US · Industrials · Railroads
EPS came in at 3.53 against a street estimate of 3.47 — a beat of 1.7%.
Analysts rate Union Pacific Corporation a buy (18 buy, 6 hold, 1 sell out of 25) with an average price target of $331.38.
CONFIDENT Union Pacific delivered record third-quarter results, with 6% volume growth, 15% adjusted EPS growth and 110 basis points of core operating-ratio improvement. Management reaffirmed high-single-digit 2026 EPS growth while fuel costs remain a major headwind. Q3 FY26 Management discussed network-wide and Gulf-region opportunities, but did not provide regional revenue figures. Analysts focused on merger approval, resource capacity, intermodal profitability, fuel efficiency and operating-ratio progression. Management emphasized fact-based merger discussions, remaining buffers, service execution and productivity gains. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.06% |
| Vanguard Capital Management, LLC | 6.53% |
| State Street Corp | 4.69% |
| Capital World Investors | 4.57% |
| Capital Research Global Investors | 2.88% |
| Geode Capital Management, LLC | 2.71% |
| JPMorgan Chase & Co | 2.64% |
| Morgan Stanley - Brokerage Accounts | 2.45% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 operating revenue was $7,197 million, up from $6,244 million in the third quarter of 2025. • Third-quarter net | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $2.1 billion, up 16% from $1.8 billion in third-quarter 2025. • Diluted EPS was $3.49, up 16% f | 2026-10-22 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Union Pacific announced that Jennifer L. Hamann plans to retire as Executive Vice President and Chief Financial Officer in early 2 | 2026-10-16 |
| Quarterly report · Q2 2026 UNION PACIFIC CORPORATION - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $1,993 million vs Q2 2025: $1,876 million (+6.2%) • H1 2026 | 2026-07-23 |
| Results announced · Q3 2026 UNION PACIFIC Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Diluted EPS: $3.36 (reported), $3.41 (adjusted); up 7% and 13% year-over-year respectively | 2026-07-23 |
| Shareholder vote results · Q2 2026 UNION PACIFIC CORPORATION (UNP) – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Shareholders held May 14, 2026 • 593,678,300 total shares ou | 2026-05-18 |
| Quarterly report · Q1 2026 UNION PACIFIC CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Income: $1,701 million (Q1 2026) vs $1,626 million (Q1 2025) – up 4.6% • Ope | 2026-04-23 |
| Results announced · Q2 2026 UNION PACIFIC Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income: $1.7 billion, up 5% year-over-year • Diluted earnings per share (EPS): $2.87 r | 2026-04-23 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.42 / share ex-date Aug 31, 2026 · pay Sep 30, 2026 | 2026-08-31 |
| Dividend | $1.38 / share ex-date May 29, 2026 · pay Jun 30, 2026 | 2026-05-29 |
| Dividend | $1.38 / share ex-date Feb 27, 2026 · pay Mar 31, 2026 | 2026-02-27 |
| Dividend | $1.38 / share ex-date Dec 5, 2025 · pay Dec 30, 2025 | 2025-12-05 |
| Announcement | Date |
|---|---|
| Filed application with regulatory board requesting approval of proposed merger combination Union Pacific and Norfolk Southern announced on December 19, 2025 that they have jointly filed an application with the Surface Transportation Board (STB) seeking approval for a proposed merg | 2025-12-19 |
| Shareholders approve merger with Norfolk Southern Corporation Union Pacific Corporation held a special shareholder meeting on November 14, 2025, to vote on merging with Norfolk Southern Corporation. Shareholders overwhelmingly approved the key proposal | 2025-11-17 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.