Q3 Earnings Reaction: Union Pacific Corporation recently reported its third-quarter earnings, surpassing expectations with an adjusted EPS of $3.08 against a forecast of $2.99, though revenue slightly missed at $6.24 billion versus $6.25 billion. Discussions on X highlight the company’s strong operational performance, with many noting the impressive margin expansion despite softer volumes. There’s a buzz around how these results might influence investor confidence amidst ongoing challenges.
Merger Talks: The potential merger with Northern Southern has also sparked conversation on X, with some users pointing to merger-related costs and a pause in share repurchases as potential pressures on Q4 performance. Posts reflect curiosity about how this strategic move could reshape the company’s future. The tone suggests a mix of cautious optimism as details unfold.
Note: This discussion summary was generated from an AI condensation of post data.
Union Pacific Corporation Congressional Stock Trading
Members of Congress have traded $UNP stock 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $UNP stock by members of Congress over the last 6 months:
- REPRESENTATIVE SCOTT FRANKLIN has traded it 3 times. They made 3 purchases worth up to $130,000 on 10/14 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 08/14.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/22 and 1 sale worth up to $15,000 on 08/04.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 06/04.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Union Pacific Corporation Hedge Fund Activity
We have seen 1,063 institutional investors add shares of Union Pacific Corporation stock to their portfolio, and 1,313 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 8,407,269 shares (-49.9%) from their portfolio in Q2 2025, for an estimated $1,934,344,451
- CAPITAL RESEARCH GLOBAL INVESTORS removed 4,383,250 shares (-49.5%) from their portfolio in Q2 2025, for an estimated $1,008,498,160
- MILLENNIUM MANAGEMENT LLC added 1,699,706 shares (+1559.4%) to their portfolio in Q2 2025, for an estimated $391,068,356
- CITADEL ADVISORS LLC added 1,614,333 shares (+2313.3%) to their portfolio in Q2 2025, for an estimated $371,425,736
- AMUNDI added 1,255,231 shares (+35.6%) to their portfolio in Q2 2025, for an estimated $288,803,548
- BALYASNY ASSET MANAGEMENT L.P. added 1,221,696 shares (+1433.8%) to their portfolio in Q2 2025, for an estimated $281,087,815
- VONTOBEL HOLDING LTD. removed 1,143,331 shares (-58.3%) from their portfolio in Q3 2025, for an estimated $270,249,148
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Union Pacific Corporation Government Contracts
We have seen $30,000 of award payments to $UNP over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Union Pacific Corporation Analyst Ratings
Wall Street analysts have issued reports on $UNP in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 10/13/2025
- Susquehanna issued a "Positive" rating on 09/25/2025
- RBC Capital issued a "Outperform" rating on 07/30/2025
- BMO Capital issued a "Outperform" rating on 07/25/2025
- Jefferies issued a "Buy" rating on 07/25/2025
- Wells Fargo issued a "Overweight" rating on 07/25/2025
- Bernstein issued a "Outperform" rating on 07/21/2025
To track analyst ratings and price targets for Union Pacific Corporation, check out Quiver Quantitative's $UNP forecast page.
Union Pacific Corporation Price Targets
Multiple analysts have issued price targets for $UNP recently. We have seen 18 analysts offer price targets for $UNP in the last 6 months, with a median target of $263.0.
Here are some recent targets:
- Ariel Rosa from Citigroup set a target price of $263.0 on 10/13/2025
- Brian Ossenbeck from JP Morgan set a target price of $265.0 on 10/08/2025
- Thomas Wadewitz from UBS set a target price of $253.0 on 10/03/2025
- Bascome Majors from Susquehanna set a target price of $272.0 on 09/25/2025
- Rick Paterson from Loop Capital set a target price of $227.0 on 09/16/2025
- Walter Spracklin from RBC Capital set a target price of $276.0 on 07/30/2025
- Fadi Chamoun from BMO Capital set a target price of $277.0 on 07/25/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
