UNPTransportation
FollowFollowingUnfollowFree · no card
Get what investors say about UNP next
4 investor calls on UNP in the last 90 days (4 bullish, 0 bearish). Follow UNP free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
or continue with Google ·
Who said what, and what UNP did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about UNP
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Unknown | Bullish | CNBC (uncut) | High fuel prices structurally favor railroads as a cheaper transport mode, and contrary to consensus, the… |
| 2026-10-26 | Ayako Yoshiyoka | Bullish | Fox Business (uncut) | Union Pacific's 6% volume growth in a slowing-but-not-recessionary environment makes it an attractive… |
| 2026-10-22 | Unknown | Bullish | CNBC (uncut) | Oligopoly structure and leverage to industrial volumes give Union Pacific sustained pricing power at a… |
| 2026-10-16 | Jay BowenPresident, CEO and CIO, Bowen, Hanes & Company | Bullish | Fox Business (uncut) | Potential merger with Norfolk Southern would create the first coast-to-coast intercontinental railroad with… |
| 2026-06-16 | Ted OakleyManaging Partner, Oxbow Advisors | Bullish | Julia La Roche Show | Union Pacific is irreplaceable infrastructure that cannot be rebuilt in the current regulatory environment… |
Next report: 25 Jan 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 22 Oct 2026 | before the open | 3.53 vs 3.51 | +3.0% |
Notable options days
Sessions in the last 120 where UNP’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-21 | ||||||
| 2026-10-15 | ||||||
| 2026-10-12 | ||||||
| 2026-10-01 | ||||||
| 2026-09-21 | ||||||
| 2026-09-01 | ||||||
| 2026-08-28 | ||||||
| 2026-08-25 | ||||||
| 2026-07-27 | ||||||
| 2026-07-23 | ||||||
| 2026-07-16 | ||||||
| 2026-05-29 | ||||||
| 2026-05-26 | ||||||
| 2026-05-20 |
UNP on the Wheel
UNP did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Idea Scout
Following UNP? Every Sunday we read the tape so you don't have to — who's recommending what, where they agree, and who just changed their mind. One free email a week.
Free · double opt-in · unsubscribe in one click