73,753 Shares in Union Pacific Corporation $UNP Acquired by Cumberland Partners Ltd

Posted by Brenda Bartman on Jul 25th, 2026

Cumberland Partners Ltd purchased a new position in Union Pacific Corporation (NYSE:UNP – Free Report) during the 1st quarter, HoldingsChannel.com reports. The firm purchased 73,753 shares of the railroad operator’s stock, valued at approximately $17,894,000. Union Pacific makes up about 1.4% of Cumberland Partners Ltd’s holdings, making the stock its 26th biggest holding.

Several other institutional investors also recently modified their holdings of the stock. Capital World Investors boosted its stake in shares of Union Pacific by 92.1% during the 4th quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock worth $4,658,142,000 after acquiring an additional 9,655,306 shares in the last quarter. Norges Bank acquired a new stake in shares of Union Pacific during the fourth quarter worth $1,779,907,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Union Pacific by 72.7% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock worth $2,169,168,000 after purchasing an additional 3,861,636 shares during the period. Capital Research Global Investors lifted its holdings in shares of Union Pacific by 26.0% during the fourth quarter. Capital Research Global Investors now owns 10,980,904 shares of the railroad operator’s stock valued at $2,540,105,000 after purchasing an additional 2,267,708 shares during the last quarter. Finally, Baupost Group LLC MA purchased a new stake in shares of Union Pacific during the third quarter valued at $353,658,000. Institutional investors own 80.38% of the company’s stock.

Analysts Set New Price Targets

UNP has been the subject of a number of recent analyst reports. Citigroup increased their price target on Union Pacific from $326.00 to $349.00 and gave the company a “buy” rating in a research report on Friday. Stephens raised shares of Union Pacific to a “strong-buy” rating in a research note on Wednesday, July 8th. TD Cowen reiterated a “buy” rating and issued a $325.00 target price (up from $282.00) on shares of Union Pacific in a report on Friday. Sanford C. Bernstein raised their target price on shares of Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a report on Tuesday, March 31st. Finally, Raymond James Financial reissued a “strong-buy” rating on shares of Union Pacific in a research report on Monday, July 13th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $319.16.

Read Our Latest Research Report on UNP

Union Pacific Stock Performance

Shares of Union Pacific stock opened at $307.54 on Friday. Union Pacific Corporation has a 12 month low of $210.84 and a 12 month high of $315.99. The company has a quick ratio of 0.73, a current ratio of 0.99 and a debt-to-equity ratio of 1.40. The stock has a market cap of $182.59 billion, a PE ratio of 24.90, a price-to-earnings-growth ratio of 3.18 and a beta of 0.96. The business has a fifty day simple moving average of $275.12 and a 200-day simple moving average of $258.32.

Union Pacific (NYSE:UNP – Get Free Report) last posted its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, beating the consensus estimate of $3.26 by $0.15. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The firm had revenue of $6.86 billion for the quarter, compared to analyst estimates of $6.72 billion. During the same period in the previous year, the firm earned $3.03 earnings per share. Union Pacific’s quarterly revenue was up 11.5% on a year-over-year basis. On average, sell-side analysts anticipate that Union Pacific Corporation will post 12.64 EPS for the current fiscal year.

Union Pacific Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th were issued a $1.38 dividend. The ex-dividend date was Friday, May 29th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.8%. Union Pacific’s dividend payout ratio is currently 45.47%.

Union Pacific News Roundup

Here are the key news stories impacting Union Pacific this week:

Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both ahead of Wall Street estimates, reinforcing confidence in operating momentum and pricing power.
Positive Sentiment: Analysts turned more constructive after the earnings beat, with Citigroup, JPMorgan, Benchmark, and Bank of America all raising price targets, suggesting expectations for further upside in the stock.
Positive Sentiment: Union Pacific and Canadian National reached a binding access agreement tied to the proposed Norfolk Southern merger, easing competition concerns and improving the odds of regulatory approval while also giving UNP better Chicago routing efficiency and expanded corridor access. Article Title
Neutral Sentiment: The broader news flow also highlighted that the merger and access agreement may reshape North American rail traffic patterns, but the deal still depends on Surface Transportation Board approval and final closing.
Neutral Sentiment: Several articles noted Union Pacific’s record freight revenue and improved efficiency, which supports the bullish case but is already partly reflected in the recent rally.

Insider Buying and Selling at Union Pacific

In other news, EVP Eric J. Gehringer sold 2,991 shares of the stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total value of $789,504.36. Following the completion of the sale, the executive vice president directly owned 43,012 shares of the company’s stock, valued at $11,353,447.52. This represents a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.22% of the stock is owned by corporate 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.