TD Waterhouse Canada Inc. Lowers Position in Union Pacific Corporation $UNP

TD Waterhouse Canada Inc. decreased its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 11.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 98,968 shares of the railroad operator’s stock after selling 12,680 shares during the period. TD Waterhouse Canada Inc.’s holdings in Union Pacific were worth $23,260,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Traynor Capital Management Inc. raised its holdings in shares of Union Pacific by 2.9% in the 3rd quarter. Traynor Capital Management Inc. now owns 3,249 shares of the railroad operator’s stock valued at $768,000 after acquiring an additional 93 shares in the last quarter. AustralianSuper Pty Ltd purchased a new stake in Union Pacific in the third quarter worth approximately $802,000. Mirae Asset Global Investments Co. Ltd. grew its position in Union Pacific by 28.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 95,296 shares of the railroad operator’s stock valued at $22,525,000 after acquiring an additional 21,117 shares during the last quarter. Truist Financial Corp grew its position in Union Pacific by 1.1% during the third quarter. Truist Financial Corp now owns 985,992 shares of the railroad operator’s stock valued at $233,059,000 after acquiring an additional 11,079 shares during the last quarter. Finally, Master S Wealth Management Inc. raised its stake in shares of Union Pacific by 7.0% during the third quarter. Master S Wealth Management Inc. now owns 2,129 shares of the railroad operator’s stock worth $503,000 after acquiring an additional 139 shares in the last quarter. 80.38% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on UNP shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Union Pacific in a research note on Wednesday, January 21st. Raymond James Financial restated a “strong-buy” rating on shares of Union Pacific in a research report on Tuesday. JPMorgan Chase & Co. reduced their price objective on Union Pacific from $270.00 to $265.00 and set a “neutral” rating on the stock in a research note on Wednesday. Susquehanna reissued a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. Finally, Barclays restated an “overweight” rating and set a $285.00 price target (up from $270.00) on shares of Union Pacific in a research report on Tuesday, December 16th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, Union Pacific presently has a consensus rating of “Moderate Buy” and a consensus target price of $258.32.

Union Pacific News Summary

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

• Positive Sentiment: RBC Capital initiated/issued a Buy on UNP, adding near‑term analyst support that can lift investor demand. Union Pacific (UNP) Gets a Buy from RBC Capital
• Positive Sentiment: Stephens also put a Buy on UNP, reinforcing the positive analyst flow that helps explain upward price pressure. Union Pacific (UNP) Receives a Buy from Stephens
• Positive Sentiment: TD Cowen reiterated a Buy on UNP (PT ~$255), providing additional dealer-level conviction despite a small PT trim. Union Pacific: Solid Execution, Regulatory Readiness, and Commodity Tailwinds Support Buy Rating
• Positive Sentiment: Dividend strengths are being highlighted by coverage arguing UNP is an attractive income stock, which can support demand from yield‑focused investors. This is Why Union Pacific (UNP) is a Great Dividend Stock
• Neutral Sentiment: JPMorgan trimmed its price target to $265 and moved to Neutral — a modest downgrade in upside expectation that still leaves room above current levels but tempers enthusiasm. Benzinga
• Neutral Sentiment: BMO kept a Market Perform (Hold) stance, citing solid execution but macro and regulatory uncertainty — a reminder that tailwinds are offset by risk. Union Pacific: Solid Execution and Free Cash Flow Offset by Macro and Regulatory Uncertainty
• Neutral Sentiment: Earnings call coverage shows record net income in Q4 but revenue and margins faced pressure — this explains why investors are cautious even as the headline profit number supports the stock. Union Pacific Corp (UNP) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Deep-dive reporting flags margin pressures and merger/regulatory uncertainty as defining issues for the quarter — items that could cap upside or increase volatility. UNP Q4 deep dive: Margin pressures and merger uncertainty define the quarter

Union Pacific Trading Up 2.5%

NYSE UNP opened at $233.51 on Friday. The stock has a market cap of $138.51 billion, a P/E ratio of 19.51, a price-to-earnings-growth ratio of 2.62 and a beta of 0.99. Union Pacific Corporation has a fifty-two week low of $204.66 and a fifty-two week high of $253.20. The stock has a 50 day simple moving average of $232.04 and a two-hundred day simple moving average of $226.80. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.60 and a current ratio of 0.91.

Union Pacific (NYSE:UNP) last announced its earnings results on Tuesday, January 27th. The railroad operator reported $2.86 EPS for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. The business had revenue of $6.09 billion for the quarter, compared to the consensus estimate of $6.15 billion. During the same quarter in the prior year, the company earned $2.91 EPS. Union Pacific’s revenue was down .6% compared to the same quarter last year. On average, analysts forecast that Union Pacific Corporation will post 11.99 earnings per share for the current year.

Union Pacific Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 30th. Stockholders of record on Friday, December 5th were given a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Friday, December 5th. Union Pacific’s dividend payout ratio (DPR) is currently 46.12%.

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.