First Trust Advisors LP reduced its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 40.1% during the first quarter, HoldingsChannel.com reports. The firm owned 587,719 shares of the railroad operator’s stock after selling 393,111 shares during the period. First Trust Advisors LP’s holdings in Union Pacific were worth $142,592,000 at the end of the most recent quarter.
Several other institutional investors have also added to or reduced their stakes in UNP. Rachor Investment Advisory Services LLC bought a new stake in shares of Union Pacific during the 4th quarter worth approximately $25,000. Tucker Asset Management LLC purchased a new position in Union Pacific during the 4th quarter valued at $25,000. SWAN Capital LLC grew its position in Union Pacific by 2,575.0% in the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after acquiring an additional 103 shares during the last quarter. High Point Wealth Management LLC bought a new position in Union Pacific in the 4th quarter valued at $26,000. Finally, Cornerstone Financial Management LLC purchased a new stake in Union Pacific in the fourth quarter worth $27,000. Institutional investors own 80.38% of the company’s stock.
Insider Buying and Selling
In related news, EVP Eric J. Gehringer sold 2,991 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 43,012 shares of the company’s stock, valued at $11,353,447.52. This represents a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.22% of the stock is owned by insiders.
Key Union Pacific News
- Positive Sentiment: Union Pacific beat Q2 earnings and revenue estimates, signaling improving railroad fundamentals and better-than-expected operating performance.
- Positive Sentiment: Management highlighted efficiency gains, stronger volumes, and pricing power, which supports the case for continued profit growth. Union Pacific Reports Second Quarter 2026 Results
- Positive Sentiment: Bank of America raised its price target on UNP from $301 to $334 and reiterated a buy rating, reinforcing bullish analyst sentiment.
- Positive Sentiment: Union Pacific and CN reached a settlement tied to the proposed Norfolk Southern deal, reducing one layer of regulatory friction and improving the merger’s strategic outlook.
Union Pacific Trading Up 4.0%
NYSE:UNP opened at $304.28 on Friday. Union Pacific Corporation has a one year low of $210.84 and a one year high of $315.99. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.73 and a current ratio of 0.92. The firm has a market cap of $180.65 billion, a P/E ratio of 25.06, a P/E/G ratio of 3.06 and a beta of 0.96. The firm has a 50-day simple moving average of $274.38 and a 200-day simple moving average of $257.97.
Union Pacific (NYSE:UNP – Get Free Report) last announced its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.25 by $0.16. The business had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 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 11.5% on a year-over-year basis. During the same quarter last year, the firm earned $3.03 EPS. Equities analysts anticipate that Union Pacific Corporation will post 12.62 EPS for the current fiscal year.
Union Pacific Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 29th were paid 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 payout ratio is 45.47%.
Analyst Ratings Changes
UNP has been the subject of several research analyst reports. UBS Group reiterated a “neutral” rating and set a $274.00 target price (up from $253.00) on shares of Union Pacific in a research report on Friday, April 24th. The Goldman Sachs Group set a $317.00 price target on shares of Union Pacific and gave the stock a “neutral” rating in a report on Thursday. Benchmark reaffirmed a “buy” rating and issued a $325.00 price target (up from $300.00) on shares of Union Pacific in a research note on Wednesday, July 15th. Citigroup assumed coverage on shares of Union Pacific in a report on Wednesday, July 15th. They set an “outperform” rating for the company. Finally, Weiss Ratings cut shares of Union Pacific from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $303.35.
View Our Latest Analysis on UNP
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.
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