Jim Cramer Commented on 10 Stocks and the Recent Macro Rally

8. Union Pacific Corporation (NYSE:UNP)

Number of Hedge Fund Holders: 99

Union Pacific Corporation (NYSE:UNP) is one of the stocks Jim Cramer commented on along with the recent macro rally. Cramer highlighted the company’s upcoming merger during the episode, as he remarked:

“Next group… the transports, which are also in breakout mode. We know that Union Pacific’s doing extraordinarily well, about to merge with Norfolk Southern. Great situation.”

Union Pacific Corporation (NYSE:UNP) works in the railroad business as the company transports a variety of goods, including agricultural products, chemicals, construction materials, energy products, and vehicles. Matrix Asset Advisors stated the following regarding Union Pacific Corporation (NYSE:UNP) in its third quarter 2025 investor letter:

“We sold the position in Union Pacific Corporation (NYSE:UNP) for a profit after it announced a deal to buy Norfolk Southern using its shares and cash. While we expect the combination of the two railroads to be a long-term positive for UNP, the timing of the deal closure is uncertain and likely to take 12 to 18 months. In our experience, the shares of the acquiring company often remain in stock market limbo until after the deal is finalized. We took our gains and reinvested the proceeds in better near-term investment opportunities.”