Lido Advisors LLC Reduces Holdings in Union Pacific Corporation $UNP

Lido Advisors LLC trimmed its stake in shares of Union Pacific Corporation (NYSE:UNP) by 16.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 53,708 shares of the railroad operator’s stock after selling 10,854 shares during the quarter. Lido Advisors LLC’s holdings in Union Pacific were worth $13,032,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also bought and sold shares of the company. Rachor Investment Advisory Services LLC bought a new position in shares of Union Pacific in the fourth quarter worth approximately $25,000. Tucker Asset Management LLC purchased a new position in shares of Union Pacific in the fourth quarter worth $25,000. SWAN Capital LLC raised its holdings in Union Pacific by 2,575.0% during the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after buying an additional 103 shares during the last quarter. High Point Wealth Management LLC purchased a new stake in Union Pacific during the 4th quarter valued at $26,000. Finally, Cornerstone Financial Management LLC purchased a new stake in Union Pacific during the 4th quarter valued at $27,000. 80.38% of the stock is owned by hedge funds and other institutional investors.

More Union Pacific News

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

• Positive Sentiment: Union Pacific beat Q2 earnings and revenue estimates, signaling improving railroad fundamentals and better-than-expected operating performance.
• Positive Sentiment: Management highlighted efficiency gains, stronger volumes, and pricing power, which supports the case for continued profit growth. Union Pacific Reports Second Quarter 2026 Results
• Positive Sentiment: Bank of America raised its price target on UNP from $301 to $334 and reiterated a buy rating, reinforcing bullish analyst sentiment.
• Positive Sentiment: Union Pacific and CN reached a settlement tied to the proposed Norfolk Southern deal, reducing one layer of regulatory friction and improving the merger’s strategic outlook.

Insider Activity

In related news, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the completion of the transaction, the executive vice president directly owned 43,012 shares of the company’s stock, valued at $11,353,447.52. This trade represents a 6.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.22% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have issued reports on UNP shares. JPMorgan Chase & Co. boosted their price objective on shares of Union Pacific from $275.00 to $304.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. Benchmark restated a “buy” rating and set a $325.00 price target (up from $300.00) on shares of Union Pacific in a report on Wednesday, July 15th. Citizens Jmp initiated coverage on Union Pacific in a research report on Wednesday, July 15th. They set an “outperform” rating and a $350.00 price target for the company. Sanford C. Bernstein increased their price objective on Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a report on Tuesday, March 31st. Finally, Stephens upgraded Union Pacific to a “strong-buy” rating in a research report on Wednesday, July 8th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Union Pacific has an average rating of “Moderate Buy” and a consensus price target of $303.35.

Union Pacific Price Performance

Shares of UNP stock opened at $304.28 on Friday. The stock has a market cap of $180.65 billion, a price-to-earnings ratio of 25.06, a PEG ratio of 3.06 and a beta of 0.96. The business’s fifty day moving average is $274.38 and its 200 day moving average is $257.97. Union Pacific Corporation has a twelve month low of $210.84 and a twelve month high of $315.99. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53.

Union Pacific (NYSE:UNP) last announced its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 EPS for the quarter, beating the consensus estimate of $3.25 by $0.16. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The business had revenue of $6.86 billion during the quarter, compared to analyst estimates of $6.72 billion. During the same quarter last year, the firm posted $3.03 earnings per share. The company’s revenue for the quarter was up 11.5% on a year-over-year basis. Research analysts expect that Union Pacific Corporation will post 12.62 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 29th were paid a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Friday, May 29th. Union Pacific’s dividend payout ratio (DPR) is presently 45.47%.

Union Pacific 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.