UNP
Union Pacific CorporationIndustrials · $162.2B market cap
Verdict
Share price
$278.28
close of Oct 3, 2026
Fair value
$120.70
Sticker Price
Payback Price
$48.28
buy price
UNP is Overpriced: at $278.28 it trades 131% above its fair value of $120.70. Its buy price (Payback Price) is $48.28, 83% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew -0% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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11 of the investors we track hold UNP. In Q2 2026, 1 opened a position, 1 added and 2 trimmed. Who we track
Bill Nygren
Oakmark Funds · as of Q2 2026
$1.0B
3,844,522 shares
Viking Global Investors
Viking Global Investors · as of Q2 2026
$556.9M
2,047,332 shares
Seth Klarman
Baupost Group LLC · as of Q2 2026
$322.4M
1,185,395 shares
Daniel Loeb
Third Point · as of Q2 2026
$95.2M
350,000 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$71.0M
260,902 shares
Show all 11 holdersShow fewer
Thomas Gayner
Markel Group · as of Q2 2026
$43.8M
161,028 shares
Thomas Russo
Gardner Russo & Quinn · as of Q2 2026
$7.0M
25,841 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$5.2M
19,185 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$929K
3,415 shares
Greenhaven Associates
Greenhaven Associates · as of Q2 2026
$553K
2,032 shares
Torray Funds
Torray Funds · as of Q2 2026
$231K
850 shares
Moves in Q2 2026
New position: Viking Global Investors
Added: Daniel Loeb
Trimmed: Seth Klarman, Mairs & Power Funds
Insider activity
Since Jul 1, 2026: no open-market purchases and 27 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
Hamann Jennifer L
EVP & CHIEF FINANCIAL OFFICER · 2026-09-10
Award
$2K
Jalali Rahul
EVP & CHIEF INFORMATION OFFICE · 2026-09-10
Award
$1K
Rocker Kenyatta G
EVP MARKETING & SALES · 2026-09-10
Award
$744
Conlin Christina B
EVP CHIEF LEGAL OFFICER & CORP · 2026-09-10
Award
$635
Powers Carrie J
VP & CONTROLLER · 2026-09-10
Award
$2K
Show all 27 other filingsShow fewer
Rocker Kenyatta G
EVP MARKETING & SALES · 2026-09-04
G-Gift
431 shares
Jalali Rahul
EVP & CHIEF INFORMATION OFFICE · 2026-08-10
Award
$2K
Hamann Jennifer L
EVP & CHIEF FINANCIAL OFFICER · 2026-08-10
Award
$2K
Powers Carrie J
VP & CONTROLLER · 2026-08-10
Award
$2K
Rocker Kenyatta G
EVP MARKETING & SALES · 2026-08-10
Award
$744
Conlin Christina B
EVP CHIEF LEGAL OFFICER & CORP · 2026-08-10
Award
$635
Conlin Christina B
EVP CHIEF LEGAL OFFICER & CORP · 2026-07-10
Award
$635
Hamann Jennifer L
EVP & CHIEF FINANCIAL OFFICER · 2026-07-10
Award
$2K
Jalali Rahul
EVP & CHIEF INFORMATION OFFICE · 2026-07-10
Award
$2K
Powers Carrie J
VP & CONTROLLER · 2026-07-10
Award
$2K
Rocker Kenyatta G
EVP MARKETING & SALES · 2026-07-10
Award
$744
Rocker Kenyatta G
EVP MARKETING & SALES · 2026-07-10
Award
$1K
Edison Sheri H.
director · 2026-07-01
Award
175 shares
Finley Teresa
director · 2026-07-01
Award
174 shares
Lute Jane H
director · 2026-07-01
Award
362 shares
MCCARTHY MICHAEL R
director · 2026-07-01
Award
808 shares
Simons Doyle
director · 2026-07-01
Award
305 shares
Tien John K Jr
director · 2026-07-01
Award
166 shares
WIEHOFF JOHN
director · 2026-07-01
Award
167 shares
Will W Anthony
director · 2026-07-01
Award
159 shares
WILLIAMS CHRISTOPHER J
director · 2026-07-01
Award
189 shares
HOPKINS DEBORAH C
director · 2026-07-01
Award
221 shares
About Union Pacific Corporation
Union Pacific Corporation, a prominent American railway enterprise, conducts its primary operations through its subsidiary, Union Pacific Railroad Company. The company provides extensive freight transportation services for a wide array of commodities. Its diverse cargo includes agricultural products like grain, fertilizers, and refrigerated foods; energy resources such as coal, renewables, petroleum, and liquid…
Railroads
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works