TD Waterhouse Canada Inc. Sells 12,680 Shares of Union Pacific Corporation $UNP

TD Waterhouse Canada Inc. lowered its position in Union Pacific Corporation (NYSE:UNP) by 11.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 98,968 shares of the railroad operator’s stock after selling 12,680 shares during the period. TD Waterhouse Canada Inc.’s holdings in Union Pacific were worth $23,260,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in UNP. Howard Hughes Medical Institute purchased a new stake in Union Pacific in the second quarter worth $30,000. Total Investment Management Inc. purchased a new position in Union Pacific during the second quarter valued at $31,000. Financial Gravity Companies Inc. bought a new stake in shares of Union Pacific during the 2nd quarter valued at $31,000. Access Investment Management LLC purchased a new stake in shares of Union Pacific in the 2nd quarter worth about $32,000. Finally, Sagard Holdings Management Inc. bought a new position in shares of Union Pacific in the 2nd quarter worth about $33,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Union Pacific Stock Up 2.5%

Union Pacific stock opened at $233.51 on Friday. Union Pacific Corporation has a 12 month low of $204.66 and a 12 month high of $253.20. The stock has a fifty day simple moving average of $232.04 and a two-hundred day simple moving average of $226.80. The company has a current ratio of 0.91, a quick ratio of 0.60 and a debt-to-equity ratio of 1.64. The firm has a market cap 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 quarterly 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 net margin of 29.12% and a return on equity of 40.89%. The business 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 earnings per share. The company’s revenue for the quarter was down .6% compared to the same quarter last year. Equities analysts predict that Union Pacific Corporation will post 11.99 EPS for the current fiscal year.

Union Pacific Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 30th. Stockholders of record on Friday, December 5th were paid a $1.38 dividend. The ex-dividend date was Friday, December 5th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.4%. Union Pacific’s payout ratio is currently 46.12%.

Trending Headlines about Union Pacific

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

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. The Goldman Sachs Group reissued a “neutral” rating and set a $267.00 price objective on shares of Union Pacific in a research note on Tuesday. BMO Capital Markets set a $255.00 target price on shares of Union Pacific in a report on Wednesday, January 7th. Weiss Ratings restated a “hold (c+)” rating on shares of Union Pacific in a research note on Wednesday, January 21st. JPMorgan Chase & Co. lowered their price objective on Union Pacific from $270.00 to $265.00 and set a “neutral” rating for the company in a research note on Wednesday. Finally, Deutsche Bank Aktiengesellschaft set a $245.00 target price 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 stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $258.32.

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.