Erste Asset Management GmbH Boosts Position in Union Pacific Corporation $UNP

Erste Asset Management GmbH grew its position in shares of Union Pacific Corporation (NYSE:UNP) by 40.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,683 shares of the railroad operator’s stock after purchasing an additional 6,862 shares during the quarter. Erste Asset Management GmbH’s holdings in Union Pacific were worth $5,554,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in shares of Union Pacific by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 59,329,262 shares of the railroad operator’s stock valued at $13,724,045,000 after purchasing an additional 659,378 shares in the last quarter. Capital World Investors increased its holdings in shares of Union Pacific by 92.1% during the 4th quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock valued at $4,658,142,000 after purchasing an additional 9,655,306 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Union Pacific by 2.0% during the 4th quarter. Geode Capital Management LLC now owns 15,360,668 shares of the railroad operator’s stock valued at $3,552,550,000 after purchasing an additional 296,814 shares in the last quarter. Capital Research Global Investors increased its holdings in shares of Union Pacific by 26.0% during the 4th quarter. Capital Research Global Investors now owns 10,980,904 shares of the railroad operator’s stock valued at $2,540,105,000 after purchasing an additional 2,267,708 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Union Pacific by 72.7% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock valued at $2,169,168,000 after purchasing an additional 3,861,636 shares in the last quarter. 80.38% of the stock is owned by hedge funds and other institutional investors.

Union Pacific Price Performance

Union Pacific stock opened at $271.27 on Wednesday. The company’s fifty day moving average price is $260.56 and its 200 day moving average price is $247.90. Union Pacific Corporation has a 1 year low of $210.84 and a 1 year high of $279.70. The stock has a market capitalization of $161.06 billion, a P/E ratio of 22.35, a P/E/G ratio of 2.85 and a beta of 0.97. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.73 and a current ratio of 0.92.

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 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 analysts’ expectations of $6.12 billion. During the same quarter last year, the company earned $2.70 EPS. The firm’s revenue for the quarter was up 3.2% compared to the same quarter last year. As a group, equities research analysts anticipate that Union Pacific Corporation will post 12.53 earnings per share for the current fiscal year.

Union Pacific Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 29th will be paid a $1.38 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $5.52 dividend on an annualized basis and a yield of 2.0%. Union Pacific’s dividend payout ratio (DPR) is currently 45.47%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on UNP shares. TD Cowen lifted their target price on shares of Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a report on Friday, April 24th. Benchmark lifted their target price on shares of Union Pacific from $275.00 to $300.00 and gave the company a “buy” rating in a report on Friday, April 24th. Barclays reaffirmed an “overweight” rating and set a $315.00 target price (up from $285.00) on shares of Union Pacific in a report on Friday, April 24th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $300.00 target price (up from $260.00) on shares of Union Pacific in a report on Friday, April 24th. Finally, Weiss Ratings raised shares of Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, Union Pacific presently has an average rating of “Moderate Buy” and a consensus target price of $282.21.

Union Pacific News Roundup

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

• Positive Sentiment: Susquehanna raised its price target on Union Pacific to $305 from $290 and reiterated a Positive rating, reinforcing expectations for further upside based on the railroad’s earnings power and profitability.
• Positive Sentiment: Investor interest remains supported by Union Pacific’s strong financial results, including a 29.2% net margin and solid year-to-date and multi-month gains, which some market commentary says still leave the stock modestly undervalued.
• Neutral Sentiment: Union Pacific said it can fund its proposed $85 billion Norfolk Southern merger without federal investment, a headline that keeps the deal in focus but does not by itself change the company’s fundamentals. Article Title
• Neutral Sentiment: Management will address the NYSE 2026 European Investor Conference next week, which could provide new guidance or strategic commentary but is not an immediate catalyst. Article Title
• Negative Sentiment: House lawmakers backed long-standing rail merger review rules, signaling that regulators may continue to scrutinize large railroad combinations closely, which could complicate Union Pacific’s Norfolk Southern deal.

Insiders Place Their Bets

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the sale, the executive vice president owned 43,012 shares of the company’s stock, valued at $11,353,447.52. The trade was a 6.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Kenyatta G. Rocker sold 27,387 shares of Union Pacific stock in a transaction on Friday, April 24th. The stock was sold at an average price of $271.76, for a total transaction of $7,442,691.12. Following the sale, the executive vice president directly owned 61,102 shares in the company, valued at approximately $16,605,079.52. This trade represents a 30.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 34,377 shares of company stock valued at $9,251,221 in the last 90 days. 0.22% of the stock is owned by insiders.

Union Pacific Company Profile

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.