King Luther Capital Management Corp Has $193.70 Million Stake in Union Pacific Corporation $UNP

Posted by Brian Himes on May 27th, 2026

King Luther Capital Management Corp grew its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 837,348 shares of the railroad operator’s stock after purchasing an additional 6,798 shares during the quarter. King Luther Capital Management Corp’s holdings in Union Pacific were worth $193,695,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the company. Midwest Trust Co grew its stake in Union Pacific by 2.8% during the third quarter. Midwest Trust Co now owns 281,036 shares of the railroad operator’s stock worth $66,428,000 after purchasing an additional 7,759 shares during the period. Thrivent Financial for Lutherans increased its holdings in Union Pacific by 15.1% in the third quarter. Thrivent Financial for Lutherans now owns 135,188 shares of the railroad operator’s stock worth $31,955,000 after purchasing an additional 17,696 shares in the last quarter. Bessemer Group Inc. lifted its stake in Union Pacific by 29.6% in the third quarter. Bessemer Group Inc. now owns 653,589 shares of the railroad operator’s stock valued at $154,488,000 after buying an additional 149,158 shares during the period. AustralianSuper Pty Ltd acquired a new position in Union Pacific in the third quarter valued at approximately $802,000. Finally, Berman McAleer LLC bought a new position in shares of Union Pacific during the 3rd quarter worth approximately $1,036,000. Institutional investors own 80.38% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on UNP. Robert W. Baird set a $311.00 price objective on shares of Union Pacific and gave the stock an “outperform” rating in a research report on Friday, March 6th. Raymond James Financial set a $310.00 target price on shares of Union Pacific in a research note on Friday, April 24th. Barclays restated 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. UBS Group reiterated a “neutral” rating and set a $274.00 price objective (up from $253.00) on shares of Union Pacific in a report on Friday, April 24th. Finally, TD Cowen increased their price objective on shares of Union Pacific from $256.00 to $282.00 and gave the stock a “buy” rating in a research report on Friday, April 24th. One investment 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’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $280.47.

Check Out Our Latest Analysis on UNP

Insider Activity at Union Pacific

In other 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 directly owned 114,642 shares of the company’s stock, valued at $31,492,157.40. This represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the stock in a transaction that occurred on Friday, April 24th. The stock was 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 trade represents a 30.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 31,386 shares of company stock valued at $8,461,716. 0.22% of the stock is owned by corporate insiders.

Union Pacific Price Performance

Shares of UNP opened at $271.54 on Wednesday. The business’s fifty day moving average is $254.81 and its 200 day moving average is $244.69. Union Pacific Corporation has a 12-month low of $210.84 and a 12-month high of $276.40. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53. The stock has a market cap of $161.22 billion, a P/E ratio of 22.37, a P/E/G ratio of 2.82 and a beta of 0.99.

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

Union Pacific Dividend Announcement

The firm also recently announced 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 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Friday, May 29th. Union Pacific’s dividend payout ratio is currently 45.47%.

About Union Pacific

(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.