Gerald Baker Financial Group LLC Makes New Investment in Union Pacific Corporation $UNP

Gerald Baker Financial Group LLC purchased a new stake in Union Pacific Corporation (NYSE:UNP) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 6,040 shares of the railroad operator’s stock, valued at approximately $1,377,000.

A number of other hedge funds also recently made changes to their positions in UNP. Key Financial Inc grew its holdings in Union Pacific by 2.1% in the 1st quarter. Key Financial Inc now owns 1,821 shares of the railroad operator’s stock worth $442,000 after buying an additional 38 shares in the last quarter. Members Trust Co raised its stake in Union Pacific by 2.5% during the 1st quarter. Members Trust Co now owns 1,573 shares of the railroad operator’s stock valued at $382,000 after acquiring an additional 38 shares in the last quarter. EJMK Ventures LLC raised its stake in Union Pacific by 4.0% during the 1st quarter. EJMK Ventures LLC now owns 1,016 shares of the railroad operator’s stock valued at $247,000 after acquiring an additional 39 shares in the last quarter. Rehmann Capital Advisory Group boosted its position in Union Pacific by 0.6% during the 4th quarter. Rehmann Capital Advisory Group now owns 6,637 shares of the railroad operator’s stock worth $1,535,000 after acquiring an additional 42 shares during the period. Finally, Fairvoy Private Wealth LLC boosted its position in Union Pacific by 3.8% during the 1st quarter. Fairvoy Private Wealth LLC now owns 1,156 shares of the railroad operator’s stock worth $280,000 after acquiring an additional 42 shares during the period. Institutional investors own 80.38% of the company’s stock.

Union Pacific Stock Up 3.7%

UNP stock opened at $299.11 on Friday. Union Pacific Corporation has a 12 month low of $210.84 and a 12 month high of $300.06. The firm has a market cap of $177.59 billion, a PE ratio of 24.64, a P/E/G ratio of 3.02 and a beta of 0.96. The firm has a 50 day simple moving average of $271.19 and a 200 day simple moving average of $255.68. 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 (NYSE:UNP) last posted its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.86 by $0.07. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The company had revenue of $6.22 billion for the quarter, compared to analysts’ expectations of $6.12 billion. During the same quarter in the prior year, the company earned $2.70 earnings per share. The firm’s revenue was up 3.2% on a year-over-year basis. Equities research analysts forecast that Union Pacific Corporation will post 12.62 earnings per share for the current fiscal year.

Union Pacific Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 29th were given a $1.38 dividend. The ex-dividend date was Friday, May 29th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.8%. Union Pacific’s dividend payout ratio (DPR) is 45.47%.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Wells Fargo & Company raised their price target on Union Pacific from $300.00 to $315.00 and gave the company an “overweight” rating in a report on Wednesday, July 8th. Weiss Ratings lowered shares of Union Pacific from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. Susquehanna raised their target price on shares of Union Pacific from $305.00 to $333.00 and gave the company a “positive” rating in a research note on Tuesday. Stephens raised shares of Union Pacific to a “strong-buy” rating in a research note on Wednesday, July 8th. Finally, UBS Group restated a “neutral” rating and set a $274.00 price target (up from $253.00) on shares of Union Pacific in a research report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $299.11.

Insider Activity at Union Pacific

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 transaction, the executive vice president owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. This trade represents a 6.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the business’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $271.76, for a total value of $7,442,691.12. Following the sale, the executive vice president owned 61,102 shares in the company, valued at approximately $16,605,079.52. The trade was a 30.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 32,378 shares of company stock worth $8,781,595 in the last quarter. 0.22% of the stock is owned by company insiders.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: Citizens initiated coverage of Union Pacific as a transportation top pick and set a $350 price target, adding to the bullish analyst backdrop. Citizens launches transportation coverage, names FedEx a top large-cap pick
• Positive Sentiment: Wells Fargo reiterated its Buy rating on Union Pacific, reinforcing investor confidence ahead of next week’s earnings report. Wells Fargo Sticks to Their Buy Rating for Union Pacific (UNP)
• Positive Sentiment: Several reports say Union Pacific’s upcoming second-quarter results may show earnings growth and could potentially beat expectations, which is supporting pre-earnings buying. Union Pacific (UNP) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Union Pacific said it will report second-quarter 2026 earnings on July 23, giving investors a near-term catalyst to watch. Union Pacific Corporation Announces Second Quarter 2026 Earnings Release Date
• Positive Sentiment: Rocky Mountain Steel Mills opened a new $1.2 billion rail mill and delivered the first stick of rail to Union Pacific, which may support future rail supply reliability. Union Pacific Receives First Stick of Long Rail as Rocky Mountain Steel Mills Opens New Rail Mill
• Neutral Sentiment: Analysts have generally been constructive on Union Pacific recently, with several firms lifting targets, though this is mostly reinforcing existing sentiment rather than changing the story. Why Union Pacific (UNP) Stock Is Up Today
• Negative Sentiment: J.P. Morgan recently downgraded Union Pacific to Hold, which could limit some upside even as broader sentiment remains positive. Union Pacific (UNP) Gets a Hold from J.P. Morgan

Union Pacific 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.