Gateway Wealth Partners LLC Invests $620,000 in Union Pacific Corporation $UNP

Gateway Wealth Partners LLC bought a new position in shares of Union Pacific Corporation (NYSE:UNP) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 2,557 shares of the railroad operator’s stock, valued at approximately $620,000.

Other large investors have also recently bought and sold shares of the company. OMERS ADMINISTRATION Corp boosted its holdings in shares of Union Pacific by 0.9% in the 1st quarter. OMERS ADMINISTRATION Corp now owns 716,766 shares of the railroad operator’s stock valued at $173,902,000 after acquiring an additional 6,287 shares during the last quarter. Lombard Odier Asset Management Switzerland SA raised its holdings in shares of Union Pacific by 10.2% during the first quarter. Lombard Odier Asset Management Switzerland SA now owns 25,902 shares of the railroad operator’s stock worth $6,284,000 after purchasing an additional 2,400 shares during the last quarter. Aristotle Atlantic Partners LLC raised its holdings in shares of Union Pacific by 5.0% during the first quarter. Aristotle Atlantic Partners LLC now owns 93,150 shares of the railroad operator’s stock worth $22,600,000 after purchasing an additional 4,400 shares during the last quarter. Waverly Advisors LLC raised its holdings in shares of Union Pacific by 13.8% during the first quarter. Waverly Advisors LLC now owns 108,059 shares of the railroad operator’s stock worth $26,217,000 after purchasing an additional 13,093 shares during the last quarter. Finally, Wealth Alliance LLC lifted its position in Union Pacific by 6.1% during the first quarter. Wealth Alliance LLC now owns 3,775 shares of the railroad operator’s stock valued at $916,000 after purchasing an additional 216 shares during the period. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on UNP shares. Benchmark increased their price target on Union Pacific from $325.00 to $335.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Wells Fargo & Company reissued an “overweight” rating and issued a $335.00 price objective (up from $315.00) on shares of Union Pacific in a report on Friday, July 24th. Susquehanna upped their target price on Union Pacific from $305.00 to $333.00 and gave the stock a “positive” rating in a research note on Tuesday, July 14th. Stephens raised Union Pacific to a “strong-buy” rating in a report on Wednesday, July 8th. Finally, BMO Capital Markets reaffirmed a “market perform” rating and set a $320.00 target price (up from $285.00) on shares of Union Pacific in a report on Friday, July 24th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Union Pacific has a consensus rating of “Moderate Buy” and a consensus price target of $320.89.

Trending Headlines about Union Pacific

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

• Positive Sentiment: Union Pacific increased its quarterly dividend by 3% to $1.42 per share, payable September 30 to shareholders of record August 31. The company has now paid common-stock dividends for 127 consecutive years, reinforcing its shareholder-return profile. Union Pacific Corporation Announces 3% Dividend Increase for Third Quarter 2026
• Positive Sentiment: Recent coverage highlights Union Pacific’s earnings beat, improving rail volumes and continued merger momentum. The company’s latest reported quarter included adjusted earnings of $3.41 per share versus a $3.26 estimate, with revenue up 11.5% year over year to $6.86 billion.
• Positive Sentiment: Hedge-fund preference for Union Pacific over Canadian Pacific, along with Bernstein maintaining a Buy rating and Baird raising its price target to $344, supports the bullish view that the railroad’s earnings outlook and proposed Norfolk Southern combination could create substantial long-term value. Hedge Funds Favor Union Pacific Over Canadian Pacific
• Neutral Sentiment: Union Pacific and Norfolk Southern executives say recent additions to their merger application address competition concerns and would improve service, lower costs and shift freight from trucks to rail. Approval remains uncertain, making the deal a potentially significant but unresolved catalyst. CEOs of UP and NS Discuss Rail Merger Filing
• Negative Sentiment: BNSF’s CEO continues to argue that Union Pacific’s proposed approximately $85 billion merger with Norfolk Southern would be anticompetitive and could increase transcontinental rates and prices. The criticism underscores the regulatory and political obstacles that may be pressuring the stock today. BNSF CEO Assails New Rail Merger Filing
• Negative Sentiment: At roughly 23 times earnings and near its one-year high, Union Pacific’s valuation leaves less room for disappointment. Investors may be taking profits while awaiting clearer evidence that the merger can overcome opposition and secure regulatory approval.

Insiders Place Their Bets

In related news, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total value of $789,504.36. Following the sale, the executive vice president directly owned 43,012 shares in the company, valued at approximately $11,353,447.52. The trade was a 6.50% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.22% of the company’s stock.

Union Pacific Stock Performance

NYSE:UNP opened at $289.15 on Friday. 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 stock has a market capitalization of $171.78 billion, a PE ratio of 23.41, a P/E/G ratio of 2.99 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. The company has a fifty day moving average of $277.08 and a two-hundred day moving average of $260.33.

Union Pacific (NYSE:UNP) 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 $3.26 by $0.15. The business had revenue of $6.86 billion for the quarter, compared to analyst estimates of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The company’s revenue for the quarter was up 11.5% compared to the same quarter last year. During the same quarter last year, the business earned $3.03 earnings per share. As a group, research analysts forecast that Union Pacific Corporation will post 12.9 earnings per share for the current fiscal year.

Union Pacific Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, August 31st will be paid a $1.42 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. This is a boost from Union Pacific’s previous quarterly dividend of $1.38. Union Pacific’s dividend payout ratio is 44.70%.

About Union Pacific

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.