Strs Ohio Trims Stock Holdings in Union Pacific Corporation $UNP

Posted by John Perry on Jul 4th, 2026

Strs Ohio reduced its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 4.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 163,426 shares of the railroad operator’s stock after selling 7,899 shares during the quarter. Strs Ohio’s holdings in Union Pacific were worth $39,650,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Tucker Asset Management LLC bought a new position in shares of Union Pacific in the fourth quarter worth $25,000. SWAN Capital LLC lifted its holdings in shares of Union Pacific by 2,575.0% in the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after buying an additional 103 shares in the last quarter. Rachor Investment Advisory Services LLC bought a new stake in Union Pacific during the fourth quarter valued at $25,000. Saranac Partners Ltd purchased a new position in Union Pacific during the third quarter worth about $27,000. Finally, High Point Wealth Management LLC bought a new position in shares of Union Pacific in the fourth quarter worth approximately $26,000. Institutional investors own 80.38% of the company’s stock.

Union Pacific Stock Up 0.1%

Shares of NYSE UNP opened at $282.50 on Friday. 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 $282.80. The firm has a market capitalization of $167.73 billion, a PE ratio of 23.27, a price-to-earnings-growth ratio of 2.97 and a beta of 0.96. The firm has a fifty day simple moving average of $267.68 and a two-hundred day simple moving average of $252.28.

Union Pacific (NYSE:UNP – Get Free Report) last announced its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, beating analysts’ consensus estimates of $2.86 by $0.07. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. The firm had revenue of $6.22 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same quarter in the previous year, the firm posted $2.70 EPS. The company’s revenue for the quarter was up 3.2% compared to the same quarter last year. Equities analysts expect that Union Pacific Corporation will post 12.55 earnings per share for the current year.

Union Pacific Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Friday, May 29th. Union Pacific’s payout ratio is presently 45.47%.

Analysts Set New Price Targets

UNP has been the subject of several research analyst reports. Sanford C. Bernstein lifted their price target on Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 31st. Royal Bank Of Canada restated an “outperform” rating and issued a $289.00 target price (up from $273.00) on shares of Union Pacific in a research report on Friday, April 24th. Weiss Ratings downgraded shares of Union Pacific from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, June 23rd. Raymond James Financial set a $310.00 price target on shares of Union Pacific in a research report on Friday, April 24th. Finally, Citigroup reissued a “buy” rating and set a $307.00 price objective (up from $285.00) on shares of Union Pacific in a research note on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $283.11.

Get Our Latest Stock Report on Union Pacific

Key Headlines Impacting Union Pacific

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

Positive Sentiment: Union Pacific is drawing attention after a stake change, which can signal renewed investor interest and sometimes sparks buying. Union Pacific (NYSE:UNP) Draws Attention After Stake Change
Positive Sentiment: Shares are being helped by commentary that rail momentum is building and UNP is hitting fresh highs, reinforcing a bullish technical and industry backdrop. Union Pacific (NYSE:UNP) Hits Fresh High As Rail Momentum Builds
Positive Sentiment: Analyst and preview pieces suggest Union Pacific could post another earnings beat, with expectations for single-digit bottom-line growth and favorable freight trends. Union Pacific’s Quarterly Earnings Preview: What You Need to Know
Positive Sentiment: Brokerage coverage remains constructive, with Union Pacific still carrying a consensus “Moderate Buy” rating. Union Pacific Corporation (NYSE:UNP) Given Consensus Rating of “Moderate Buy” by Brokerages
Neutral Sentiment: Some coverage notes that rising intermodal volumes are affecting major railroads, but the article frames the trend as an industry-wide dynamic rather than a company-specific catalyst. Rising intermodal volume slows big four U.S. rail systems
Negative Sentiment: A class action was certified against Union Pacific over alleged dumping of carcinogenic chemicals in Wichita neighborhoods, adding legal and reputational risk that could weigh on the stock. Lanier Law Firm: Class Action Certified Against Union Pacific for Dumping Carcinogenic Chemicals in Historically Black Wichita Neighborhoods

Insider Buying and Selling at Union Pacific

In other news, EVP Kenyatta G. Rocker sold 27,387 shares of the stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 61,102 shares of the company’s stock, valued at approximately $16,605,079.52. This represents a 30.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jennifer L. Hamann sold 2,000 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $274.70, for a total value of $549,400.00. Following the completion of the transaction, the chief financial officer owned 114,642 shares of the company’s stock, valued at approximately $31,492,157.40. The trade was a 1.71% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 32,378 shares of company stock valued at $8,781,595. 0.22% of the stock is currently owned by corporate insiders.

Union Pacific Company Profile

(Free Report)

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.