HomeCompareITW vs UNP

ITW vs UNP: Dividend Comparison 2026

ITW yields 2.43% · UNP yields 2.29%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 ITW wins by $2.2K in total portfolio value
10 years
ITW
ITW
● Live price
2.43%
Share price
$256.19
Annual div
$6.22
5Y div CAGR
40.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.2K
Annual income
$19,287.21
Full ITW calculator →
UNP
UNP
● Live price
2.29%
Share price
$239.23
Annual div
$5.48
5Y div CAGR
40.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$69.9K
Annual income
$18,474.89
Full UNP calculator →

Portfolio growth — ITW vs UNP

📍 ITW pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodITWUNP
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, ITW + UNP cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ITW pays
UNP pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

ITW
Annual income on $10K today (after 15% tax)
$206.37/yr
After 10yr DRIP, annual income (after tax)
$16,394.13/yr
UNP
Annual income on $10K today (after 15% tax)
$194.71/yr
After 10yr DRIP, annual income (after tax)
$15,703.66/yr
At 15% tax rate, ITW beats the other by $690.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ITW + UNP for your $10,000?

ITW: 50%UNP: 50%
100% UNP50/50100% ITW
Portfolio after 10yr
$71.0K
Annual income
$18,881.06/yr
Blended yield
26.58%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on UNP right now

ITW
Analyst Ratings
6
Buy
13
Hold
9
Sell
Consensus: Hold
Price Target
$273.50
+6.8% upside vs current
Range: $253.00 — $285.00
Altman Z
8.0
Piotroski
6/9
UNP
Analyst Ratings
1
Strong
27
Buy
18
Hold
1
Sell
Consensus: Buy
Price Target
$276.57
+15.6% upside vs current
Range: $245.00 — $311.00
Altman Z
3.9
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ITW buys
13
UNP buys
7
PoliticianChamberTickerTypeAmountDate
Shelley Moore Capito🏛 Senate$ITW▼ Sell$1,001 - $15,0002026-02-24
John Boozman🏛 Senate$UNP▼ Sell$1,001 - $15,0002026-02-19
John Boozman🏛 Senate$UNP▼ Sell$1,001 - $15,0002026-01-29
John Boozman🏛 Senate$UNP▼ Sell$1,001 - $15,0002026-01-29
Julie Johnson🏢 House$UNP▼ Sell$1,001 - $15,0002025-12-18
Julie Johnson🏢 House$UNP▼ Sell$1,001 - $15,0002025-11-13
Rich McCormick🏢 House$ITW▲ Buy$1,001 - $15,0002025-11-05
Scott Mr Franklin🏢 House$UNP▲ Buy$1,001 - $15,0002025-10-14
Scott Mr Franklin🏢 House$UNP▲ Buy$50,001 - $100,0002025-10-14
Scott Mr Franklin🏢 House$UNP▲ Buy$1,001 - $15,0002025-10-14
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricITWUNP
Forward yield2.43%2.29%
Annual dividend / share$6.22$5.48
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR40.3%40.9%
Portfolio after 10y$72.2K$69.9K
Annual income after 10y$19,287.21$18,474.89
Total dividends collected$46.9K$44.9K
Payment frequencyquarterlyquarterly
SectorIndustrialsStock
Analyst consensusHoldBuy
Analyst price target$273.50$276.57

Year-by-year: ITW vs UNP ($10,000, DRIP)

YearITW PortfolioITW Income/yrUNP PortfolioUNP Income/yrGap
1← crossover$11,041$340.63$11,023$322.76+$18.00ITW
2$12,307$493.12$12,263$468.48+$44.00ITW
3$13,889$720.73$13,808$686.31+$81.00ITW
4$15,928$1,066.53$15,792$1,017.59+$136.00ITW
5$18,646$1,603.73$18,430$1,532.54+$216.00ITW
6$22,413$2,461.76$22,075$2,355.20+$338.00ITW
7$27,862$3,880.01$27,335$3,714.82+$527.00ITW
8$36,137$6,324.37$35,306$6,057.38+$831.00ITW
9$49,422$10,755.41$48,080$10,302.43+$1.3KITW
10$72,169$19,287.21$69,920$18,474.89+$2.2KITW

ITW vs UNP: Complete Analysis 2026

ITWIndustrials

Illinois Tool Works Inc. manufactures and sells industrial products and equipment worldwide. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products. The Automotive OEM segment offers plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses. The Food Equipment segment provides warewashing, refrigeration, cooking, and food processing equipment; kitchen exhaust, ventilation, and pollution control systems; and food equipment maintenance and repair services. The Test & Measurement and Electronics segment produces and sells equipment, consumables, and related software for testing and measuring of materials and structures, as well as equipment and consumables used in the production of electronic subassemblies and microelectronics. The Welding segment produces arc welding equipment; and metal arc welding consumables and related accessories. The Polymers & Fluids segment produces adhesives, sealants, lubrication and cutting fluids, and fluids and polymers for auto aftermarket maintenance and appearance. The Construction Products segment offers engineered fastening systems and solutions for the residential construction, renovation/remodel, and commercial construction markets. The Specialty Products segment offers beverage packaging equipment and consumables, product coding and marking equipment and consumables, and appliance components and fasteners. It serves the automotive OEM/tiers, commercial food equipment, construction, general industrial, and automotive aftermarket end markets. The company distributes its products directly to industrial manufacturers, as well as through independent distributors. Illinois Tool Works Inc. was founded in 1912 and is based in Glenview, Illinois.

Full ITW Calculator →

UNPStock

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, and other agricultural users; petroleum, and liquid petroleum gases; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers. As of December 31, 2021, its rail network included 32,452 route miles connecting Pacific Coast and Gulf Coast ports with the Midwest and Eastern United States gateways. The company was founded in 1862 and is headquartered in Omaha, Nebraska.

Full UNP Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.