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Stock impact report

Union Pacific Corporation (UNP): Billionaire Seth Klarman Likes This Railroad Stock [Yahoo! Finance]

Union Pacific Corporation (UNP) 
Last union pacific corporation earnings: 4/23 08:00 am Check Earnings Report
US:NYSE Investor Relations: up.com/investors
Company Research Source: Yahoo! Finance
Union Pacific Corporation (NYSE:UNP) is a recent addition to the 13F portfolio of Baupost Group. The fund owned a stake in the railroad firm back in the second quarter of 2023, but disposed of it in the subsequent quarter. A new position was opened in the stock in the third quarter of 2025, consisting of 1.5 million shares. In the fourth quarter, this holding was increased by close to 9% to 1.63 million shares. This stake accounts for nearly 7% of the 13F portfolio of Baupost. In earnings for the fourth quarter of 2025, Union Pacific said it was planning $3.3 billion for 2026 capital improvements, expected to improve operating ratio versus 2025. 5 Stocks with Consistent Growth to Buy Right Now Union Pacific Corporation (NYSE:UNP) management also acknowledged macroeconomic headwinds, noting that the S&P Global's 2026 economic estimates in key areas such as industrial production, housing starts and auto sales had deteriorated. Specific to 2026, the earnings outlook was set at the m Show less Read more
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