railroad holding company operating through Union Pacific Railroad Company in the United States. It is in the Industrials sector and Railroads industry, providing transportation services for commodities like grain, fertilizers, coal, construction products, chemicals, and automotive products.

Union Pacific's rail network spans 23 states, primarily in the western two-thirds of the United States. It connects major West Coast and Gulf Coast ports to eastern gateways and links with Canadian and Mexican rail systems, serving all six major Mexico gateways. The company is headquartered in Omaha, Nebraska.

Union Pacific has maintained a strong brand reputation, being named to Fortune magazine's list of World's Most Admired Companies for the 18th time in 22 years in February 2024. It was the highest-ranked railroad in the Trucking, Transportation and Logistics category for the second consecutive year, ranking first in use of corporate assets, social responsibility, financial soundness, and long-term investment value. The company emphasizes high ethical standards as one of its core values.

Union Pacific Corporation's ownership is primarily dominated by institutional investors, holding an estimated 71% to 82% of the company's shares. The top 10 institutional investors own approximately 35% of the company, with Vanguard Group Inc, BlackRock, Inc., and State Street Corp holding about 22%. Retail investors and insiders own the remaining 17% to 29%.