SG Americas Securities LLC Boosts Holdings in Union Pacific Corporation $UNP

Posted by Geri Gentry on Jun 22nd, 2026

SG Americas Securities LLC grew its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 82.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 385,680 shares of the railroad operator’s stock after acquiring an additional 174,741 shares during the quarter. SG Americas Securities LLC’s holdings in Union Pacific were worth $93,574,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of UNP. Rachor Investment Advisory Services LLC purchased a new stake in Union Pacific in the fourth quarter valued at approximately $25,000. Tucker Asset Management LLC purchased a new position in Union Pacific during the fourth quarter worth approximately $25,000. SWAN Capital LLC raised its stake in Union Pacific by 2,575.0% during the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after purchasing an additional 103 shares during the period. High Point Wealth Management LLC acquired a new position in shares of Union Pacific in the 4th quarter valued at $26,000. Finally, Caitlin John LLC acquired a new position in shares of Union Pacific in the 3rd quarter valued at $27,000. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Union Pacific Price Performance

UNP opened at $257.46 on Monday. Union Pacific Corporation has a 52-week low of $210.84 and a 52-week high of $279.70. The company has a 50 day moving average of $263.79 and a two-hundred day moving average of $249.93. The company has a market cap of $152.86 billion, a P/E ratio of 21.21, a P/E/G ratio of 2.72 and a beta of 0.97. 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 (NYSE:UNP – Get Free Report) last issued its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 EPS for the quarter, beating analysts’ consensus estimates of $2.86 by $0.07. The business had revenue of $6.22 billion for the quarter, compared to the consensus estimate of $6.12 billion. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. The business’s revenue for the quarter was up 3.2% compared to the same quarter last year. During the same quarter last year, the firm posted $2.70 EPS. On average, analysts expect that Union Pacific Corporation will post 12.55 earnings per share for the current year.

Union Pacific Dividend Announcement

The business also recently disclosed 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. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Friday, May 29th. Union Pacific’s payout ratio is currently 45.47%.

Insiders Place Their Bets

In other news, CFO Jennifer L. Hamann sold 2,000 shares of the company’s stock in a transaction dated 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 $31,492,157.40. This represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the 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 completion of the sale, the executive vice president 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 position. The SEC filing for this sale provides additional information. Insiders have sold a total of 32,378 shares of company stock worth $8,781,595 over the last quarter. 0.22% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on UNP shares. Evercore restated an “outperform” rating and set a $277.00 price objective on shares of Union Pacific in a report on Friday, April 24th. Robert W. Baird set a $311.00 target price on Union Pacific and gave the company an “outperform” rating in a report on Friday, March 6th. Raymond James Financial set a $310.00 price target on Union Pacific in a research report on Friday, April 24th. Citigroup reissued a “buy” rating and set a $307.00 price target (up from $285.00) on shares of Union Pacific in a research report on Friday, April 24th. Finally, Benchmark raised their price objective on Union Pacific from $275.00 to $300.00 and gave the stock a “buy” rating in a report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, Union Pacific has an average rating of “Moderate Buy” and an average price target of $282.21.

View Our Latest Stock Report on Union Pacific

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.