Union Pacific Corporation $UNP Shares Sold by New York State Common Retirement Fund

New York State Common Retirement Fund reduced its stake in shares of Union Pacific Corporation (NYSE:UNP) by 6.5% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 644,542 shares of the railroad operator’s stock after selling 44,900 shares during the period. New York State Common Retirement Fund’s holdings in Union Pacific were worth $152,350,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Norges Bank purchased a new position in Union Pacific during the second quarter worth approximately $1,856,340,000. Fisher Asset Management LLC raised its holdings in shares of Union Pacific by 0.7% during the 2nd quarter. Fisher Asset Management LLC now owns 6,398,715 shares of the railroad operator’s stock worth $1,472,217,000 after acquiring an additional 46,436 shares during the period. Amundi boosted its position in shares of Union Pacific by 35.6% during the 2nd quarter. Amundi now owns 4,782,577 shares of the railroad operator’s stock valued at $1,134,236,000 after acquiring an additional 1,255,231 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in shares of Union Pacific by 32.8% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,152,042 shares of the railroad operator’s stock valued at $725,222,000 after purchasing an additional 778,411 shares during the period. Finally, Laurel Wealth Advisors LLC grew its holdings in shares of Union Pacific by 22,618.2% in the second quarter. Laurel Wealth Advisors LLC now owns 2,624,636 shares of the railroad operator’s stock valued at $603,876,000 after purchasing an additional 2,613,083 shares during the period. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Union Pacific Stock Down 2.0%

Union Pacific stock opened at $227.89 on Thursday. The company has a market capitalization of $135.18 billion, a PE ratio of 19.36, a price-to-earnings-growth ratio of 2.68 and a beta of 0.99. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.60 and a current ratio of 0.91. Union Pacific Corporation has a fifty-two week low of $204.66 and a fifty-two week high of $253.20. The firm has a 50 day moving average price of $231.79 and a 200 day moving average price of $226.75.

Union Pacific (NYSE:UNP) last released its quarterly earnings results on Tuesday, January 27th. The railroad operator reported $2.86 EPS for the quarter, missing the consensus estimate of $2.92 by ($0.06). Union Pacific had a return on equity of 40.89% and a net margin of 29.12%.The firm had revenue of $6.09 billion for the quarter, compared to analysts’ expectations of $6.15 billion. During the same quarter in the prior year, the business earned $2.91 earnings per share. The company’s quarterly revenue was down .6% on a year-over-year basis. Research analysts expect that Union Pacific Corporation will post 11.99 earnings per share for the current year.

Union Pacific Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 30th. Shareholders of record on Friday, December 5th were given a $1.38 dividend. This represents a $5.52 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend was Friday, December 5th. Union Pacific’s payout ratio is currently 46.90%.

Analyst Ratings Changes

A number of brokerages have commented on UNP. Citigroup reaffirmed a “buy” rating and set a $270.00 target price (up from $265.00) on shares of Union Pacific in a research note on Wednesday. Weiss Ratings restated a “hold (c+)” rating on shares of Union Pacific in a report on Wednesday, January 21st. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Union Pacific in a research report on Tuesday. TD Cowen decreased their price objective on Union Pacific from $257.00 to $255.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, Royal Bank Of Canada set a $280.00 target price on Union Pacific in a research note on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, Union Pacific presently has a consensus rating of “Moderate Buy” and an average price target of $258.32.

More Union Pacific News

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

• Positive Sentiment: Company highlighted record results for the year and said safety, service and operating results improved — management called 2025 a record year, which supports confidence in long-term earnings power. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Some analysts keep bullish stances or constructive outlooks (TD Cowen reiterated a Buy with a $255 PT), signaling continued analyst support and upside potential versus current levels. TD Cowen reiterates Buy
• Neutral Sentiment: Dividend profile: analysts and outlets are highlighting UNP as an attractive dividend stock, which may support steady investor demand even amid near-term swings. This is Why Union Pacific is a Great Dividend Stock
• Neutral Sentiment: Earnings were mixed across reports and metrics: revenue was slightly down year-over-year and results were reported as marginally missing some consensus figures, while other summaries show EPS strength depending on adjustments — leaving interpretation dependent on which metrics investors prioritize. Q4 Earnings & Revenues Lag Estimates
• Negative Sentiment: JPMorgan trimmed its price target from $270 to $265 and moved to a Neutral rating — a clear signal of reduced conviction from a major house and a direct driver of selling pressure. JPMorgan Lowers Price Target
• Negative Sentiment: Operational and volume headwinds: reports note worsening operating ratio, softer volumes, and weaker cash from operations alongside higher capital spending — these factors raise concern about near-term margin and free-cash-flow trajectories. Quarterly Profit Rises Amid Volume Headwinds

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.