Added to YB: 2026-02-13
Pitch date: 2026-02-12
UNP [bullish]
Union Pacific Corporation
+0.81%
current return
Author Info
No bio for this author
Company Info
Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States.
Market Cap
$157.2B
Pitch Price
$260.85
Price Target
N/A
Dividend
2.08%
EV/EBITDA
14.73
P/E
22.12
EV/Sales
7.69
Sector
Ground Transportation
Category
special_situation
Transcontinental Ambitions: Betting Big on the Union Pacific Breakout
UNP: Whale bet on transcontinental merger w/ Norfolk Southern via risk reversal - bought 1k Apr'26 $265 calls, sold 500 Jan'27 $220 puts. Merger could unlock 84k new shipping lanes, cut delays 35%. Q4 EPS $2.86. PSR 2.0 driving efficiency. $12B annual FCF post-merge funds buybacks. 16% downside cushion to put strike.
Read full article (2 min)