Osborne Partners Capital Management LLC cut its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 74.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,303 shares of the railroad operator’s stock after selling 43,688 shares during the quarter. Osborne Partners Capital Management LLC’s holdings in Union Pacific were worth $3,713,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also modified their holdings of UNP. Key Financial Inc increased its position in Union Pacific by 2.1% during the first quarter. Key Financial Inc now owns 1,821 shares of the railroad operator’s stock worth $442,000 after acquiring an additional 38 shares during the period. EJMK Ventures LLC grew its position in Union Pacific by 4.0% in the 1st quarter. EJMK Ventures LLC now owns 1,016 shares of the railroad operator’s stock worth $247,000 after purchasing an additional 39 shares during the last quarter. Rehmann Capital Advisory Group grew its position in Union Pacific by 0.6% in the 4th quarter. Rehmann Capital Advisory Group now owns 6,637 shares of the railroad operator’s stock worth $1,535,000 after purchasing an additional 42 shares during the last quarter. Fairvoy Private Wealth LLC increased its holdings in shares of Union Pacific by 3.8% during the 1st quarter. Fairvoy Private Wealth LLC now owns 1,156 shares of the railroad operator’s stock worth $280,000 after purchasing an additional 42 shares during the period. Finally, Moss Adams Wealth Advisors LLC raised its position in shares of Union Pacific by 2.0% during the first quarter. Moss Adams Wealth Advisors LLC now owns 2,096 shares of the railroad operator’s stock valued at $508,000 after buying an additional 42 shares during the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.
More Union Pacific News
Here are the key news stories impacting Union Pacific this week:
- Positive Sentiment: Union Pacific is drawing attention after a stake change, which can signal renewed investor interest and sometimes sparks buying. Union Pacific (NYSE:UNP) Draws Attention After Stake Change
- Positive Sentiment: Shares are being helped by commentary that rail momentum is building and UNP is hitting fresh highs, reinforcing a bullish technical and industry backdrop. Union Pacific (NYSE:UNP) Hits Fresh High As Rail Momentum Builds
- Positive Sentiment: Analyst and preview pieces suggest Union Pacific could post another earnings beat, with expectations for single-digit bottom-line growth and favorable freight trends. Union Pacific’s Quarterly Earnings Preview: What You Need to Know
- Positive Sentiment: Brokerage coverage remains constructive, with Union Pacific still carrying a consensus “Moderate Buy” rating. Union Pacific Corporation (NYSE:UNP) Given Consensus Rating of “Moderate Buy” by Brokerages
- Neutral Sentiment: Some coverage notes that rising intermodal volumes are affecting major railroads, but the article frames the trend as an industry-wide dynamic rather than a company-specific catalyst. Rising intermodal volume slows big four U.S. rail systems
- Negative Sentiment: A class action was certified against Union Pacific over alleged dumping of carcinogenic chemicals in Wichita neighborhoods, adding legal and reputational risk that could weigh on the stock. Lanier Law Firm: Class Action Certified Against Union Pacific for Dumping Carcinogenic Chemicals in Historically Black Wichita Neighborhoods
Union Pacific Trading Up 0.1%
Union Pacific (NYSE:UNP – Get Free Report) last announced 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 business had revenue of $6.22 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same quarter in the previous year, the firm earned $2.70 EPS. Union Pacific’s quarterly revenue was up 3.2% on a year-over-year basis. On average, sell-side analysts predict that Union Pacific Corporation will post 12.55 EPS for the current fiscal year.
Union Pacific Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th were paid a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Friday, May 29th. Union Pacific’s payout ratio is currently 45.47%.
Insider Transactions at Union Pacific
In related news, CFO Jennifer L. Hamann sold 2,000 shares of the stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $274.70, for a total transaction of $549,400.00. Following the completion of the sale, the chief financial officer owned 114,642 shares in the company, valued at $31,492,157.40. This trade represents a 1.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Kenyatta G. Rocker sold 27,387 shares of Union Pacific stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $271.76, for a total transaction of $7,442,691.12. Following the transaction, the executive vice president directly owned 61,102 shares of the company’s stock, valued at $16,605,079.52. This represents a 30.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 32,378 shares of company stock valued at $8,781,595. 0.22% of the stock is owned by insiders.
Wall Street Analyst Weigh In
A number of equities research analysts recently weighed in on UNP shares. Susquehanna reissued a “positive” rating and set a $305.00 target price on shares of Union Pacific in a research report on Friday, June 5th. Wells Fargo & Company reissued an “overweight” rating and set a $300.00 price objective (up from $260.00) on shares of Union Pacific in a report on Friday, April 24th. BMO Capital Markets restated a “market perform” rating and issued a $285.00 target price (up from $278.00) on shares of Union Pacific in a research note on Friday, April 24th. JPMorgan Chase & Co. raised their target price on Union Pacific from $267.00 to $275.00 and gave the stock a “neutral” rating in a research report on Friday, April 24th. Finally, UBS Group reissued a “neutral” rating and issued a $274.00 price target (up from $253.00) on shares of Union Pacific 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 issued a Hold rating to the company. According to data from MarketBeat, Union Pacific presently has a consensus rating of “Moderate Buy” and an average price target of $283.11.
Check Out Our Latest Stock Analysis on UNP
Union Pacific Company Profile
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.
Featured Stories
- Five stocks we like better than Union Pacific
- AST SpaceMobile’s Japan Catalyst Puts Its Rollout Story Back in Focus
- Gold and Silver Recovery—3 Precious Metals Stocks for H2 2026
- Klarna’s Google Court Win Could Give Its BNPL Story a Needed Cash Catalyst
- Why Kroger’s Giant Eagle Deal Could Change Everything
Want to see what other hedge funds are holding UNP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Union Pacific Corporation (NYSE:UNP – Free Report).
Receive News & Ratings for Union Pacific Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Union Pacific and related companies with MarketBeat.com's FREE daily email newsletter.
