Union Pacific Corporation $UNP Position Increased by NovaPoint Capital LLC

Posted by Brenda Bartman on Jul 17th, 2026

NovaPoint Capital LLC boosted its holdings in Union Pacific Corporation (NYSE:UNP – Free Report) by 7.7% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 24,857 shares of the railroad operator’s stock after buying an additional 1,782 shares during the quarter. Union Pacific accounts for about 1.5% of NovaPoint Capital LLC’s investment portfolio, making the stock its 26th largest position. NovaPoint Capital LLC’s holdings in Union Pacific were worth $6,031,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of the stock. Acadian Asset Management LLC boosted its position in shares of Union Pacific by 40.4% in the 1st quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock valued at $546,000 after purchasing an additional 665 shares during the period. Schnieders Capital Management LLC. increased its stake in Union Pacific by 0.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock worth $4,741,000 after purchasing an additional 102 shares in the last quarter. Main Street Financial Solutions LLC raised its holdings in Union Pacific by 1.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 3,733 shares of the railroad operator’s stock worth $859,000 after buying an additional 58 shares during the period. HUB Investment Partners LLC raised its holdings in Union Pacific by 10.0% during the 2nd quarter. HUB Investment Partners LLC now owns 6,091 shares of the railroad operator’s stock worth $1,401,000 after buying an additional 554 shares during the period. Finally, Alliancebernstein L.P. lifted its stake in Union Pacific by 7.4% during the second quarter. Alliancebernstein L.P. now owns 1,528,426 shares of the railroad operator’s stock valued at $351,660,000 after buying an additional 105,664 shares in the last quarter. Institutional investors own 80.38% of the company’s stock.

Key Union Pacific News

Here are the key news stories impacting Union Pacific this week:

Positive Sentiment: Citizens initiated coverage of Union Pacific as a transportation top pick and set a $350 price target, adding to the bullish analyst backdrop. Citizens launches transportation coverage, names FedEx a top large-cap pick
Positive Sentiment: Wells Fargo reiterated its Buy rating on Union Pacific, reinforcing investor confidence ahead of next week’s earnings report. Wells Fargo Sticks to Their Buy Rating for Union Pacific (UNP)
Positive Sentiment: Several reports say Union Pacific’s upcoming second-quarter results may show earnings growth and could potentially beat expectations, which is supporting pre-earnings buying. Union Pacific (UNP) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
Positive Sentiment: Union Pacific said it will report second-quarter 2026 earnings on July 23, giving investors a near-term catalyst to watch. Union Pacific Corporation Announces Second Quarter 2026 Earnings Release Date
Positive Sentiment: Rocky Mountain Steel Mills opened a new $1.2 billion rail mill and delivered the first stick of rail to Union Pacific, which may support future rail supply reliability. Union Pacific Receives First Stick of Long Rail as Rocky Mountain Steel Mills Opens New Rail Mill
Neutral Sentiment: Analysts have generally been constructive on Union Pacific recently, with several firms lifting targets, though this is mostly reinforcing existing sentiment rather than changing the story. Why Union Pacific (UNP) Stock Is Up Today
Negative Sentiment: J.P. Morgan recently downgraded Union Pacific to Hold, which could limit some upside even as broader sentiment remains positive. Union Pacific (UNP) Gets a Hold from J.P. Morgan

Union Pacific Stock Up 3.7%

Shares of Union Pacific stock opened at $299.11 on Friday. Union Pacific Corporation has a 1 year low of $210.84 and a 1 year high of $300.06. The company has a market cap of $177.59 billion, a P/E ratio of 24.64, a P/E/G ratio of 3.02 and a beta of 0.96. The company has a current ratio of 0.92, a quick ratio of 0.73 and a debt-to-equity ratio of 1.53. The stock has a 50-day moving average price of $271.19 and a 200 day moving average price of $255.68.

Union Pacific (NYSE:UNP – Get Free Report) last released its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, beating the consensus estimate of $2.86 by $0.07. The company had revenue of $6.22 billion for the quarter, compared to analysts’ expectations of $6.12 billion. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The business’s revenue for the quarter was up 3.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.70 EPS. As a group, analysts expect that Union Pacific Corporation will post 12.62 EPS for the current fiscal year.

Union Pacific Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 29th were issued a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Friday, May 29th. Union Pacific’s dividend payout ratio (DPR) is currently 45.47%.

Insider Buying and Selling

In related news, EVP Kenyatta G. Rocker sold 27,387 shares of the business’s stock in a transaction that occurred on 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 approximately $16,605,079.52. The trade was a 30.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Jennifer L. Hamann sold 2,000 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief financial officer owned 114,642 shares in the company, valued at approximately $31,492,157.40. This represents a 1.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 32,378 shares of company stock worth $8,781,595. 0.22% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several brokerages have commented on UNP. Evercore reiterated an “outperform” rating and issued a $294.00 target price on shares of Union Pacific in a report on Thursday, June 25th. Wells Fargo & Company boosted their price target on shares of Union Pacific from $300.00 to $315.00 and gave the company an “overweight” rating in a report on Wednesday, July 8th. BMO Capital Markets restated a “market perform” rating and issued a $285.00 price target (up from $278.00) on shares of Union Pacific in a research report on Friday, April 24th. Susquehanna raised their price objective on shares of Union Pacific from $305.00 to $333.00 and gave the stock a “positive” rating in a research note on Tuesday. Finally, Raymond James Financial reiterated a “strong-buy” rating on shares of Union Pacific in a research report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Union Pacific presently has an average rating of “Moderate Buy” and an average price target of $299.11.

View Our Latest Stock Analysis on Union Pacific

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.