Union Pacific Corporation $UNP Shares Purchased by National Pension Service

Posted by Stanley Muller on May 29th, 2026

National Pension Service boosted its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,316,496 shares of the railroad operator’s stock after acquiring an additional 15,785 shares during the quarter. National Pension Service’s holdings in Union Pacific were worth $304,532,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Rachor Investment Advisory Services LLC acquired a new stake in Union Pacific in the fourth quarter valued at approximately $25,000. Tucker Asset Management LLC acquired a new stake in Union Pacific during the fourth quarter worth approximately $25,000. High Point Wealth Management LLC acquired a new stake in Union Pacific during the fourth quarter worth approximately $26,000. Caitlin John LLC acquired a new stake in Union Pacific during the third quarter worth approximately $27,000. Finally, Saranac Partners Ltd acquired a new position in shares of Union Pacific in the 3rd quarter valued at $27,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on UNP. Evercore restated an “outperform” rating and issued a $277.00 target price on shares of Union Pacific in a report on Friday, April 24th. Barclays restated an “overweight” rating and issued a $315.00 target price (up from $285.00) on shares of Union Pacific in a report on Friday, April 24th. TD Cowen upped their target price on shares of Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a report on Friday, April 24th. Weiss Ratings upgraded shares of Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, April 21st. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $289.00 target price (up from $273.00) on shares of Union Pacific in a report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, Union Pacific currently has a consensus rating of “Moderate Buy” and an average price target of $280.47.

Check Out Our Latest Stock Report on UNP

Union Pacific Stock Performance

Shares of Union Pacific stock opened at $266.59 on Friday. The firm’s fifty day simple moving average is $256.04 and its 200-day simple moving average is $245.44. The stock has a market capitalization of $158.28 billion, a price-to-earnings ratio of 21.96, a PEG ratio of 2.97 and a beta of 0.99. Union Pacific Corporation has a 12 month low of $210.84 and a 12 month high of $279.70. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.92 and a quick ratio of 0.73.

Union Pacific (NYSE:UNP – Get Free Report) last announced its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 EPS for the quarter, beating analysts’ consensus estimates of $2.86 by $0.07. The business had revenue of $6.22 billion for the quarter, compared to analysts’ expectations of $6.12 billion. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. The company’s quarterly revenue was up 3.2% on a year-over-year basis. During the same period in the previous year, the company posted $2.70 EPS. As a group, equities analysts forecast that Union Pacific Corporation will post 12.53 earnings per share for the current year.

Union Pacific Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th will be issued a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, May 29th. Union Pacific’s payout ratio is presently 45.47%.

Insider Activity

In other news, EVP Kenyatta G. Rocker sold 27,387 shares of Union Pacific stock in a transaction on Friday, April 24th. The shares were sold at an average price of $271.76, for a total value of $7,442,691.12. Following the transaction, the executive vice president directly owned 61,102 shares of the company’s stock, valued at $16,605,079.52. The trade was a 30.95% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Eric J. Gehringer sold 1,999 shares of Union Pacific stock in a transaction on Friday, March 20th. The shares were sold at an average price of $234.93, for a total transaction of $469,625.07. The SEC filing for this sale provides additional information. Insiders have sold 31,386 shares of company stock valued at $8,461,716 in the last ninety days. 0.22% of the stock is currently owned by company insiders.

About Union Pacific

(Free Report)

Union Pacific Corporation (NYSE: UNP) is one of the largest freight railroad companies in the United States. Its principal operating subsidiary, Union Pacific Railroad, has roots that trace back to the Pacific Railway Act of 1862 and the construction of the first transcontinental rail link completed in 1869. The company is headquartered in Omaha, Nebraska, and operates as a holding company for rail transportation and related services.

Union Pacific’s core business is the movement of freight by rail across an extensive rail network serving the western two‑thirds of the United States.