Union Pacific Corporation (UNP)

In the past six months, Union Pacific's stock reached an all-time high closing price of $266.97 on March 2, 2026, and increased by 14.22% over the last 12 months. Key events include the Q4 2025 earnings report, which showed flat sales year-on-year and an adjusted EPS in line with estimates. Analyst rating and price target adjustments occurred in April 2026, with JPMorgan and Citi raising their price targets. Discussions regarding Union Pacific's proposed acquisition of Norfolk Southern faced regulatory scrutiny. Agreements were reached with Amtrak and ATDA in April 2026. Stock prices experienced fluctuations throughout February and March 2026.

Union Pacific's freight transportation services are subject to normal seasonality in freight and trucking markets. The company experiences a "Peak Season" for holiday shipping, typically between Thanksgiving and Christmas. Demand for specific products can fluctuate, and the company's performance is closely tied to the economic cycles of the industries it serves.

Union Pacific Corporation is a publicly traded railroad holding company operating as Union Pacific Railroad Company. It is a leading Class I railroad in North America, providing freight transportation services and supply chain solutions. The company transports agricultural products, automotive goods, chemicals, coal, industrial products, and intermodal containers.

Union Pacific's rail network spans 23 western U.S. states, covering the western two-thirds of the country. It connects major U.S. ports, agricultural regions, energy basins, and population centers. The company coordinates with other rail carriers for freight handling to various locations, serves all six major Mexico gateways, and owns about one-fourth of the Mexican railroad Ferromex. In fiscal year 2023, the United States represented 88.39% of its total revenue, while Mexico accounted for 11.61%.

Union Pacific has maintained a strong brand reputation in the past year. Union Pacific Railroad was the highest-ranked railroad in the Trucking, Transportation and Logistics category on Fortune magazine's list of World's Most Admired Companies for the second consecutive year. In 2025, Union Pacific was recognized as an industry leader in intermodal service and achieved its third consecutive "Perfect Peak" season.

Union Pacific Corporation has a broad base of institutional investors. As of April 6, 2026, the company has 2,756 institutional owners and shareholders holding a total of 514,712,973 shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Institutional ownership is high, nearly 80%, with insiders holding 0.19%.