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UNP

Union Pacific Corporation

UNP

NYSE·Industrials·Railroads·Mkt cap $172.7B

$289.73

-0.31%

P/E

23.46

Mkt Cap

$172.7B

52-Wk Range

$210.84–$315.99

52-Week Range

$210.84 - $315.99

P/E

23.46

Fwd P/E

22.17

Beta

0.96

Div Yield

1.91%

Avg Vol

2.9M

Shares Out

593.7M

Mkt Cap

$172.7B

Price action

Price chart

Up 30.9% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

3 reasons

  • Largest rail network in the US with 32,452 route miles providing unmatched geographic coverage
  • High barriers to entry due to massive capital requirements and regulatory complexity in railroad operations
  • Diversified customer base and commodity mix reducing dependence on single industries or economic sectors

Bear Case

1 risk

  • Average volatility.

Growth

Strong growth ahead

Increased freight volumes from economic growth and industrial production expansion

Value

Fairly valued vs Railroads peers

Momentum

Strong

+9.8% over 3m

Quality

Strong

Strong fundamentals

Dividend

Modest

1.91% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 22, 2026

Q3 26 RECAP

JUL 23, 2026

Reported EPS of $3.41 vs $3.26 consensus (+4.6% surprise). Revenue of $6.9B vs $6.7B expected (+2.2%). Beat on both top and bottom lines.

EPS beat +4.6%
Rev beat +2.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+4.6%

Revenue trend · last 8Q

-1%

-0%

+2%

+3%

-1%

+3%

-100%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$6.1B

$6.1B

$6.0B

$6.2B

$6.2B

$6.1B

$6.2B

$0

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

15 analysts · 73% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

11

73%

Hold

4

27%

Sell

0%

Median Price Target

Latest: Barclays · Jul 24, 2026

vs Industry

How UNP stacks vs Railroads

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.