Added to YB: 2026-03-12
Pitch date: 2026-03-10
UNP [bullish]
Union Pacific Corporation
-2.44%
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
$149.0B
Pitch Price
$250.21
Price Target
N/A
Dividend
2.20%
EV/EBITDA
14.08
P/E
20.96
EV/Sales
7.36
Sector
Ground Transportation
Category
special_situation
The Transcontinental Arbitrage: Selling the Merger Friction on Union Pacific ($UNP)
UNP: Sold 900 May 15 $225 puts @ $3.90 ($351k credit). $85B Norfolk Southern merger in progress. $225 strike 3% below 200-DMA support ($232.18), 10% below current $249.37. $2.75B annual synergies buffer downside. Breakeven $221.10. Wins on IV collapse as deal clears, sideways theta decay, or forced buy at discount if shocked lower.
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