Union Pacific Corporation $UNP Shares Sold by Wellington Management Group LLP

Wellington Management Group LLP reduced its stake in shares of Union Pacific Corporation (NYSE:UNP) by 13.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 273,793 shares of the railroad operator’s stock after selling 41,409 shares during the period. Wellington Management Group LLP’s holdings in Union Pacific were worth $74,472,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Acadian Asset Management LLC raised its holdings in Union Pacific by 40.4% in the first quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock valued at $546,000 after buying an additional 665 shares during the period. Schnieders Capital Management LLC. boosted its position in Union Pacific by 0.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock valued at $4,741,000 after buying an additional 102 shares during the last quarter. Main Street Financial Solutions LLC boosted its holdings in Union Pacific by 1.6% in the second quarter. Main Street Financial Solutions LLC now owns 3,733 shares of the railroad operator’s stock valued at $859,000 after purchasing an additional 58 shares during the last quarter. HUB Investment Partners LLC grew its position in shares of Union Pacific by 10.0% during the second quarter. HUB Investment Partners LLC now owns 6,091 shares of the railroad operator’s stock worth $1,401,000 after buying an additional 554 shares in the last quarter. Finally, Alliancebernstein L.P. grew its holdings in Union Pacific by 7.4% during the 2nd quarter. Alliancebernstein L.P. now owns 1,528,426 shares of the railroad operator’s stock worth $351,660,000 after acquiring an additional 105,664 shares in the last quarter. 80.38% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: Analyst upgrade supports near-term optimism. Zacks upgraded Union Pacific to Rank #2 (Buy), citing improving earnings prospects that could attract additional investor interest. Zacks Union Pacific rating upgrade
• Positive Sentiment: Union Pacific continues to outperform the broader market. Coverage indicates UNP has beaten the S&P 500 over the past year, with analysts remaining moderately optimistic about its outlook. Union Pacific versus the S&P 500
• Positive Sentiment: Some analysts see earnings growth ahead. Erste Group Bank maintained a Buy rating and projected EPS of $13.08 for fiscal 2026 and $14.20 for fiscal 2027, with the latter above the current consensus estimate of roughly $13.01. Union Pacific analyst estimates
• Neutral Sentiment: Merger and railroad execution remain important catalysts. Recent management commentary addressed the state of Union Pacific’s railroad and progress on the proposed Southern merger. The updates may influence long-term growth expectations, but the supplied reports do not identify a definitive new financial impact. Union Pacific railroad and merger update
• Negative Sentiment: Valuation appears close to fair value. After a roughly 51% five-year total return, a DCF analysis places intrinsic value only slightly below UNP’s current price. That suggests limited margin of safety and may encourage profit-taking despite the company’s strong operating record. Union Pacific fair value analysis

Union Pacific Stock Down 0.1%

UNP stock opened at $290.24 on Thursday. The company has a market cap of $172.42 billion, a PE ratio of 23.50, a price-to-earnings-growth ratio of 2.89 and a beta of 0.96. The company has a quick ratio of 0.82, a current ratio of 0.99 and a debt-to-equity ratio of 1.40. Union Pacific Corporation has a twelve month low of $210.84 and a twelve month high of $315.99. The business’s 50-day simple moving average is $293.12 and its 200 day simple moving average is $270.59.

Union Pacific (NYSE:UNP) last issued its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 EPS for the quarter, beating analysts’ consensus estimates of $3.26 by $0.15. The business had revenue of $6.86 billion during the quarter, compared to analyst estimates of $6.72 billion. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.Union Pacific’s revenue was up 11.5% on a year-over-year basis. During the same period in the prior year, the company posted $3.03 earnings per share. On average, research analysts anticipate that Union Pacific Corporation will post 13.02 earnings per share for the current year.

Union Pacific Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st will be paid a $1.42 dividend. The ex-dividend date is Monday, August 31st. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. This is an increase from Union Pacific’s previous quarterly dividend of $1.38. Union Pacific’s dividend payout ratio is currently 45.99%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on UNP. Erste Group Bank started coverage on shares of Union Pacific in a research note on Thursday, August 27th. They set a “buy” rating for the company. Bank of America raised their target price on Union Pacific from $301.00 to $334.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Robert W. Baird boosted their price target on shares of Union Pacific from $311.00 to $344.00 and gave the stock an “outperform” rating in a research report on Monday, July 27th. TD Cowen reissued a “buy” rating and issued a $325.00 price objective (up from $282.00) on shares of Union Pacific in a research note on Friday, July 24th. Finally, Benchmark increased their target price on shares of Union Pacific from $325.00 to $335.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Union Pacific presently has a consensus rating of “Moderate Buy” and a consensus price target of $320.89.

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.