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UNUNP

Union Pacific Corporation

$UNP·$163B·Railroads·Industrials
$272.42+0.1%YTD+18.5%1Y+15.1%
Price updated 5m ago·X counts updated 4d ago
UNUNP
$UNPUnion Pacific Corporation
$272.42+0.11%57 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $UNP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

57X posts · last 7 days
Sep 20Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $UNP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 62% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-27

Union Pacific sentiment is confidently bullish. Users highlight UNP as a train-favorite ('yeah coppers cool but have you heard about trains?'), UNP as an efficient-mode-of-transportation compounder in a diversified basket (with XOM/LNG/RNR/V/DE/VMC), 'repeat buying in the hot tranny' language on UNP, and one holder's UNP trains outperforming their cyber holdings. Skepticism is essentially absent from the sample; the modal stance is 'trains keep taking me where I want to go — outperforming cyber'.

Read what X is saying about $UNP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UNP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-01

The move has stalled — likely just drifts unless something new shows up.

Rail compounder doing exactly what it says on the tin — 40% operating margins, 18% YTD, battery-electric locos quietly debuting.

Union Pacific remains the archetypal American-infrastructure moat trade.

  • Operating margins are exceptional: 40.1% full-year TTM, with quarterly margins consistently in the 39-41% range — Union Pacific is pricing with a scale advantage that regulators repeatedly refuse to break, and ROE sits at 40.4% as a function of leverage and that pricing.
  • Recent earnings have beat by 2-5% consistently (last four surprises: +4.6%, +2.4%, +3.1% implied, +4.4%) — the business is operating on a steady state, not inflecting, with revenue growth modest at 3.2% YoY last quarter but offset by margin discipline.
  • The California battery-electric locomotive deployment is operationally minor but strategically meaningful — demonstrates ESG optionality on the fleet transition that long-only utility-adjacent funds appreciate, and the company sits 56th-percentile in its 52-week range (not stretched, not oversold).

Oct-22 Q3 earnings and the $3.44 EPS estimate are the next test — a beat here reinforces the GDP-plus-pricing compounder narrative; a miss on volumes puts the industrial-cycle question back on the table. Current 22x P/E on EPS growth of ~7% is defensible but not cheap.

What to watch: Oct-22 Q3 earnings for volume trends in intermodal and energy carloads, 2027 pricing guidance, and any STB regulatory commentary.

On the calendar: 2026-10-22 — Q3 2026 earnings

no x sentiment

Read the AI verdict on $UNP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Class I railroad operating the western U.S. rail network, transporting agricultural, energy, chemical, and intermodal freight across 23 states.

Industry overviewAI analysisGenerated by AI from underlying data

Where Railroads sits in its cycle right now — and what that implies for $UNP.

Railroads · Industrials

No material change from last week — CPKC's August grain shipment record and 200-day MA breakout confirm freight-cycle recovery on schedule.

What this means for $UNP

Neutral — Class I railroad operating the western U.S. rail network, transporting agricultural, energy, chemical, and intermodal freight across 23 states.

Top industry ETF

$IYTiShares U.S. Transportation ETF
+4.9%YTD
+9.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
40.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
40.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
45.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$3.41$3.26+4.6%
Q1 2026Apr 23, 2026$2.93$2.86+2.4%
Q4 2025Jan 27, 2026$2.86$2.860.0%
Q3 2025Oct 23, 2025$3.08$2.99+3.0%
Next earningsThu, Oct 22·consensus EPS $3.44

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.2B+3.2%45.2%39.4%$2.87$1.5B
Q4 FY25$6.1B-0.6%44.9%39.2%$3.12$1.2B
Q3 FY25$6.2B+2.5%46.5%40.8%$3.02$1.6B
Q2 FY25$6.2B+2.4%46.1%40.9%$3.16$1.4B

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$26.8B$26.4B – $27.2B$13.07$12.78 – $13.2017
FY27$28.0B$27.5B – $28.4B$14.17$13.49 – $14.3817
FY28$30.5B$29.8B – $31.2B$15.69$15.01 – $16.2212
FY29$35.2B$34.4B – $35.9B$18.30$17.79 – $18.7810
FY30$39.0B$38.1B – $39.7B$20.24$19.67 – $20.776

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.56%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 592.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.975-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Eric J GehringerEVP OPERATIONS3.0K sh$790KSellApr 24Jennifer L HamannCFO2.0K sh$549KSellApr 24Kenyatta G RockerEVP MARKETING & SALES11.9K sh$3.2M
+ 46 other (44 awards · 1 gift · 1 exempt) in window

See when $UNP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 188-K — Item 5.07: Shareholder vote
AI summary

Union Pacific Corporation (UNP) held its 2026 Annual Meeting of Shareholders on May 14, 2026, with 90.76% of outstanding shares represented by proxy (538,870,394 of 593,678,300 shares). Shareholders voted on three proposals including election of ten directors, all of whom were elected with strong support (e.g., V. James Vena: 477.8M for / 2.0M against), plus ratification of auditors and an advisory compensation vote. This is a routine annual governance event for the Class I railroad with no material operational implications.

+ 9 other (4 11-Ks · 2 10-Qs · 2 earnings 8-Ks · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

3 Railroad Stocks With Pricing Power and Growing Dividends for Income Investors247wallst.com·4d ago3 Dividend-Paying Stocks From the Railroad Industry You May Count Onzacks.com·6d ago4 Dividend Stocks Built Around America's Irreplaceable Freight Network247wallst.com·6d agoUnion Pacific Rolls Out First Two Battery-Electric Locomotives in Californiazacks.com·7d agoCharging into the Future: Union Pacific Debuts First Two Battery-Electric Locomotives in Southern Californiabusinesswire.com·8d ago

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Voices on X · last 7 days

No standout posts about $UNP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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