Union Pacific Corporation $UNP Shares Bought by Miller Howard Investments Inc. NY

Miller Howard Investments Inc. NY boosted its stake in shares of Union Pacific Corporation (NYSE:UNP) by 11.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 28,193 shares of the railroad operator’s stock after acquiring an additional 2,787 shares during the period. Miller Howard Investments Inc. NY’s holdings in Union Pacific were worth $6,522,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in UNP. Capital World Investors raised its position in Union Pacific by 193.3% during the third quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock worth $2,477,404,000 after acquiring an additional 6,908,016 shares during the period. Capital Research Global Investors raised its position in Union Pacific by 95.0% during the third quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock worth $2,059,538,000 after acquiring an additional 4,244,226 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in 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 acquiring an additional 3,861,636 shares during the period. EdgePoint Investment Group Inc. acquired a new position in Union Pacific during the third quarter worth $408,592,000. Finally, Baupost Group LLC MA acquired a new position in Union Pacific in the 3rd quarter valued at $353,658,000. 80.38% of the stock is currently owned by institutional investors and hedge funds.

Union Pacific Price Performance

Union Pacific stock opened at $251.28 on Monday. The company’s 50 day simple moving average is $251.91 and its 200-day simple moving average is $237.53. The company has a market capitalization of $149.11 billion, a price-to-earnings ratio of 20.99, a price-to-earnings-growth ratio of 2.78 and a beta of 0.96. Union Pacific Corporation has a 1 year low of $206.63 and a 1 year high of $268.14. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.75 and a current ratio of 0.91.

Union Pacific (NYSE:UNP) last released its quarterly earnings results on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). The company had revenue of $6.09 billion during the quarter, compared to analysts’ expectations of $6.15 billion. Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. Union Pacific’s revenue was down .6% on a year-over-year basis. During the same period last year, the firm posted $2.91 earnings per share. As a group, equities research analysts expect that Union Pacific Corporation will post 11.99 earnings per share for the current year.

Union Pacific Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th were paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, February 27th. Union Pacific’s payout ratio is 46.12%.

Wall Street Analyst Weigh In

Several research firms recently commented on UNP. The Goldman Sachs Group reissued a “neutral” rating and issued a $267.00 price objective on shares of Union Pacific in a research note on Tuesday, January 27th. Sanford C. Bernstein boosted their price objective on Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 31st. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Union Pacific in a research note on Wednesday. TD Cowen cut their target price on Union Pacific from $257.00 to $255.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, Benchmark reaffirmed a “buy” rating and issued a $275.00 target price (up from $260.00) on shares of Union Pacific in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, Union Pacific currently has a consensus rating of “Moderate Buy” and a consensus target price of $267.48.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Zacks and other screens flag UNP as a top candidate to beat Q1 estimates (Earnings ESP + favorable analyst setup), which supports upside into the print. Transportation Q1 Earnings: 3 Stocks That Could Surpass Forecasts
• Positive Sentiment: Union Pacific signed a seven‑year contract with Rocky Mountain Steel Mills for U.S. rail supply — a move that strengthens domestic sourcing, supports network reliability and reduces input/supply-chain risk over the medium term. Union Pacific Rail Deal Ties Domestic Supply To Valuation Opportunity
• Neutral Sentiment: UNP officially set its Q1 2026 earnings release and webcast for April 23 — a clear catalyst date for volatility and repositioning ahead of the report. Union Pacific Corporation Announces First Quarter 2026 Earnings Release Date
• Neutral Sentiment: Street consensus expects modest earnings growth into the quarter, per Zacks previews — this raises expectations but also sets a bar investors will watch closely. Union Pacific (UNP) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Shipper groups asked the STB to make confidential merger-agreement terms public for the proposed UP‑NS deal — higher regulatory scrutiny or disclosure could complicate the merger timeline and introduce legal/regulatory risk. Shipper groups ask STB to make key UP-NS merger agreement documents public
• Negative Sentiment: Analysts and previews note modest revenue trends and margin pressure from rising fuel/labor costs, and recent quarterly misses raise the risk that the print or guide could disappoint. Union Pacific to Report Q1 Earnings: What’s in the Cards?
• Negative Sentiment: MarketWatch flagged that UNP has underperformed peers on a relative basis recently, signaling some investor caution despite intraday gains. Union Pacific Corp. stock underperforms Thursday when compared to competitors despite daily gains

Insider Activity

In other news, EVP Eric J. Gehringer sold 1,999 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $234.93, for a total value of $469,625.07. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 0.22% of the company’s stock.

Union Pacific 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.