Union Pacific Corporation $UNP Stock Purchased by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lifted its position in shares of Union Pacific Corporation (NYSE:UNP) by 20.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 25,535 shares of the railroad operator’s stock after acquiring an additional 4,327 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Union Pacific were worth $6,949,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in UNP. Legal & General Group Plc bought a new stake in Union Pacific in the 2nd quarter valued at about $1,193,135,000. Canada Pension Plan Investment Board bought a new position in Union Pacific during the second quarter worth about $1,094,677,000. Bank of America Corp DE boosted its position in Union Pacific by 16.8% during the first quarter. Bank of America Corp DE now owns 14,463,071 shares of the railroad operator’s stock worth $3,509,030,000 after purchasing an additional 2,084,808 shares during the period. Jupiter Topco LLC bought a new position in Union Pacific during the second quarter worth about $479,274,000. Finally, State Street Corp increased its stake in shares of Union Pacific by 4.9% in the second quarter. State Street Corp now owns 27,890,598 shares of the railroad operator’s stock worth $7,586,243,000 after purchasing an additional 1,302,732 shares in the last quarter. 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 exceeded expectations: Union Pacific reported adjusted EPS of $3.53 versus the $3.47 consensus and revenue of $7.20 billion versus $7.16 billion expected. Adjusted profit rose 15% year over year, supported by 6% volume growth, pricing gains, fuel surcharges and improved productivity despite higher costs. Reuters: US railroad operator Union Pacific’s quarterly profit rises
• Positive Sentiment: Management maintained its outlook: The railroad reaffirmed expectations for high-single-digit reported EPS growth in 2026 and raised planned 2026 capital expenditures to approximately $3.5 billion, signaling confidence in demand and network investment. Union Pacific affirms 2026 EPS growth outlook
• Positive Sentiment: Analyst support increased: Citigroup raised its price target to $348 and kept a Buy rating, while Stephens lifted its target to $352. StoneX also reiterated its Buy recommendation. Analyst forecasts after Union Pacific Q3 results
• Neutral Sentiment: The Norfolk Southern merger remains a major catalyst: CEO confidence that regulators will approve the transaction supports the long-term growth case, but the proposed deal still requires regulatory review and could create execution and integration risks. Union Pacific CEO merger comments
• Negative Sentiment: Shareholder returns and leadership face pressure: Higher merger-related investment and $3.5 billion of capital spending may limit near-term cash available for dividends, while CFO Jennifer Hamann’s planned retirement after 35 years adds a transition risk. JPMorgan lowered its price target to $321 and maintained a Neutral rating. Union Pacific CFO retirement

Analyst Upgrades and Downgrades

UNP has been the topic of several research reports. Royal Bank Of Canada set a $328.00 price target on shares of Union Pacific in a research report on Friday. Bank of America upped their price target on shares of Union Pacific from $301.00 to $334.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. UBS Group reiterated a “buy” rating on shares of Union Pacific in a research note on Friday. Benchmark boosted their target price on shares of Union Pacific from $325.00 to $335.00 and gave the company a “buy” rating in a report on Friday, July 24th. Finally, TD Cowen restated a “buy” rating and set a $328.00 target price (up from $325.00) on shares of Union Pacific in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $325.78.

Union Pacific Trading Down 1.8%

Shares of Union Pacific stock opened at $292.85 on Friday. Union Pacific Corporation has a 12-month low of $215.53 and a 12-month high of $315.99. The company has a market cap of $173.97 billion, a price-to-earnings ratio of 22.83, a PEG ratio of 2.90 and a beta of 0.95. The company has a current ratio of 1.16, a quick ratio of 0.82 and a debt-to-equity ratio of 1.32. The company’s 50-day moving average price is $287.40 and its 200-day moving average price is $278.28.

Union Pacific (NYSE:UNP) last released its quarterly earnings data on Thursday, October 22nd. The railroad operator reported $3.53 EPS for the quarter, beating analysts’ consensus estimates of $3.47 by $0.06. The company had revenue of $7.20 billion during the quarter, compared to analyst estimates of $7.16 billion. Union Pacific had a net margin of 28.90% and a return on equity of 37.54%. Union Pacific’s revenue was up 15.3% compared to the same quarter last year. During the same period last year, the business earned $3.08 earnings per share. On average, equities analysts expect that Union Pacific Corporation will post 13.13 earnings per share for the current fiscal year.

Union Pacific Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Monday, August 31st were issued a dividend of $1.42 per share. This is a boost from Union Pacific’s previous quarterly dividend of $1.38. The ex-dividend date of this dividend was Monday, August 31st. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. Union Pacific’s payout ratio is currently 44.27%.

About Union Pacific

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.