Union Pacific Corporation $UNP Stock: Investment House LLC Reduces Position

Investment House LLC cut its stake in shares of Union Pacific Corporation (NYSE:UNP) by 43.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 28,798 shares of the railroad operator’s stock after selling 22,543 shares during the period. Investment House LLC’s holdings in Union Pacific were worth $7,837,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. State Street Corp grew its position in Union Pacific by 4.9% in the second quarter. State Street Corp now owns 27,890,598 shares of the railroad operator’s stock valued at $7,586,243,000 after acquiring an additional 1,302,732 shares in the last quarter. Bank of America Corp DE lifted its position in shares of Union Pacific by 0.4% during the second quarter. Bank of America Corp DE now owns 14,527,563 shares of the railroad operator’s stock worth $3,951,497,000 after purchasing an additional 64,492 shares in the last quarter. Royal Bank of Canada lifted its position in shares of Union Pacific by 0.5% during the first quarter. Royal Bank of Canada now owns 4,617,313 shares of the railroad operator’s stock worth $1,120,251,000 after purchasing an additional 23,698 shares in the last quarter. Legal & General Group Plc purchased a new position in shares of Union Pacific in the second quarter valued at $1,193,135,000. Finally, Canada Pension Plan Investment Board purchased a new position in shares of Union Pacific in the second quarter valued at $1,094,677,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Union Pacific News Summary

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

• Positive Sentiment: Q3 earnings and revenue beat expectations. Union Pacific reported adjusted EPS of $3.53 versus the $3.47 consensus and revenue of approximately $7.20 billion versus estimates of $7.16 billion. Reported net income rose 16% to $2.1 billion, while reported EPS increased 16% to $3.49. Union Pacific Reports Third Quarter 2026 Results
• Positive Sentiment: Freight volumes and pricing drove record results. Volume increased about 6%, while core pricing, fuel-surcharge revenue and productivity gains more than offset higher fuel, labor and inflation-related costs. The performance reflects improving freight demand and customers shifting more cargo from trucks to rail. US railroad operator Union Pacific’s quarterly profit rises
• Positive Sentiment: Management maintained its growth outlook. Union Pacific affirmed expectations for reported 2026 EPS growth in the high-single-digit range and raised planned 2026 capital spending to $3.5 billion, signaling confidence in demand and investment in network capacity and operations. Union Pacific affirms 2026 EPS growth outlook
• Positive Sentiment: The proposed Norfolk Southern combination remains a potential long-term catalyst. CEO Vincenzo Vena said he is highly confident the mega-merger will receive regulatory approval, although approval is not yet assured. Union Pacific CEO discusses merger approval
• Neutral Sentiment: Analyst Stephens raised its Union Pacific price target to $352 from $340, reinforcing positive sentiment after the earnings beat. Stephens raises Union Pacific price target
• Negative Sentiment: Chief Financial Officer Jennifer Hamann plans to retire after 35 years with the company. The transition creates some execution and capital-allocation uncertainty, particularly as Union Pacific pursues the proposed merger. Union Pacific CFO Jennifer Hamann to retire

Union Pacific Stock Performance

UNP stock opened at $298.08 on Friday. The company has a current ratio of 0.99, a quick ratio of 0.82 and a debt-to-equity ratio of 1.40. The firm has a market cap of $177.08 billion, a P/E ratio of 24.14, a P/E/G ratio of 2.86 and a beta of 0.95. Union Pacific Corporation has a 12-month low of $215.53 and a 12-month high of $315.99. The stock’s 50 day simple moving average is $287.41 and its 200 day simple moving average is $278.18.

Union Pacific (NYSE:UNP) last released its quarterly earnings data on Thursday, October 22nd. The railroad operator reported $3.53 EPS for the quarter, topping analysts’ consensus estimates of $3.47 by $0.06. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The firm had revenue of $7.20 billion during the quarter, compared to the consensus estimate of $7.16 billion. During the same quarter in the previous year, the company posted $3.08 earnings per share. The firm’s revenue was up 15.3% on a year-over-year basis. As a group, equities research analysts predict that Union Pacific Corporation will post 13.05 EPS for the current year.

Union Pacific Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st were given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date was Monday, August 31st. This is an increase from Union Pacific’s previous quarterly dividend of $1.38. Union Pacific’s payout ratio is 45.99%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on UNP. TD Cowen reaffirmed a “buy” rating and set a $325.00 target price (up from $282.00) on shares of Union Pacific in a research report on Friday, July 24th. UBS Group raised Union Pacific from a “neutral” rating to a “buy” rating and upped their target price for the company from $310.00 to $339.00 in a research report on Wednesday, September 16th. Evercore reiterated an “outperform” rating and set a $294.00 target price on shares of Union Pacific in a research note on Thursday, June 25th. Stephens raised shares of Union Pacific to a “strong-buy” rating in a research report on Wednesday, July 8th. Finally, Susquehanna dropped their price target on shares of Union Pacific from $345.00 to $333.00 and set a “positive” rating for the company in a research note on Friday, October 2nd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $325.00.

Union Pacific Company Profile

Union Pacific Corporation (NYSE: UNP) is a transportation company that operates one of the largest freight railroad networks in the United States. Through its Union Pacific Railroad subsidiary, the company moves goods across the western two-thirds of the country, connecting major agricultural, industrial, energy, population and port markets.

Union Pacific transports a broad range of commodities and products, including agricultural goods, automotive shipments, chemicals, coal, industrial products, forest products and intermodal containers.