Union Pacific Corp. (UNP) 10-K Red Flags
Risk signals extracted deterministically from Union Pacific Corp.’s SEC 10-K/10-Q XBRL filings — no LLM, every finding cites the underlying data.
Detected red flags (15)
- Restatement of financial statements: The term "restatement of" "previously issued" appears in 1 recent filing(s) (vs 1 in the prior period). This risk language is ongoing.
- Operating cash flow exceeds net income: OCF is 1.30x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
- NEW: Impairment charge: Impairment charge appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- NEW: Restructuring: Restructuring appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- Endogenous analysis: 1 positive signal(s) versus 1 risk signal(s). The filing exhibits more constructive indicators than concerns, though individual risk factors should still be monitored.
- 1 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 2 new risk-language term(s) detected in filing text: Impairment charge, Restructuring.
- Ongoing high-severity risk language: Restatement of financial statements.
- Market cap $181.77B at $305.97 per share.
- Trailing P/E 25.54, P/S 7.42, P/B 8.79.
- Composite risk: Elevated.
- Leverage debt/equity 1.54 (moderate).
- Restatement of financial statements: The term "restatement of" "previously issued" appears in 1 recent filing(s) (vs 1 in the prior period). This risk language is ongoing.
- Operating cash flow exceeds net income: OCF is 1.30x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
Filings & ownership
- Latest annual report (10-K) filed Feb 6, 2026.
- Latest quarterly report (10-Q) filed Jul 23, 2026.
- 7 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference Union Pacific Corp.; broad institutional reporting.
- Recent filers include INTRUST BANK NA, Vicis Capital, LLC, Vicis Capital, LLC.
- 20 recent 13G passive institutional ownership notices.
Full UNP analyst report
Valuation (DCF & Graham), technicals, macro exposure, risk scorecard and 13F/13D ownership.
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