{"filings":[{"id":499447,"accession_number":"0000100885-26-000174","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2026-05-18T20:15:23+00:00","items":["5.07"],"status":"ready","headline":"Union Pacific shareholders elect 11 directors, ratify auditor, approve say on pay at 2026 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Quorum of 90.76% (538,870,394 of 593,678,300 shares) present at May 14, 2026 annual meeting.","All 11 director nominees elected with votes for ranging from 453.9M (McCarthy) to 478.0M (Will).","Ratification of Deloitte & Touche as independent auditor for FY2026 approved: 506.1M for, 31.9M against.","Advisory say-on-pay resolution passed with 454.1M votes for, 24.4M against, 2.2M abstentions.","Broker non-votes of 58.1M shares did not affect director elections or say-on-pay outcome."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90559,"accession_number":"0000100885-26-000154","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Union Pacific Q1 adjusted EPS $2.93 vs $2.70 YoY; revenue up 3% to $6.2B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reported net income $1.7B, diluted EPS $2.87; adjusted EPS $2.93 vs $2.70 in Q1 2025.","Operating revenue $6.2B (+3%), freight revenue +4% on core pricing gains; carloads down 1%.","Operating ratio improved to 60.5% (adj. 59.9%); best-ever Q1 for train length and workforce productivity.","Reaffirms 2026 outlook: mid-single digit EPS growth, capital plan $3.3B, consistent annual dividend increases.","Merger costs of $36M ($0.06 per share) related to transcontinental railroad regulatory process."],"consensus_eps_estimate":null,"consensus_eps_actual":2.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":6217000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100183,"accession_number":"0000100885-26-000032","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2026-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Union Pacific Q4 reported EPS $3.11; full year net income up 6%; 2026 EPS growth mid-single digit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 reported net income $1.8B, EPS $3.11; adjusted EPS $2.86 vs $2.96 YoY. Revenue $6.1B down 1%.","Full year net income $7.1B (+6%), EPS $11.98 (+8%); adjusted EPS $11.66 vs $11.11. Revenue $24.5B (+1%).","Record full year operating metrics: freight car velocity +8%, terminal dwell -8%, train length +3%, workforce productivity +7%.","2026 outlook: muted economy; pricing dollars > inflation; mid-single digit EPS growth; capital plan $3.3B; dividend increases.","Q4 results include $234M land sale gain (+$0.30 EPS) and $30M merger costs (-$0.05 EPS)."],"consensus_eps_estimate":null,"consensus_eps_actual":11.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":24510000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116523,"accession_number":"0000100885-25-000347","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Union Pacific and Norfolk Southern file STB merger application to create first transcontinental railroad","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Filing submitted Dec 19, 2025; nearly 7,000 pages; includes 2,000 letters of support and 99% shareholder votes in favor.","End-to-end combination will connect 43 states, 100+ ports; expects to convert 2M truckloads from road to rail annually.","Projected to add ~900 net union jobs by year 3; protects all existing union jobs; average compensation ~$160K per year.","Expects $2.1B in incremental capital investment and $133M in annual capital synergies; completion targeted early 2027.","Plans to eliminate 2,400 daily car/container handlings and 60,000 car-miles; transit time cuts of up to 20 hours on key routes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116522,"accession_number":"0000100885-25-000345","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Union Pacific appoints W. Anthony Will to board effective Jan. 5, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Will is retiring as CEO and President of CF Industries on Jan. 4, 2026, then serving as senior advisor through March 15.","Will will serve on Union Pacific's Audit and Finance Committees.","He has served as CF Industries' CEO since 2014 and previously held leadership roles at Accenture and Sears.","Will also serves on the board of Olin Corporation (NYSE: OLN) since 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116521,"accession_number":"0000100885-25-000332","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["5.07","8.01"],"status":"ready","headline":"Union Pacific shareholders approve Norfolk Southern merger; 99.5% votes in favor","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["99.5% of votes cast (465.9M for, 2.2M against) approved share issuance for Norfolk Southern merger.","Nearly 80% of outstanding shares voted; special meeting held November 14, 2025.","Transaction remains subject to Surface Transportation Board review and customary closing conditions.","CEO Jim Vena: merger will create America's first coast-to-coast railroad, enhancing service, growth, and innovation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116520,"accession_number":"0001193125-25-270046","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Union Pacific and Norfolk Southern supplement merger proxy after shareholder lawsuits","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three lawsuits filed in NY Supreme Court challenging merger disclosure; Union Pacific and Norfolk Southern deny claims.","Morgan Stanley applied AV/EBITDA multiples of 11.5x-13.5x to NS and 12.5x-14.5x to UNP in fairness analyses.","BofA's DCF for NS used terminal multiples 11.0x-13.0x, discount 8.5%-10.0%; for UNP term multiples 12.0x-14.0x.","Broker price targets: NS range $174-$300 (median $279); UNP range $202-$275 (median $260).","Parties mooting claims voluntarily without admitting liability; special shareholder meetings Nov 14, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116519,"accession_number":"0000100885-25-000320","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Union Pacific Q3 adjusted EPS $3.08, revenue $6.2B; OR improves 180 bps","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted diluted EPS of $3.08, up from $2.75 in prior year; reported EPS $3.01.","Operating revenue of $6.2B, up 3% YoY; freight revenue ex-fuel surcharge up 4%.","Adjusted operating ratio 58.5%, an improvement of 180 bps; reported OR 59.2%.","Merger costs of $41M included; CEO highlights Norfolk Southern opportunity.","Operational records: freight car velocity +8%, terminal dwell -9%, workforce productivity +6%."],"consensus_eps_estimate":null,"consensus_eps_actual":8.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":18425000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132974,"accession_number":"0000100885-25-000271","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-09-10T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Union Pacific CFO: Q3 productivity strong; $50M merger fees; buyback paused","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CFO Jennifer Hamann expects continued network fluidity to drive strong Q3 productivity.","Mix anticipated to improve sequentially; volume trends will continue to be monitored.","Approximately $50 million in merger-related fees and expenses expected.","Share repurchases paused per Agreement and Plan of Merger with Norfolk Southern."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132973,"accession_number":"0001193125-25-168150","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Union Pacific to acquire Norfolk Southern for 1 UNP share + $88.82 cash per NSC share","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Each Norfolk Southern share exchanged for 1 Union Pacific share plus $88.82 cash.","Deal requires Surface Transportation Board approval, shareholder votes of both companies, and other conditions.","Union Pacific pays $2.5B termination fee if regulatory approvals not obtained or board withdraws recommendation.","Norfolk Southern CEO and Chair expected to join Union Pacific board after closing.","Merger must close by January 28, 2028, with automatic extension for regulatory process."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132972,"accession_number":"0001193125-25-167154","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Union Pacific to acquire Norfolk Southern for $85B enterprise value, creating first transcontinental railroad","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Deal values Norfolk Southern at $320/share (1.0 UNP share + $88.82 cash), 25% premium to 30-day VWAP.","Expected annualized synergies of ~$2.75B; combined enterprise over $250B.","Transaction expected to close by early 2027; subject to STB approval and shareholder votes.","Reverse termination fee of $2.5B; Debt/EBITDA of ~3.3x post-closing.","All union employees offered jobs; combined network spans 50,000 route miles, 43 states, ~100 ports."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132971,"accession_number":"0000100885-25-000252","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Union Pacific and Norfolk Southern confirm advanced merger discussions","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Union Pacific (UNP) and Norfolk Southern (NSC) disclosed advanced talks for a potential business combination on July 24, 2025.","No assurance a transaction will be reached; terms and conditions not disclosed.","Companies will not provide further updates unless disclosure becomes required or appropriate."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132970,"accession_number":"0000100885-25-000250","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Union Pacific Q2 EPS $3.15 vs $2.74 YoY; revenue $6.2B up 2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $3.15 (GAAP); adjusted EPS $3.03; net income $1.9B vs $1.7B YoY.","Operating ratio improved 100 bps to 59.0%; adjusted OR 58.1% (230 bps improvement).","Revenue $6.2B (+2%); freight revenue ex-fuel surcharge up 6%; carloads up 4%.","Freight car velocity +10%, locomotive productivity +5%, workforce productivity +9%.","Record freight revenue and operating income for any second quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":5.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":12181000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149527,"accession_number":"0000100885-25-000162","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-05-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Union Pacific President Beth Whited to step down effective July 1; new Principal Accounting Officer named","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Beth Whited transitions from President to Strategic Advisor effective July 1, 2025; will advise through early 2026.","Whited to receive $300K base salary, eligible for 2025 bonus; no new equity awards during transition period.","Todd Rynaski moves from Principal Accounting Officer to SVP-Strategy effective immediately.","Carrie Powers appointed Vice President, Controller, and Chief Accounting Officer effective May 8, 2025.","Powers has 25+ years at Union Pacific, previously AVP Financial Reporting; no permanent President named yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149526,"accession_number":"0000100885-25-000160","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-05-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Union Pacific shareholders elect directors, ratify Deloitte, approve say on pay, reject clawback proposal","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; votes for ranged from 448,028,387 (McCarthy) to 465,200,198 (Finley).","Ratification of Deloitte & Touche as auditor for 2025: 498,703,418 for, 29,253,506 against.","Advisory say-on-pay approved: 437,800,732 for, 27,943,427 against.","Shareholder clawback policy proposal defeated: 429,453,939 against, 34,840,649 for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149525,"accession_number":"0000100885-25-000150","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Union Pacific Q1 EPS flat at $2.70, revenue flat at $6.0B; volume up 7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.6B ($2.70 diluted EPS) vs $1.6B ($2.69) year ago; EPS unchanged.","Operating revenue $6.0B flat; freight revenue up 1% (ex-fuel surcharge +4%).","Operating ratio 60.7% flat, with 90 bps headwind from fuel and leap year.","Quarterly volume (carloads) up 7%; freight car velocity +6% to 215 miles/day.","Reaffirmed FY2025 outlook: capital plan $3.4B, share repurchases $4.0–$4.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":2.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":6027000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168594,"accession_number":"0000100885-25-000082","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-02-18T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Union Pacific establishes $1.5B accelerated share repurchase programs","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ASRs with Barclays and Citi for $1.5B aggregate; ~4.8M shares received on Feb 18, 2025.","Final shares based on VWAP less discount; final settlement expected by end of Q3 2025.","ASRs may be terminated early under certain circumstances per the agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168593,"accession_number":"0000100885-25-000077","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Union Pacific issues $2B in notes: $1B at 5.100% (2035) and $1B at 5.600% (2054)","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1B 5.100% Notes due 2035 and $1B 5.600% Notes due 2054 via underwritten public offering.","Underwriting agreement dated Feb 10, 2025 with BoA, Citigroup, Morgan Stanley, and Wells Fargo as reps.","Offering registered under shelf registration on Form S-3 (File No. 333-277044).","Indenture dated April 1, 1999 with BNY Mellon Trust as trustee governs the notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168592,"accession_number":"0001628280-25-002292","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2025-01-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Union Pacific Q4 EPS $2.91 (+7% YoY); FY EPS $11.09 (+6%); operating ratio improves","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 operating revenue $6.1B (-1% YoY) on volume +5% and core pricing, offset by lower fuel surcharge.","Q4 operating ratio 58.7%, a 220 bps improvement; includes $40M crew staffing agreement expense.","FY 2024 operating income $9.7B (+7%); capital spend $3.4B; share repurchases 6.3M shares at $1.5B.","2025 outlook: EPS growth targeting high-single to low-double digit CAGR; share repurchases $4.0-4.5B.","FY 2024 return on invested capital 15.8%; workforce productivity record with 1,062 car miles per employee."],"consensus_eps_estimate":null,"consensus_eps_actual":11.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":24250000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185712,"accession_number":"0001437749-24-031962","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Union Pacific Q3 EPS $2.75 beats prior year $2.51; operating income up 11%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.75, up 10% from $2.51; net income $1.7B, up 9% from $1.5B.","Operating revenue $6.1B, up 3%; freight revenue ex-fuel surcharge up 5% on 6% higher carloads.","Operating ratio improved 310 bps to 60.3% (fuel price benefit 120 bps); operating income $2.4B, up 11%.","Workforce productivity record: 1,102 car miles per employee, up 12% YoY; freight car velocity +5%.","2024 outlook affirmed: Q4 expected consistent q/q and up YoY; $1.5B share repurchases and $3.4B capex planned."],"consensus_eps_estimate":null,"consensus_eps_actual":8.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":18129000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202282,"accession_number":"0001437749-24-029518","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2024-09-19T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Union Pacific sets 3-year targets: EPS CAGR high single to low double digits, $4-5B buybacks from 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Revenue (ex-fuel) to grow faster than volume (ex-coal) and outpace served markets over 3 years.","Pricing dollars expected to be accretive to operating ratio starting in 2025.","Forecasts EPS CAGR in high single to low double digit range.","Annual capex ~$3.5B–$3.7B; annual share repurchases of $4B–$5B starting 2025.","Dividend payout ratio target ~45%; aims for consistent annual dividend increases."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202281,"accession_number":"0001437749-24-023420","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Union Pacific Q2 EPS $2.74, up 7%; operating income up 9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2024 diluted EPS $2.74, up 7% YoY vs $2.57; net income $1.7B vs $1.6B.","Operating revenue $6.0B (+1%); operating income $2.4B (+9%); operating ratio 60.0% (improved 300bps).","Operating ratio aided by 70bps from intermodal equipment sale; core pricing gains and efficiency drove growth.","Locomotive productivity improved 6%, workforce productivity improved 5%.","2024 share repurchases affirmed at ~$1.5B; capital plan $3.4B; second half volume outlook uncertain."],"consensus_eps_estimate":null,"consensus_eps_actual":5.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":12038000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218378,"accession_number":"0001437749-24-016013","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2024-05-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Union Pacific shareholders elect all 12 directors, approve say-on-pay, reject two proposals","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 12 incumbent directors elected; lowest vote total was McCarthy with 445.6M for vs 25.9M against.","Deloitte & Touche ratified as auditor for 2024: 502.7M for, 30.2M against.","Advisory say-on-pay passed with 448.5M for, 20.3M against (excluding broker non-votes).","Severance policy shareholder proposal defeated: 29.8M for, 441.0M against.","Safety committee charter proposal defeated: 34.2M for, 431.9M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218377,"accession_number":"0001437749-24-013124","cik":100885,"company_name":"UNION PACIFIC CORP","ticker":"UNP","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Union Pacific Q1 EPS $2.69 (+1%); operating income record $2.4B, OR improves 140 bps","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.6B ($2.69 diluted EPS), up 1% from $2.67 YoY; revenue flat at $6.0B.","Operating ratio 60.7%, 140 bps better; operating income $2.4B, +3%.","Restarting share repurchases in Q2; capital plan reaffirmed at $3.4B.","Freight car velocity +4%, locomotive productivity +10%, fuel consumption rate improved 1%.","Volume outlook muted due to intermodal loss, lower coal demand and soft economy."],"consensus_eps_estimate":null,"consensus_eps_actual":2.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":6031000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":161228760000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}