Bessemer Group Inc. Boosts Stake in Union Pacific Corporation $UNP

Bessemer Group Inc. grew its position in shares of Union Pacific Corporation (NYSE:UNP) by 1.6% in the 1st quarter, HoldingsChannel.com reports. The fund owned 639,715 shares of the railroad operator’s stock after acquiring an additional 9,799 shares during the period. Bessemer Group Inc.’s holdings in Union Pacific were worth $155,207,000 at the end of the most recent quarter.

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

Union Pacific Trading Up 3.7%

NYSE UNP opened at $299.11 on Friday. The stock has a market cap of $177.59 billion, a P/E ratio of 24.64, a PEG ratio of 3.02 and a beta of 0.96. The company’s fifty day simple moving average is $271.19 and its 200-day simple moving average is $255.68. The company has a current ratio of 0.92, a quick ratio of 0.73 and a debt-to-equity ratio of 1.53. Union Pacific Corporation has a 52 week low of $210.84 and a 52 week high of $300.06.

Union Pacific (NYSE:UNP) last released its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, beating analysts’ consensus estimates of $2.86 by $0.07. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. The business had revenue of $6.22 billion during the quarter, compared to analyst estimates of $6.12 billion. During the same period last year, the business earned $2.70 EPS. The business’s revenue was up 3.2% on a year-over-year basis. Equities research analysts predict that Union Pacific Corporation will post 12.62 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Friday, May 29th. Union Pacific’s dividend payout ratio is presently 45.47%.

Insider Activity

In other news, CFO Jennifer L. Hamann sold 2,000 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $274.70, for a total transaction of $549,400.00. Following the completion of the sale, the chief financial officer directly owned 114,642 shares in the company, valued at $31,492,157.40. This trade represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kenyatta G. Rocker sold 27,387 shares of Union Pacific 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 sale, the executive vice president directly owned 61,102 shares in the company, valued at approximately $16,605,079.52. The trade was a 30.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 32,378 shares of company stock worth $8,781,595 over the last ninety days. Corporate insiders own 0.22% of the company’s stock.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: Citizens initiated coverage of Union Pacific as a transportation top pick and set a $350 price target, adding to the bullish analyst backdrop. Citizens launches transportation coverage, names FedEx a top large-cap pick
• Positive Sentiment: Wells Fargo reiterated its Buy rating on Union Pacific, reinforcing investor confidence ahead of next week’s earnings report. Wells Fargo Sticks to Their Buy Rating for Union Pacific (UNP)
• Positive Sentiment: Several reports say Union Pacific’s upcoming second-quarter results may show earnings growth and could potentially beat expectations, which is supporting pre-earnings buying. Union Pacific (UNP) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Union Pacific said it will report second-quarter 2026 earnings on July 23, giving investors a near-term catalyst to watch. Union Pacific Corporation Announces Second Quarter 2026 Earnings Release Date
• Positive Sentiment: Rocky Mountain Steel Mills opened a new $1.2 billion rail mill and delivered the first stick of rail to Union Pacific, which may support future rail supply reliability. Union Pacific Receives First Stick of Long Rail as Rocky Mountain Steel Mills Opens New Rail Mill
• Neutral Sentiment: Analysts have generally been constructive on Union Pacific recently, with several firms lifting targets, though this is mostly reinforcing existing sentiment rather than changing the story. Why Union Pacific (UNP) Stock Is Up Today
• Negative Sentiment: J.P. Morgan recently downgraded Union Pacific to Hold, which could limit some upside even as broader sentiment remains positive. Union Pacific (UNP) Gets a Hold from J.P. Morgan

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on UNP. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Union Pacific in a research report on Monday. TD Cowen raised their price objective on Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Susquehanna boosted their price objective on Union Pacific from $305.00 to $333.00 and gave the stock a “positive” rating in a research note on Tuesday. JPMorgan Chase & Co. upped their target price on Union Pacific from $275.00 to $304.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. Finally, BMO Capital Markets reiterated a “market perform” rating and issued a $285.00 target price (up from $278.00) on shares of Union Pacific in a research note on Friday, April 24th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $299.11.

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.