Union Pacific Corporation $UNP Stock Position Reduced by Hendley & Co. Inc.

Posted by Geri Gentry on May 17th, 2026

Hendley & Co. Inc. lessened its position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 8.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 34,365 shares of the railroad operator’s stock after selling 3,087 shares during the quarter. Union Pacific comprises about 2.8% of Hendley & Co. Inc.’s investment portfolio, making the stock its 11th largest position. Hendley & Co. Inc.’s holdings in Union Pacific were worth $7,949,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in UNP. Capital World Investors lifted its holdings in shares of Union Pacific by 193.3% in the 3rd quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock worth $2,477,404,000 after purchasing an additional 6,908,016 shares during the last quarter. Capital Research Global Investors lifted its holdings in shares of Union Pacific by 95.0% in the 3rd quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock worth $2,059,538,000 after purchasing an additional 4,244,226 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Union Pacific by 72.7% in the 3rd 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 last quarter. EdgePoint Investment Group Inc. bought a new stake in shares of Union Pacific in the 3rd quarter worth approximately $408,592,000. Finally, Baupost Group LLC MA bought a new stake in shares of Union Pacific in the 3rd quarter worth approximately $353,658,000. Institutional investors own 80.38% of the company’s stock.

Insider Buying and Selling at Union Pacific

In other Union Pacific news, EVP Eric J. Gehringer sold 1,999 shares of Union Pacific stock in a transaction on Friday, March 20th. The stock was sold at an average price of $234.93, for a total transaction of $469,625.07. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Jennifer L. Hamann sold 2,000 shares of Union Pacific stock in a transaction on Friday, April 24th. The shares were sold at an average price of $274.70, for a total value of $549,400.00. Following the sale, the chief financial officer directly owned 114,642 shares in the company, valued at $31,492,157.40. The trade was a 1.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 31,386 shares of company stock valued at $8,461,716 in the last quarter. Corporate insiders own 0.22% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Susquehanna reissued a “buy” rating on shares of Union Pacific in a report on Monday, January 19th. Evercore reissued an “outperform” rating and issued a $277.00 price target on shares of Union Pacific in a report on Friday, April 24th. Wells Fargo & Company reissued an “overweight” rating and issued a $300.00 price target (up from $260.00) on shares of Union Pacific in a report on Friday, April 24th. Barclays reissued an “overweight” rating and issued a $315.00 price target (up from $285.00) on shares of Union Pacific in a report on Friday, April 24th. Finally, JPMorgan Chase & Co. raised their price target on Union Pacific from $267.00 to $275.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $280.47.

Read Our Latest Stock Analysis on Union Pacific

Union Pacific Stock Up 0.5%

Shares of Union Pacific stock opened at $270.58 on Friday. The business’s fifty day moving average price is $252.29 and its two-hundred day moving average price is $242.06. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.92 and a quick ratio of 0.73. The company has a market capitalization of $160.65 billion, a P/E ratio of 22.29, a PEG ratio of 2.87 and a beta of 0.99. Union Pacific Corporation has a 1-year low of $210.84 and a 1-year high of $274.79.

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

Union Pacific Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th will be paid a dividend of $1.38 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $5.52 annualized dividend and a yield of 2.0%. Union Pacific’s payout ratio is presently 45.47%.

Union Pacific Company Profile

(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.