Union Pacific Corporation $UNP Shares Sold by Equitable Holdings Inc.

Equitable Holdings Inc. lowered its position in Union Pacific Corporation (NYSE:UNP) by 15.3% in the second quarter, Holdings Channel.com reports. The firm owned 21,331 shares of the railroad operator’s stock after selling 3,860 shares during the quarter. Equitable Holdings Inc.’s holdings in Union Pacific were worth $5,802,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in UNP. Centaurus Financial Inc. raised its position in Union Pacific by 1.7% in the second quarter. Centaurus Financial Inc. now owns 3,799 shares of the railroad operator’s stock worth $1,033,000 after acquiring an additional 62 shares in the last quarter. Brasada Capital Management LP purchased a new stake in shares of Union Pacific during the 2nd quarter worth $203,000. MASTERINVEST Kapitalanlage GmbH boosted its position in shares of Union Pacific by 3.1% during the 2nd quarter. MASTERINVEST Kapitalanlage GmbH now owns 34,937 shares of the railroad operator’s stock worth $9,503,000 after purchasing an additional 1,047 shares in the last quarter. Fayez Sarofim & Co grew its stake in shares of Union Pacific by 5.2% during the 2nd quarter. Fayez Sarofim & Co now owns 772,772 shares of the railroad operator’s stock worth $210,194,000 after purchasing an additional 37,966 shares during the period. Finally, Proficio Capital Partners LLC acquired a new position in shares of Union Pacific during the 2nd quarter worth $716,000. Hedge funds and other institutional investors 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: Merger application advances: Union Pacific and Norfolk Southern urged the Surface Transportation Board (STB) to reject opponents’ preliminary challenges, arguing that their application satisfies the threshold for a full regulatory review. Progress toward review keeps potential network synergies and long-term growth benefits in focus. Union Pacific, Norfolk Southern defend rail merger application as STB review advances
• Positive Sentiment: Analyst endorsement: Erste Group Bank initiated coverage with a “buy” rating, adding a new bullish view on UNP’s valuation and outlook. Erste Group initiates coverage of Union Pacific
• Positive Sentiment: Dividend appeal: Union Pacific was highlighted as a railroad with a solid five-year dividend-growth record, supporting its appeal to income-oriented investors. Recent coverage also pointed to the dividend and second-quarter 2026 earnings as factors supporting the outlook. 2 Dividend-Paying Stocks From the Railroad Industry to Consider
• Neutral Sentiment: Investor-event watch: CEO Jim Vena and CFO Jennifer Hamann will participate in a Bernstein Research virtual fireside chat on September 1. Management commentary on merger timing, volumes, pricing, costs and rail efficiency could provide a near-term trading catalyst. Union Pacific CEO and CFO to Participate in Bernstein Fireside Chat
• Negative Sentiment: Execution and regulatory risks remain: Coverage described a fresh test for Union Pacific’s rail efficiency, while the merger still faces STB scrutiny and opposition. These issues may be limiting enthusiasm even as the companies argue the application merits full review. Union Pacific Faces a Fresh Test of Rail Efficiency

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. Wells Fargo & Company reiterated an “overweight” rating and set a $335.00 price target (up from $315.00) on shares of Union Pacific in a research report on Friday, July 24th. BMO Capital Markets restated a “market perform” rating and issued a $320.00 price target (up from $285.00) on shares of Union Pacific in a report on Friday, July 24th. UBS Group restated a “neutral” rating and issued a $310.00 price target (up from $286.00) on shares of Union Pacific in a report on Friday, July 24th. Evercore reaffirmed an “outperform” rating and issued a $294.00 price objective on shares of Union Pacific in a research note on Thursday, June 25th. Finally, Susquehanna lifted their price objective on Union Pacific from $305.00 to $333.00 and gave the stock a “positive” rating in a report on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $320.89.

Union Pacific Trading Down 1.0%

Shares of UNP opened at $307.45 on Friday. The stock has a fifty day moving average of $290.07 and a two-hundred day moving average of $269.54. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.82 and a current ratio of 0.99. The company has a market capitalization of $182.65 billion, a PE ratio of 24.89, a price-to-earnings-growth ratio of 3.17 and a beta of 0.96. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $315.99.

Union Pacific (NYSE:UNP) last released its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.26 by $0.15. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The business had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 billion. During the same period last year, the company earned $3.03 earnings per share. The company’s quarterly revenue was up 11.5% on a year-over-year basis. As a group, analysts forecast that Union Pacific Corporation will post 12.93 EPS for the current year.

Union Pacific Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Monday, August 31st will be given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend is Monday, August 31st. This is a positive change from Union Pacific’s previous quarterly dividend of $1.38. Union Pacific’s dividend payout ratio is currently 45.99%.

Insider Transactions at Union Pacific

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was 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 $11,353,447.52. This represents a 6.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.22% of the stock is owned by corporate insiders.

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.