UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Decreases Holdings in Union Pacific Corporation $UNP

Posted by Geri Gentry on Aug 30th, 2026

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed its holdings in Union Pacific Corporation (NYSE:UNP – Free Report) by 2.3% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 5,064,015 shares of the railroad operator’s stock after selling 119,482 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 0.85% of Union Pacific worth $1,377,412,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Cambient Family Office LLC bought a new stake in Union Pacific during the 4th quarter valued at $1,319,000. First National Bank of Omaha boosted its position in Union Pacific by 35.8% during the 4th quarter. First National Bank of Omaha now owns 54,635 shares of the railroad operator’s stock valued at $12,665,000 after buying an additional 14,399 shares during the period. North Dakota State Investment Board bought a new stake in Union Pacific in the 4th quarter worth $4,746,000. Sage Investment Advisers LLC bought a new stake in Union Pacific in the 4th quarter worth $997,000. Finally, Truist Financial Corp increased its position in shares of Union Pacific by 3.1% in the fourth quarter. Truist Financial Corp now owns 1,016,071 shares of the railroad operator’s stock valued at $235,038,000 after acquiring an additional 30,079 shares during the period. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Insider Activity at Union Pacific

In other news, EVP Eric J. Gehringer sold 2,991 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the sale, the executive vice president owned 43,012 shares in the company, valued at approximately $11,353,447.52. The trade was a 6.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.22% of the company’s stock.

Union Pacific Trading Up 0.0%

UNP opened at $307.82 on Friday. The stock has a market cap of $182.87 billion, a PE ratio of 24.92, a PEG ratio of 3.12 and a beta of 0.96. The company has a quick ratio of 0.82, a current ratio of 0.99 and a debt-to-equity ratio of 1.40. The business has a 50 day moving average of $291.07 and a 200-day moving average of $269.81. Union Pacific Corporation has a 52 week low of $210.84 and a 52 week high of $315.99.

Union Pacific (NYSE:UNP – Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, beating the consensus estimate of $3.26 by $0.15. The company had revenue of $6.86 billion for the quarter, compared to analyst estimates of $6.72 billion. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The firm’s revenue was up 11.5% on a year-over-year basis. During the same period in the previous year, the company posted $3.03 earnings per share. Equities research analysts predict that Union Pacific Corporation will post 13.01 earnings per share for the current fiscal year.

Union Pacific Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Monday, August 31st will be given a dividend of $1.42 per share. This is an increase from Union Pacific’s previous quarterly dividend of $1.38. This represents a $5.68 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Monday, August 31st. Union Pacific’s payout ratio is 44.70%.

More Union Pacific News

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

Positive Sentiment: New analyst coverage adds support: Erste Group Bank AG initiated coverage of Union Pacific with a “buy” rating, signaling confidence in the railroad’s valuation and outlook. Erste Group Bank coverage
Positive Sentiment: Dividend and earnings backdrop remains favorable: Union Pacific is being highlighted as a dividend-growth railroad, and recent quarterly results showed earnings and revenue above analyst expectations, with revenue up year over year. These factors reinforce the company’s appeal to income and quality-focused investors. Dividend-paying railroad stocks
Neutral Sentiment: Merger application advances: Union Pacific and Norfolk Southern submitted expanded customer protections to the Surface Transportation Board, including broader eligibility for committed gateway pricing. The proposed terms could improve the prospects for approval of the first single-line transcontinental railroad network, although the transaction remains subject to a lengthy regulatory review. Union Pacific and Norfolk Southern merger protections
Neutral Sentiment: Management will address investors: CEO Jim Vena and CFO Jennifer Hamann are scheduled to participate in a Bernstein Research fireside chat on September 1. Investors may look for updates on merger strategy, rail efficiency and operating trends. Union Pacific Bernstein fireside chat
Negative Sentiment: Regulatory and efficiency risks remain: The companies continue defending the merger against opponents’ challenges, while new analysis describes Union Pacific as facing a fresh test of rail efficiency. Any tougher STB scrutiny or evidence of operational weaknesses could temper merger-driven optimism. Merger application regulatory review

Analysts Set New Price Targets

Several brokerages have recently commented on UNP. TD Cowen reaffirmed a “buy” rating and set a $325.00 price objective (up from $282.00) on shares of Union Pacific in a research note on Friday, July 24th. Wells Fargo & Company reissued an “overweight” rating and issued a $335.00 target price (up from $315.00) on shares of Union Pacific in a research note on Friday, July 24th. BMO Capital Markets restated a “market perform” rating and set a $320.00 price target (up from $285.00) on shares of Union Pacific in a report on Friday, July 24th. Erste Group Bank started coverage on Union Pacific in a research report on Thursday. They set a “buy” rating for the company. Finally, Benchmark increased their price objective on Union Pacific from $325.00 to $335.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, Union Pacific presently has a consensus rating of “Moderate Buy” and an average target price of $320.89.

Get Our Latest Report on UNP

Union Pacific 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.