New York State Teachers Retirement System Has $103.64 Million Stock Position in Union Pacific Corporation $UNP

New York State Teachers Retirement System lowered its position in shares of Union Pacific Corporation (NYSE:UNP) by 1.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 448,048 shares of the railroad operator’s stock after selling 8,594 shares during the quarter. New York State Teachers Retirement System’s holdings in Union Pacific were worth $103,642,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in UNP. Vanguard Group Inc. lifted its position in Union Pacific by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 59,329,262 shares of the railroad operator’s stock valued at $13,724,045,000 after purchasing an additional 659,378 shares during the period. Capital World Investors boosted its stake in shares of Union Pacific by 193.3% in the 3rd quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock valued at $2,477,404,000 after purchasing an additional 6,908,016 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of Union Pacific by 72.7% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock worth $2,169,168,000 after buying an additional 3,861,636 shares during the period. Capital Research Global Investors raised its stake in shares of Union Pacific by 95.0% during the third quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock worth $2,059,538,000 after buying an additional 4,244,226 shares during the last quarter. Finally, Franklin Resources Inc. raised its stake in shares of Union Pacific by 18.9% during the third quarter. Franklin Resources Inc. now owns 7,164,334 shares of the railroad operator’s stock worth $1,693,434,000 after buying an additional 1,139,926 shares during the last quarter. Institutional investors and hedge funds 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: The companies refiled an amended merger application with the Surface Transportation Board that adds traffic data from all Class I railroads and clarifies metrics regulators requested — a procedural step that keeps the deal moving forward and reduces near-term filing uncertainty. UP, NS refile merger applications with STB
• Positive Sentiment: Union Pacific and Norfolk Southern’s amended filing projects roughly $3.5 billion in annual shipper savings and frames the transaction as creating a transcontinental railroad — messaging that supports the strategic rationale and potential long?term revenue/cost synergies if approved. Creating America’s First Transcontinental Railroad: Amended STB Merger Application
• Positive Sentiment: Analysts and investors are also upbeat after UNP’s Q1 beat and subsequent price?target upgrades from firms including Citi, Raymond James and Barclays — these help underpin the stock’s move as sell?side support raises upside expectations. Is Union Pacific (UNP) the Best Harvard University Stock Pick?
• Neutral Sentiment: The WSJ and other outlets note the revised filing states the merged railroad would hold about a 39–40% U.S. market share — a factual update investors will use to reassess concentration risk and potential STB scrutiny. Union Pacific, Norfolk Southern Refile Rail-Merger Application
• Neutral Sentiment: Industry forums and STB engagement (e.g., upcoming symposiums) signal the review process will be high?profile and drawn out; that raises timeline uncertainty but also transparency on regulatory expectations. STB chairman, industry leaders to headline Future of Rail Symposium
• Negative Sentiment: Canadian National (CNI) publicly says the amended application still fails to address competitive harms and argues remedies are inadequate — a credible challenger that increases the chance regulators will require stronger conditions or block aspects of the deal. CN Says Union Pacific-Norfolk Southern Merger Fails To Address Competitive Harms
• Negative Sentiment: Rival railroads, unions and newly formed anti?merger groups have organized to oppose the transaction — coordinated external opposition raises legal/regulatory risk and could prolong or materially alter deal terms. Rails rivals, unions unite to block the Norfolk Southern-Union Pacific merger
• Negative Sentiment: Recent insider selling (including the CFO’s sale disclosed April 24) may concern some investors about timing of liquidity or tax planning, adding a modest near?term negative signal. Union Pacific (NYSE:UNP) CFO Sells $549,400.00 in Stock

Insider Buying and Selling

In related news, EVP Kenyatta G. Rocker sold 27,387 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $271.76, for a total transaction of $7,442,691.12. Following the sale, the executive vice president owned 61,102 shares of the company’s stock, valued at approximately $16,605,079.52. This trade represents a 30.95% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Jennifer L. Hamann sold 2,000 shares of Union Pacific stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $274.70, for a total value of $549,400.00. Following 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 31,386 shares of company stock valued at $8,461,716. 0.22% of the stock is owned by company insiders.

Union Pacific Stock Up 1.9%

Union Pacific stock opened at $269.81 on Friday. The firm has a market capitalization of $160.19 billion, a price-to-earnings ratio of 22.22, a PEG ratio of 2.81 and a beta of 0.96. The company’s 50 day simple moving average is $252.18 and its 200 day simple moving average is $239.33. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.92 and a quick ratio of 0.73. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $274.79.

Union Pacific (NYSE:UNP) last issued its 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. The firm had revenue of $6.22 billion during the quarter, compared to the consensus estimate of $6.12 billion. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. The business’s quarterly revenue was up 3.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.70 earnings per share. As a group, sell-side analysts anticipate that Union Pacific Corporation will post 12.53 EPS for the current year.

Union Pacific Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, February 27th were given a $1.38 dividend. The ex-dividend date was Friday, February 27th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.0%. Union Pacific’s dividend payout ratio is currently 45.47%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on UNP shares. Sanford C. Bernstein raised their price objective on shares of Union Pacific from $289.00 to $293.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Weiss Ratings upgraded shares of Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, April 21st. TD Cowen increased their price target on Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a research note on Friday, April 24th. The Goldman Sachs Group restated a “neutral” rating and issued a $267.00 price target on shares of Union Pacific in a research report on Tuesday, January 27th. Finally, Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $279.55.

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.