Choate Investment Advisors Trims Stock Holdings in Union Pacific Corporation $UNP

Posted by Brian Himes on May 25th, 2026

Choate Investment Advisors trimmed its holdings in Union Pacific Corporation (NYSE:UNP – Free Report) by 12.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 14,857 shares of the railroad operator’s stock after selling 2,163 shares during the quarter. Choate Investment Advisors’ holdings in Union Pacific were worth $3,437,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of UNP. Capital World Investors grew its stake in Union Pacific by 193.3% in the 3rd quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock valued at $2,477,404,000 after buying an additional 6,908,016 shares in the last quarter. Capital Research Global Investors boosted its holdings in 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 valued at $2,059,538,000 after purchasing an additional 4,244,226 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in 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 valued at $2,169,168,000 after purchasing an additional 3,861,636 shares during the period. EdgePoint Investment Group Inc. bought a new position in Union Pacific in the 3rd quarter valued at $408,592,000. Finally, Baupost Group LLC MA bought a new position in Union Pacific in the 3rd quarter valued at $353,658,000. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Eric J. Gehringer sold 1,999 shares of the firm’s stock in a transaction dated 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 legal filing with the SEC, which is available through the SEC website. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 61,102 shares in the company, valued at $16,605,079.52. This trade represents a 30.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 31,386 shares of company stock valued at $8,461,716. 0.22% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

UNP has been the subject of several analyst reports. Royal Bank Of Canada reissued an “outperform” rating and issued a $289.00 price target (up from $273.00) on shares of Union Pacific in a report on Friday, April 24th. Raymond James Financial set a $310.00 price objective on shares of Union Pacific in a report on Friday, April 24th. TD Cowen lifted their price objective on shares of Union Pacific from $256.00 to $282.00 and gave the stock a “buy” rating in a report on Friday, April 24th. Weiss Ratings raised shares of Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, April 21st. Finally, JPMorgan Chase & Co. lifted their price objective on shares of 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 given a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $280.47.

Read Our Latest Stock Analysis on Union Pacific

Union Pacific Stock Performance

Union Pacific stock opened at $265.65 on Monday. The firm has a fifty day simple moving average of $253.79 and a two-hundred day simple moving average of $243.99. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53. Union Pacific Corporation has a twelve month low of $210.84 and a twelve month high of $276.40. The company has a market capitalization of $157.72 billion, a PE ratio of 21.88, a P/E/G ratio of 2.82 and a beta of 0.99.

Union Pacific (NYSE:UNP – Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $6.12 billion. During the same period last year, the firm earned $2.70 earnings per share. The company’s revenue for the quarter was up 3.2% compared to the same quarter last year. Research analysts expect that Union Pacific Corporation will post 12.53 EPS for the current year.

Union Pacific Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th will be paid a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, May 29th. Union Pacific’s dividend payout ratio (DPR) is 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.