Glenview Trust Co bought a new position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund bought 136,268 shares of the railroad operator’s stock, valued at approximately $33,061,000.
A number of other institutional investors and hedge funds also recently modified their holdings of the stock. State Street Corp raised its holdings in Union Pacific by 4.3% in the fourth quarter. State Street Corp now owns 26,330,080 shares of the railroad operator’s stock worth $6,090,674,000 after purchasing an additional 1,082,285 shares during the period. Capital World Investors grew its holdings in shares of Union Pacific by 92.1% in the 4th quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock valued at $4,658,142,000 after buying an additional 9,655,306 shares during the period. Geode Capital Management LLC increased its position in shares of Union Pacific by 2.0% in the 4th quarter. Geode Capital Management LLC now owns 15,360,668 shares of the railroad operator’s stock valued at $3,552,550,000 after buying an additional 296,814 shares in the last quarter. Bank of America Corp DE increased its position in shares of Union Pacific by 0.4% in the 2nd quarter. Bank of America Corp DE now owns 14,527,563 shares of the railroad operator’s stock valued at $3,951,497,000 after buying an additional 64,492 shares in the last quarter. Finally, Morgan Stanley raised its stake in Union Pacific by 5.0% during the 4th quarter. Morgan Stanley now owns 12,636,050 shares of the railroad operator’s stock worth $2,922,971,000 after buying an additional 602,647 shares during the period. 80.38% of the stock is owned by institutional investors.
Analysts Set New Price Targets
UNP has been the topic of several recent analyst reports. Barclays reiterated an “overweight” rating and set a $350.00 target price (up from $315.00) on shares of Union Pacific in a report on Friday, July 24th. Citigroup raised their price target on Union Pacific from $326.00 to $349.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. TD Cowen reiterated a “buy” rating and set a $325.00 price objective (up from $282.00) on shares of Union Pacific in a report on Friday, July 24th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $339.00 price objective (up from $289.00) on shares of Union Pacific in a research report on Friday, July 24th. Finally, Wells Fargo & Company reissued an “overweight” rating and set a $335.00 target price (up from $315.00) on shares of Union Pacific in a research note on Friday, July 24th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $320.89.
Insider Activity
In related news, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total value of $789,504.36. Following the sale, the executive vice president owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. This trade represents a 6.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.22% of the company’s stock.
Key Headlines Impacting Union Pacific
Here are the key news stories impacting Union Pacific this week:
- Positive Sentiment: Merger application advances: Union Pacific and Norfolk Southern urged the Surface Transportation Board (STB) to reject opponents’ preliminary challenges, arguing that their application satisfies the threshold for a full regulatory review. Progress toward review keeps potential network synergies and long-term growth benefits in focus. Union Pacific, Norfolk Southern defend rail merger application as STB review advances
- Positive Sentiment: Analyst endorsement: Erste Group Bank initiated coverage with a “buy” rating, adding a new bullish view on UNP’s valuation and outlook. Erste Group initiates coverage of Union Pacific
- Positive Sentiment: Dividend appeal: Union Pacific was highlighted as a railroad with a solid five-year dividend-growth record, supporting its appeal to income-oriented investors. Recent coverage also pointed to the dividend and second-quarter 2026 earnings as factors supporting the outlook. 2 Dividend-Paying Stocks From the Railroad Industry to Consider
- Neutral Sentiment: Investor-event watch: CEO Jim Vena and CFO Jennifer Hamann will participate in a Bernstein Research virtual fireside chat on September 1. Management commentary on merger timing, volumes, pricing, costs and rail efficiency could provide a near-term trading catalyst. Union Pacific CEO and CFO to Participate in Bernstein Fireside Chat
- Negative Sentiment: Execution and regulatory risks remain: Coverage described a fresh test for Union Pacific’s rail efficiency, while the merger still faces STB scrutiny and opposition. These issues may be limiting enthusiasm even as the companies argue the application merits full review. Union Pacific Faces a Fresh Test of Rail Efficiency
Union Pacific Trading Down 1.0%
UNP opened at $307.45 on Friday. The stock has a market capitalization of $182.65 billion, a P/E ratio of 24.89, a P/E/G ratio of 3.17 and a beta of 0.96. The company has a current ratio of 0.99, a quick ratio of 0.82 and a debt-to-equity ratio of 1.40. Union Pacific Corporation has a 12 month low of $210.84 and a 12 month high of $315.99. The firm’s fifty day simple moving average is $290.07 and its 200 day simple moving average is $269.54.
Union Pacific (NYSE:UNP – Get Free Report) last released its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $6.72 billion. During the same quarter in the prior year, the company earned $3.03 EPS. The company’s revenue was up 11.5% on a year-over-year basis. As a group, research analysts anticipate that Union Pacific Corporation will post 12.93 EPS for the current fiscal year.
Union Pacific Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st will be given a dividend of $1.42 per share. This is an increase from Union Pacific’s previous quarterly dividend of $1.38. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Monday, August 31st. Union Pacific’s payout ratio is currently 45.99%.
Union Pacific Company Profile
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.
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