What is the 13F Pro Quality Score for UNP?

13F Pro ranks UNION PACIFIC CORP (UNP) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View UNP's current score at https://13fpro.ai/company/UNP (free sign-up required for the full ranking).

Which hedge funds own the most UNP stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of UNP include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/UNP as soon as new 13F filings post.

Where does 13F Pro source UNP data?

All UNION PACIFIC CORP fundamentals and ownership data come directly from SEC EDGAR. UNION PACIFIC CORP files with the SEC under CIK 100885. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is UNP in?

UNION PACIFIC CORP (UNP) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives UNP's revenue?

Per UNION PACIFIC CORP's latest 10-Q filed with the SEC on 2026-07-23, the biggest revenue drivers are: Industrial ($2,386M, +8% YoY); Premium ($2,089M, +21% YoY); Intermodal ($1,386M, +26% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/UNP.

What are UNP's largest expenses?

UNION PACIFIC CORP's latest 10-Q reports these as the largest expense items: Compensation and benefits ($1,240M, -1% YoY); Fuel ($938M, +63% YoY); Purchased services and materials ($709M, +10% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is UNP research updated on 13F Pro?

UNP's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

UNION PACIFIC CORP(UNP)Stock Analysis

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SEC EDGAR: CIK 100885 UNP stock profile & AI dashboard →

13F Pro Quality Score

69.7/100

Rank #246 of 2,961 stocksTOP 10%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

34.4/100

Profitability

87.9/100

Balance Sheet

86.3/100

Earnings Quality

53.2/100

Free Cash Flow

79.4/100

Institutional Flow

65.9/100

Revenue Scale

94.1/100

Dilution Risk

71.7/100

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Why UNP Scores 70/100

exact factor attribution · 2026-09-11

UNP's composite is driven by scale and profitability, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.6 pts

94th pct

Profitability

+5.7 pts

88th pct

Free cash flow

+4.4 pts

79th pct

Capital efficiency

+3.6 pts

86th pct

Shareholder dilution

+1.1 pts

72th pct

Institutional flow

+0.8 pts

66th pct

Earnings quality

+0.3 pts

53th pct

Earnings growth

+0.2 pts

55th pct

Revenue growth

-3.1 pts

34th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

UNP Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for UNION PACIFIC CORP (UNP), a Industrials sector company. 13F Pro's AI-powered ranking engine scores UNP at 69.7/100 on a 32-signal composite quality model, placing it at rank #246 of 2,961 stocks — the top 10% of the AI-ranked universe. UNP scores in the top quartile across revenue scale (94.1), profitability (87.9), balance sheet strength (86.3). Areas of concern include revenue growth (34.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), UNION PACIFIC CORP reports quarterly revenue of $6.9B, net income of $2.0B, an operating margin of 40.3%. Top institutional holders of UNP by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. UNP trades on the NYSE exchange and files with the SEC under CIK 100885. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UNP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UNION PACIFIC CORP directly from SEC EDGAR. UNION PACIFIC CORP's 13F Pro composite quality score has ranged between 67 and 76 since 2021, currently 69.7 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about UNION PACIFIC CORP

Quirks, history, and lore behind UNP — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrials company · mega-cap · listed on NYSE · headquartered in Nebraska.
2
The Numbers
Revenue around $24 billion a year and an operating ratio that Wall Street obsesses over — moving things across roughly 32,000 miles of track will do that.
3
The History
Founded in 1862 when Abraham Lincoln signed it into existence, it famously drove the golden spike that completed America's first transcontinental railroad.
4
The Secret
Despite being a 160-year-old railroad, it quietly hauls a massive share of U.S. intermodal shipping — basically acting as a steel highway for truck containers.
5
The Lore
Warren Buffett's neighbor and sometime rival, it lost out when Buffett bought BNSF instead — making it the one big railroad Berkshire doesn't own.
6
The Giveaway
Its trains roll through 23 western U.S. states, its logo is a classic shield in red, white, and blue, and its name sounds like a civics lesson and a geography class rolled into one.

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What's Driving UNP's Business? Latest 10-Q Breakdown

✓ 30/30 datapoints verified

AI-extracted from UNION PACIFIC CORP's 10-Q filed 2026-07-23 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Second-quarter operating revenues rose 12% to $6,864 million and EPS reached $3.36, but a 60% jump in average fuel price per gallon pushed the operating ratio up 0.7 points to 59.7%.

Biggest Revenue Drivers

Industrial$2,386M+8% YoY

Higher fuel surcharge revenues, core pricing gains, and 3% higher carloads, partially offset by business mix from higher plastics and lower soda ash shipments

Premium$2,089M+21% YoY

Higher fuel surcharge revenues, 4% higher volume, core pricing gains, and business mix from lower international intermodal shipments

Biggest Revenue Drivers

Total revenue: $6,864M+12% YoY

Industrial$2,386M+8% YoY

Higher fuel surcharge revenues, core pricing gains, and 3% higher carloads, partially offset by business mix from higher plastics and lower soda ash shipments

Premium$2,089M+21% YoY

Higher fuel surcharge revenues, 4% higher volume, core pricing gains, and business mix from lower international intermodal shipments

Within Premium

Intermodal$1,386M+26% YoY

Domestic intermodal up 19% on business development and reduced truck market capacity, offsetting lower international intermodal carloads

Bulk$2,043M+7% YoY

Higher fuel surcharge revenues, core pricing gains, and mix from lower coal shipments more than offset a 1% carload decline

Within Bulk

Coal & renewables$448M-4% YoY

Lower natural gas prices, milder weather, and mine maintenance and outages drove a 14% carload decline

Largest Expense Items

Compensation and benefits$1,240M-1% YoY

Wage inflation and higher incentive costs offset by a $55 million 2025 crew staffing ratification charge and 3% lower employee levels

Fuel$938M+63% YoY

Locomotive diesel averaged $3.86 per gallon versus $2.42, plus higher gross ton-miles, partially offset by a 1% better consumption rate

Purchased services and materials$709M+10% YoY

Acquisition-related expenses, inflation, and increased intermodal and subsidiary volume-related costs

Depreciation$638M+4% YoY

Higher depreciable asset base

Margins: Operating income increased 9% to $2.8 billion on top-line growth, but the operating ratio of 59.7% deteriorated 0.7 points, primarily from higher fuel prices versus the second quarter of 2025.

Watch Items from the Filing

Pending Norfolk Southern acquisition awaits STB approval; roughly 225 million shares and $20 billion cash consideration expected, with a $2.5 billion termination fee and completion expected in 2027.
Share repurchases are paused for the merger: zero shares repurchased under the program in the first half of 2026 versus 11.9 million shares in 2025.
Acquisition-related expense reached $35 million in the quarter and $71 million year-to-date, versus $1 million in 2025, with certain costs non-deductible for tax.
Coal and renewables carloads fell 14% and international intermodal carloads declined 14%, while intermodal service performance index dropped 4 points to 95%.
Mexico shipments rose 10% to $828 million of freight revenue; personal injury settlement costs could range from $417 million to $466 million.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$6.9B

Net Income

Q2 2026

$2.0B

Free Cash Flow

Q2 2026

$2.2B

Operating Margin

Q2 2026

40.3%

ROIC

Q2 2026

21.7%

D/E Ratio

Q2 2026

1.47

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+1.1% YoY

$24.51BFY 2025

FY22 $24.88BFY23 $24.12BFY24 $24.25BFY25 $24.51B

Net Income

+5.8% YoY

$7.14BFY 2025

FY22 $7.00BFY23 $6.38BFY24 $6.75BFY25 $7.14B

Operating Income

+1.4% YoY

$9.85BFY 2025

FY22 $9.92BFY23 $9.08BFY24 $9.71BFY25 $9.85B

EPS (Diluted)

+8.0% YoY

$11.98FY 2025

FY22 $11.21FY23 $10.45FY24 $11.09FY25 $11.98

Total Assets

+2.9% YoY

$69.70BFY 2025

FY22 $65.45BFY23 $67.13BFY24 $67.72BFY25 $69.70B

Total Debt

+2.2% YoY

$33.33BFY 2025

FY22 $35.00BFY23 $34.00BFY24 $32.62BFY25 $33.33B

Op. Cash Flow

-0.6% YoY

$9.29BFY 2025

FY22 $9.36BFY23 $8.38BFY24 $9.35BFY25 $9.29B

Free Cash Flow

-6.7% YoY

$5.50BFY 2025

FY22 $5.74BFY23 $4.77BFY24 $5.89BFY25 $5.50B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$24.51B +1.1%	$24.25B +0.5%	$24.12B -3.0%	$24.88B +14.1%	$21.80B +11.6%	$19.53B
Net Income	$7.14B +5.8%	$6.75B +5.8%	$6.38B -8.8%	$7.00B +7.3%	$6.52B +21.9%	$5.35B
Operating Income	$9.85B +1.4%	$9.71B +6.9%	$9.08B -8.4%	$9.92B +6.2%	$9.34B +19.2%	$7.83B
EPS (Diluted)	$11.98 +8.0%	$11.09 +6.1%	$10.45 -6.8%	$11.21 +12.7%	$9.95 +26.3%	$7.88
Total Assets	$69.70B +2.9%	$67.72B +0.9%	$67.13B +2.6%	$65.45B +3.0%	$63.52B +1.8%	$62.40B
Total Debt	$33.33B +2.2%	$32.62B -4.1%	$34.00B -2.9%	$35.00B +9.7%	$31.89B +14.7%	$27.80B
Operating Cash Flow	$9.29B -0.6%	$9.35B +11.5%	$8.38B -10.5%	$9.36B +3.7%	$9.03B +5.8%	$8.54B
Free Cash Flow	$5.50B -6.7%	$5.89B +23.5%	$4.77B -16.9%	$5.74B -5.8%	$6.10B +8.6%	$5.61B

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13F Pro tracks comprehensive data for UNION PACIFIC CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of UNP

BlackRock, Inc.
$13.0B47,894,147 sh
VANGUARD CAPITAL MANAGEMENT LLC
$10.5B38,772,919 sh
STATE STREET CORP
$7.6B27,890,598 sh
Capital World Investors
$7.4B27,141,622 sh
Capital Research Global Investors
$4.7B17,112,417 sh
GEODE CAPITAL MANAGEMENT, LLC
$4.4B16,122,702 sh
JPMORGAN CHASE & CO
$4.3B15,674,651 sh
MORGAN STANLEY
$4.0B14,579,220 sh
BANK OF AMERICA CORP /DE/
$4.0B14,527,563 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$3.9B14,282,006 sh

Fund	Value	Shares
BlackRock, Inc.	$13.0B	47,894,147
VANGUARD CAPITAL MANAGEMENT LLC	$10.5B	38,772,919
STATE STREET CORP	$7.6B	27,890,598
Capital World Investors	$7.4B	27,141,622
Capital Research Global Investors	$4.7B	17,112,417
GEODE CAPITAL MANAGEMENT, LLC	$4.4B	16,122,702
JPMORGAN CHASE & CO	$4.3B	15,674,651
MORGAN STANLEY	$4.0B	14,579,220
BANK OF AMERICA CORP /DE/	$4.0B	14,527,563
VANGUARD PORTFOLIO MANAGEMENT LLC	$3.9B	14,282,006

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Is UNP a good stock to buy?

13F Pro's AI-powered analysis of UNION PACIFIC CORP (UNP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UNP are available on the UNP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. UNP is classified as a large company.

Which hedge funds own UNP?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UNP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UNION PACIFIC CORP's investment landscape.