Summit Global Investments Has $4.50 Million Stock Position in Union Pacific Corporation $UNP

Summit Global Investments reduced its holdings in Union Pacific Corporation (NYSE:UNP) by 63.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,048 shares of the railroad operator’s stock after selling 32,934 shares during the period. Summit Global Investments’ holdings in Union Pacific were worth $4,502,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Acadian Asset Management LLC grew its position in Union Pacific by 40.4% during the first 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 in the last quarter. PFG Investments LLC lifted its position in Union Pacific by 3.5% in the 2nd quarter. PFG Investments LLC now owns 9,056 shares of the railroad operator’s stock worth $2,084,000 after buying an additional 308 shares in the last quarter. SOA Wealth Advisors LLC. boosted its stake in shares of Union Pacific by 32.9% during the 2nd quarter. SOA Wealth Advisors LLC. now owns 9,589 shares of the railroad operator’s stock valued at $2,206,000 after buying an additional 2,376 shares during the period. Pure Financial Advisors LLC acquired a new stake in shares of Union Pacific during the 2nd quarter valued at $660,000. Finally, Naples Global Advisors LLC grew its holdings in shares of Union Pacific by 1.2% during the 2nd quarter. Naples Global Advisors LLC now owns 9,884 shares of the railroad operator’s stock valued at $2,274,000 after acquiring an additional 116 shares in the last quarter. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on UNP shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Union Pacific in a report on Wednesday, January 21st. TD Cowen dropped their target price on Union Pacific from $257.00 to $255.00 and set a “buy” rating on the stock in a research report on Wednesday. UBS Group set a $253.00 price target on Union Pacific and gave the stock a “neutral” rating in a research note on Friday, October 3rd. BMO Capital Markets set a $255.00 price target on Union Pacific in a report on Wednesday, January 7th. Finally, Deutsche Bank Aktiengesellschaft set a $245.00 price objective on Union Pacific in a report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $258.32.

Union Pacific Stock Up 2.5%

Shares of UNP stock opened at $233.51 on Friday. The stock’s 50 day simple moving average is $232.04 and its 200 day simple moving average is $226.80. Union Pacific Corporation has a twelve month low of $204.66 and a twelve month high of $253.20. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.60 and a current ratio of 0.91. The company has a market capitalization of $138.51 billion, a price-to-earnings ratio of 19.51, a PEG ratio of 2.62 and a beta of 0.99.

Union Pacific (NYSE:UNP) last announced its earnings results on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). Union Pacific had a return on equity of 40.89% and a net margin of 29.12%.The company had revenue of $6.09 billion for the quarter, compared to the consensus estimate of $6.15 billion. During the same period in the previous year, the company earned $2.91 EPS. The firm’s revenue for the quarter was down .6% compared to the same quarter last year. As a group, research analysts predict that Union Pacific Corporation will post 11.99 EPS for the current year.

Union Pacific Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 30th. Investors of record on Friday, December 5th were issued a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Friday, December 5th. Union Pacific’s dividend payout ratio is currently 46.12%.

Union Pacific News Summary

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

• Positive Sentiment: RBC Capital initiated/issued a Buy on UNP, adding near?term analyst support that can lift investor demand. Union Pacific (UNP) Gets a Buy from RBC Capital
• Positive Sentiment: Stephens also put a Buy on UNP, reinforcing the positive analyst flow that helps explain upward price pressure. Union Pacific (UNP) Receives a Buy from Stephens
• Positive Sentiment: TD Cowen reiterated a Buy on UNP (PT ~$255), providing additional dealer-level conviction despite a small PT trim. Union Pacific: Solid Execution, Regulatory Readiness, and Commodity Tailwinds Support Buy Rating
• Positive Sentiment: Dividend strengths are being highlighted by coverage arguing UNP is an attractive income stock, which can support demand from yield?focused investors. This is Why Union Pacific (UNP) is a Great Dividend Stock
• Neutral Sentiment: JPMorgan trimmed its price target to $265 and moved to Neutral — a modest downgrade in upside expectation that still leaves room above current levels but tempers enthusiasm. Benzinga
• Neutral Sentiment: BMO kept a Market Perform (Hold) stance, citing solid execution but macro and regulatory uncertainty — a reminder that tailwinds are offset by risk. Union Pacific: Solid Execution and Free Cash Flow Offset by Macro and Regulatory Uncertainty
• Neutral Sentiment: Earnings call coverage shows record net income in Q4 but revenue and margins faced pressure — this explains why investors are cautious even as the headline profit number supports the stock. Union Pacific Corp (UNP) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Deep-dive reporting flags margin pressures and merger/regulatory uncertainty as defining issues for the quarter — items that could cap upside or increase volatility. UNP Q4 deep dive: Margin pressures and merger uncertainty define the quarter

Union Pacific 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.