4,000 Union Pacific Corporation $UNP Shares Sold by Community Bank of Raymore

Community Bank of Raymore lowered its holdings in Union Pacific Corporation (NYSE:UNP) by 24.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 12,609 shares of the railroad operator’s stock after selling 4,000 shares during the quarter. Union Pacific makes up 1.9% of Community Bank of Raymore’s portfolio, making the stock its 16th biggest position. Community Bank of Raymore’s holdings in Union Pacific were worth $3,431,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of UNP. Eastern Bank raised its holdings in Union Pacific by 2.6% in the third quarter. Eastern Bank now owns 214,567 shares of the railroad operator’s stock worth $58,390,000 after purchasing an additional 5,380 shares in the last quarter. BNP Paribas lifted its position in shares of Union Pacific by 21.5% during the second quarter. BNP Paribas now owns 60,465 shares of the railroad operator’s stock valued at $16,454,000 after buying an additional 10,706 shares during the last quarter. QRG Capital Management Inc. boosted its holdings in shares of Union Pacific by 9.4% in the 2nd quarter. QRG Capital Management Inc. now owns 102,949 shares of the railroad operator’s stock valued at $28,002,000 after buying an additional 8,842 shares in the last quarter. KBC Group NV boosted its holdings in shares of Union Pacific by 17.7% in the 2nd quarter. KBC Group NV now owns 108,489 shares of the railroad operator’s stock valued at $29,509,000 after buying an additional 16,295 shares in the last quarter. Finally, Axiom Investment Management LLC bought a new stake in shares of Union Pacific in the 1st quarter valued at about $9,151,000. Institutional investors own 80.38% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on UNP. Stephens raised shares of Union Pacific to a “strong-buy” rating in a research report on Wednesday, July 8th. JPMorgan Chase & Co. decreased their target price on shares of Union Pacific from $322.00 to $321.00 and set a “neutral” rating for the company in a research report on Friday. UBS Group restated a “buy” rating on shares of Union Pacific in a research note on Friday. The Goldman Sachs Group set a $317.00 target price on shares of Union Pacific and gave the company a “neutral” rating in a research note on Thursday, July 23rd. Finally, Robert W. Baird lifted their price target on shares of Union Pacific from $311.00 to $344.00 and gave the stock an “outperform” rating in a report on Monday, July 27th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $325.78.

Union Pacific Trading Down 1.8%

Union Pacific stock opened at $292.85 on Friday. The stock has a 50-day moving average of $287.40 and a two-hundred day moving average of $278.28. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.82 and a current ratio of 1.16. Union Pacific Corporation has a one year low of $215.53 and a one year high of $315.99. The stock has a market cap of $173.97 billion, a PE ratio of 22.83, a price-to-earnings-growth ratio of 2.90 and a beta of 0.95.

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

Union Pacific Increases Dividend

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

Key Stories Impacting Union Pacific

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

Union Pacific 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.