Northwestern Mutual Wealth Management Co. Raises Stock Holdings in Union Pacific Corporation $UNP

Posted by Stanley Muller on May 18th, 2026

Northwestern Mutual Wealth Management Co. boosted its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 34.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 291,255 shares of the railroad operator’s stock after purchasing an additional 75,022 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Union Pacific were worth $67,373,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of UNP. Capital World Investors boosted 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 purchasing an additional 6,908,016 shares in the last quarter. Capital Research Global Investors lifted its position in shares of Union Pacific by 95.0% in the third quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock valued at $2,059,538,000 after acquiring an additional 4,244,226 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Union Pacific by 72.7% in 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 valued at $2,169,168,000 after acquiring an additional 3,861,636 shares in the last quarter. EdgePoint Investment Group Inc. purchased a new position in shares of Union Pacific in the third quarter valued at approximately $408,592,000. Finally, Baupost Group LLC MA purchased a new position in shares of Union Pacific in the third quarter valued at approximately $353,658,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Insider Activity at Union Pacific

In related news, CFO Jennifer L. Hamann sold 2,000 shares of the stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $274.70, for a total value of $549,400.00. Following the completion of the sale, the chief financial officer owned 114,642 shares of the company’s stock, valued at approximately $31,492,157.40. This trade represents a 1.71% 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. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president directly owned 61,102 shares of the company’s stock, valued at approximately $16,605,079.52. This represents a 30.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 31,386 shares of company stock valued at $8,461,716. 0.22% of the stock is currently owned by insiders.

Union Pacific Price Performance

NYSE:UNP opened at $270.58 on Monday. Union Pacific Corporation has a one year low of $210.84 and a one year high of $274.79. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.73 and a current ratio of 0.92. The stock has a market cap of $160.65 billion, a PE ratio of 22.29, a P/E/G ratio of 2.87 and a beta of 0.99. The stock has a 50 day moving average price of $252.29 and a 200 day moving average price of $242.23.

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

Union Pacific Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 29th will be issued a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, May 29th. Union Pacific’s dividend payout ratio (DPR) is currently 45.47%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Evercore restated an “outperform” rating and issued a $277.00 target price on shares of Union Pacific in a research report on Friday, April 24th. Citigroup restated a “buy” rating and issued a $307.00 target price (up from $285.00) on shares of Union Pacific in a research report on Friday, April 24th. Weiss Ratings upgraded Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, April 21st. UBS Group restated a “neutral” rating and issued a $274.00 target price (up from $253.00) on shares of Union Pacific in a research report on Friday, April 24th. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $300.00 target price (up from $260.00) on shares of Union Pacific in a research 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 stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $280.47.

View Our Latest Research Report on UNP

Union Pacific 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.