Union Pacific Corporation (UNP)
What changed in recent filings
- Revenue +12% YoYQuarter ended Jun 30, 2026
- Institutions — 1 new · 3 added · 6 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Union Pacific Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 23, 2026Revenue +11.5% YoY · EPS $3.36Released before the open: Jul 22 close → Jul 23 close, the stock moved +4.0% · over the same window, market -1.2% · sector -1.7%
- 26Q1Released Apr 23, 2026Revenue +3.2% YoY · EPS $2.87Released before the open: Apr 22 close → Apr 23 close, the stock moved +8.8% · over the same window, market -0.4% · sector +2.4%
- 25Q4Released Jan 27, 2026Revenue -0.6% YoY · EPS $3.11Released before the open: Jan 26 close → Jan 27 close, the stock moved +0.7% · over the same window, market +0.4% · sector -0.5%
- 25Q3Released Oct 23, 2025Revenue +2.5% YoY · EPS $3.01Released before the open: Oct 22 close → Oct 23 close, the stock moved -2.3% · over the same window, market +0.6% · sector -1.1%
The next earnings release is estimated around Oct 22, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Union Pacific Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 9 → 2026 Q2: 13 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Union Pacific Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- National Pension Service (Korea)0.24% of portfolio · held as of 2019 Q1 or earlier
- Dodge & Cox0.04% of portfolio · held as of 2019 Q1 or earlier
- PRIMECAP Management0.12% of portfolio · held as of 2019 Q1 or earlier
- Caisse de depot (Quebec)0.02% of portfolio · held as of 2019 Q1 or earlier
- Capital World Investors0.87% of portfolio · held as of 2020 Q3 or earlier
- Point72 Asset Management0.28% of portfolio · since 2025 Q2
- Bridgewater Associates0.57% of portfolio · since 2025 Q3
- Baupost Group5.95% of portfolio · since 2025 Q3
- Third Point LLC2.03% of portfolio · since 2025 Q3
- Blackstoneunder 0.01% of portfolio · since 2025 Q3
- Harris Associates (Oakmark)1.39% of portfolio · since 2025 Q3
- Moore Capital Management0.11% of portfolio · since 2026 Q1
- Viking Global InvestorsNew this quarter1.59% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Union Pacific Corp. is a major American railroad company that provides freight transportation across the western two-thirds of the United States. Union Pacific operates an extensive rail network that connects ports, industrial centers, agricultural regions, and energy hubs, serving customers in manufacturing, agriculture, chemicals, automotive, and intermodal logistics. The company’s services support the movement of bulk commodities, industrial products, and consumer goods, making it an important part of North American supply chains. Union Pacific Corp. also offers related transportation and logistics solutions that help businesses move freight efficiently over long distances. Headquartered in Omaha, Nebraska, Union Pacific remains one of the most significant rail operators in the U.S. freight market, with its network playing a central role in domestic commerce and industrial distribution.
What is the Transportation sector?
Air, ground transport, and logistics. Sensitive to oil prices and the economy.
Union Pacific Corporation is classified under the Transportation sector. See peers below.
Union Pacific Corporation key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Union Pacific Corporation vs Transportation sector benchmark
Median of 9 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
UNP revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $6.9B, +11.5% YoY.
The largest segment is Cargo and freight, 95.0% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Cargo and freight segment (about 95% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
UNP segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding Union Pacific Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
UNP on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Transportation average
Peers · Transportation
UNP FAQ
What is Union Pacific Corporation (UNP)?
Union Pacific Corp. is a major American railroad company that provides freight transportation across the western two-thirds of the United States. Union Pacific operates an extensive rail network that connects ports, industrial centers, agricultural regions, and energy hubs, serving customers in manufacturing, agriculture, chemicals, automotive, and intermodal logistics. The company’s services support the movement of bulk commodities, industrial products, and consumer goods, making it an important part of North American supply chains. Union Pacific Corp. also offers related transportation and logistics solutions that help businesses move freight efficiently over long distances. Headquartered in Omaha, Nebraska, Union Pacific remains one of the most significant rail operators in the U.S. freight market, with its network playing a central role in domestic commerce and industrial distribution.
What sector is Union Pacific Corporation in?
Union Pacific Corporation is classified under Transportation. Air, ground transport, and logistics. Sensitive to oil prices and the economy.
What are Union Pacific Corporation's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 4.2%, Operating margin 40.3%, Net margin 28.8%, ROE 38.7%, Debt-to-equity 1.40x. Definitions and interpretation are available on Stocklore.
What are Union Pacific Corporation's main revenue segments?
The largest segment is Cargo and freight, about 95.0% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Union Pacific Corporation (UNP) stock?
On Stocklore you can see UNP's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.