Motley Fool Asset Management LLC Boosts Position in Union Pacific Corporation $UNP

Motley Fool Asset Management LLC increased its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 30.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 61,278 shares of the railroad operator’s stock after purchasing an additional 14,370 shares during the quarter. Motley Fool Asset Management LLC’s holdings in Union Pacific were worth $14,175,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Union Pacific by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 59,329,262 shares of the railroad operator’s stock worth $13,724,045,000 after purchasing an additional 659,378 shares during the last quarter. Capital World Investors lifted its stake in Union Pacific by 92.1% during the fourth quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock worth $4,658,142,000 after purchasing an additional 9,655,306 shares during the last quarter. Geode Capital Management LLC lifted its stake in Union Pacific by 2.0% during the fourth quarter. Geode Capital Management LLC now owns 15,360,668 shares of the railroad operator’s stock worth $3,552,550,000 after purchasing an additional 296,814 shares during the last quarter. Capital Research Global Investors lifted its stake in Union Pacific by 26.0% during the fourth quarter. Capital Research Global Investors now owns 10,980,904 shares of the railroad operator’s stock worth $2,540,105,000 after purchasing an additional 2,267,708 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Union Pacific by 72.7% during the third 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 worth $2,169,168,000 after purchasing an additional 3,861,636 shares during the last quarter. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on UNP. Barclays reaffirmed an “overweight” rating and set a $315.00 price target (up from $285.00) on shares of Union Pacific in a research report on Friday, April 24th. Evercore reaffirmed an “outperform” rating and set a $277.00 price target on shares of Union Pacific in a research report on Friday, April 24th. Susquehanna reaffirmed a “positive” rating and set a $305.00 price target on shares of Union Pacific in a research report on Friday. Weiss Ratings raised Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday, April 21st. Finally, Citigroup reaffirmed a “buy” rating and set a $307.00 price target (up from $285.00) on shares of Union Pacific in a research report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $282.21.

Union Pacific Trading Up 1.0%

Shares of UNP stock opened at $271.27 on Wednesday. The business’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 firm has a market capitalization of $161.06 billion, a PE 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 current ratio of 0.92 and a quick ratio of 0.73.

Union Pacific (NYSE:UNP) last announced its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, topping analysts’ consensus estimates of $2.86 by $0.07. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The firm had revenue of $6.22 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same quarter in the prior year, the company posted $2.70 earnings per share. Union Pacific’s quarterly revenue was up 3.2% on a year-over-year basis. As a group, sell-side analysts forecast that Union Pacific Corporation will post 12.53 EPS for the current fiscal year.

Union Pacific Announces Dividend

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

Insider Activity

In other news, EVP Eric J. Gehringer sold 2,991 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total value of $789,504.36. Following the sale, the executive vice president directly owned 43,012 shares in the company, valued at $11,353,447.52. This represents a 6.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $271.76, for a total value of $7,442,691.12. Following the transaction, the executive vice president owned 61,102 shares in the company, valued at $16,605,079.52. This trade represents a 30.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 34,377 shares of company stock worth $9,251,221 over the last three months. 0.22% of the stock is currently owned by corporate insiders.

More Union Pacific News

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.

About Union Pacific

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.