Pinnacle Associates Ltd. Has $11.17 Million Stock Position in Union Pacific Corporation $UNP

Pinnacle Associates Ltd. lifted its stake in Union Pacific Corporation (NYSE:UNP) by 7.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 48,287 shares of the railroad operator’s stock after purchasing an additional 3,316 shares during the period. Pinnacle Associates Ltd.’s holdings in Union Pacific were worth $11,170,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in UNP. Rachor Investment Advisory Services LLC acquired a new position in Union Pacific in the fourth quarter valued at about $25,000. High Point Wealth Management LLC acquired a new stake in shares of Union Pacific in the 4th quarter valued at approximately $26,000. Caitlin John LLC bought a new position in Union Pacific during the 3rd quarter worth approximately $27,000. Saranac Partners Ltd bought a new position in Union Pacific during the 3rd quarter worth approximately $27,000. Finally, Stephens Consulting LLC grew its holdings in Union Pacific by 48.4% during the fourth quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator’s stock valued at $31,000 after purchasing an additional 44 shares during the period. 80.38% of the stock is owned by institutional investors and hedge funds.

Union Pacific Trading Up 1.7%

UNP opened at $269.06 on Friday. The stock has a market capitalization of $159.74 billion, a P/E ratio of 22.16, a P/E/G ratio of 2.81 and a beta of 0.99. The company has a current ratio of 0.92, a quick ratio of 0.73 and a debt-to-equity ratio of 1.53. Union Pacific Corporation has a 12 month low of $210.84 and a 12 month high of $274.79. The firm’s fifty day simple moving average is $252.20 and its 200 day simple moving average is $241.86.

Union Pacific (NYSE:UNP) last released 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. The firm had revenue of $6.22 billion for the quarter, compared to the consensus estimate of $6.12 billion. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The company’s revenue for the quarter was up 3.2% on a year-over-year basis. During the same quarter last year, the business posted $2.70 EPS. As a group, research analysts anticipate that Union Pacific Corporation will post 12.53 EPS for the current fiscal year.

Insider Activity at Union Pacific

In other news, EVP Kenyatta G. Rocker sold 27,387 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $271.76, for a total transaction of $7,442,691.12. Following the completion of the transaction, the executive vice president directly owned 61,102 shares of the company’s stock, valued at $16,605,079.52. This trade represents a 30.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Eric J. Gehringer sold 1,999 shares of Union Pacific stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $234.93, for a total transaction of $469,625.07. 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 insiders.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Union Pacific declared a quarterly dividend of $1.38 per share, signaling continued cash generation and a shareholder-friendly capital return policy. Union Pacific Corporation Declares Second Quarter 2026 Dividend
• Positive Sentiment: Bernstein reaffirmed its Buy rating on Union Pacific, which can help support sentiment around the stock. Bernstein Sticks to Its Buy Rating for Union Pacific (UNP)
• Positive Sentiment: Union Pacific executives are scheduled to speak at upcoming investor conferences, keeping the company visible to the market and giving management another venue to discuss strategy and outlook. Union Pacific Corporation CEO Jim Vena to Address the RBC Canadian Industrials Conference
• Neutral Sentiment: Coverage highlighting Union Pacific as one of the railroad names likely to stand out in a challenged industry is supportive, but the broader backdrop still includes high fuel costs, tariff tensions, and supply-chain disruptions. 3 Railroad Stocks to Watch From the Challenging Industry
• Neutral Sentiment: A separate industry outlook from Zacks made a similar point, but it mainly frames UNP as relatively resilient rather than pointing to a specific near-term earnings catalyst. 3 Railroad Stocks to Watch From the Challenging Industry
• Neutral Sentiment: Union Pacific and Norfolk Southern defended their revised merger application as “comprehensive and complete,” which keeps merger speculation in focus but does not yet change fundamentals on its own. UP-NS say revised merger application is ‘comprehensive and complete’

Wall Street Analysts Forecast Growth

UNP has been the topic of a number of recent analyst reports. Evercore reissued an “outperform” rating and set a $277.00 price target on shares of Union Pacific in a research report on Friday, April 24th. Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. Citigroup reissued a “buy” rating and issued a $307.00 target price (up from $285.00) on shares of Union Pacific in a research note on Friday, April 24th. BMO Capital Markets restated a “market perform” rating and issued a $285.00 price target (up from $278.00) on shares of Union Pacific in a report on Friday, April 24th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $300.00 price target (up from $260.00) on shares of Union Pacific in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, Union Pacific currently has a consensus rating of “Moderate Buy” and a consensus target price of $279.55.

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.