Union Pacific

At a glance

Union Pacific reported 2025 revenue of $24.51B, up 1.1% from $24.25B in 2024. Over 4 years since 2021 ($21.8B), that is growth of about 3% a year. Operating margin was 40.2%, down from 42.8% in 2021. Revenue peaked in 2022 at $24.88B.

In the last 12 months 3 insiders reported 0 open-market purchases and 4 sales ($9.3M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $7.4M by EVP MARKETING & SALES Kenyatta G Rocker on Apr 28, 2026.

Union Pacific filed 10 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (2), shareholder vote results (2) and regulation fd disclosure (1). The latest officer or director change was reported on Oct 16, 2026.

6 of the 20 investors tracked here held Union Pacific at the last quarter end, worth $1.23B combined. It is the largest weight for Baupost Group (6% of its portfolio), followed by Third Point (2.1%). New this quarter: Viking Global Investors. Added: Third Point, National Pension Service (Korea) and Renaissance Technologies. Reduced: Baupost Group and Bridgewater Associates.

Annual results

Fiscal year ends Dec 31 · incorporated in UT

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.