Union Pacific Corporation $UNP Stock Holdings Lifted by NovaPoint Capital LLC

NovaPoint Capital LLC grew its position in Union Pacific Corporation (NYSE:UNP) by 7.7% during the 1st quarter, HoldingsChannel.com reports. The firm owned 24,857 shares of the railroad operator’s stock after acquiring an additional 1,782 shares during the quarter. Union Pacific makes up about 1.5% of NovaPoint Capital LLC’s investment portfolio, making the stock its 26th largest holding. NovaPoint Capital LLC’s holdings in Union Pacific were worth $6,031,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Tucker Asset Management LLC bought a new stake in shares of Union Pacific in the 4th quarter valued at approximately $25,000. SWAN Capital LLC increased its holdings in Union Pacific by 2,575.0% in the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after buying an additional 103 shares during the last quarter. Rachor Investment Advisory Services LLC bought a new position in Union Pacific during the fourth quarter valued at approximately $25,000. Saranac Partners Ltd bought a new position in Union Pacific during the third quarter valued at approximately $27,000. Finally, High Point Wealth Management LLC bought a new position in Union Pacific during the fourth quarter valued at approximately $26,000. 80.38% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the completion of 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the firm’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $271.76, for a total value of $7,442,691.12. Following the completion of the sale, the executive vice president directly owned 61,102 shares in the company, valued at approximately $16,605,079.52. This represents a 30.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 32,378 shares of company stock worth $8,781,595 in the last quarter. 0.22% of the stock is currently owned by company insiders.

Union Pacific Stock Up 3.7%

Shares of Union Pacific stock opened at $299.11 on Friday. Union Pacific Corporation has a 12-month low of $210.84 and a 12-month high of $300.06. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53. The stock has a 50 day moving average price of $271.19 and a two-hundred day moving average price of $255.68. The stock has a market capitalization of $177.59 billion, a P/E ratio of 24.64, a PEG ratio of 3.02 and a beta of 0.96.

Union Pacific (NYSE:UNP) last released its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 EPS 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 company had revenue of $6.22 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same quarter last year, the firm posted $2.70 earnings per share. The company’s quarterly revenue was up 3.2% compared to the same quarter last year. Equities analysts expect that Union Pacific Corporation will post 12.62 earnings per share for the current year.

Union Pacific Dividend Announcement

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

Analyst Ratings Changes

UNP has been the subject of several recent research reports. Benchmark reissued a “buy” rating and issued a $325.00 target price (up from $300.00) on shares of Union Pacific in a research report on Wednesday. Sanford C. Bernstein raised their price target on shares of Union Pacific from $289.00 to $293.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. JPMorgan Chase & Co. lifted their price objective on shares of Union Pacific from $275.00 to $304.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. BMO Capital Markets reaffirmed a “market perform” rating and issued a $285.00 price objective (up from $278.00) on shares of Union Pacific in a research note on Friday, April 24th. Finally, Barclays reiterated an “overweight” rating and issued a $315.00 price objective (up from $285.00) on shares of Union Pacific in a report on Friday, April 24th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $299.11.

Key Stories 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

Union Pacific Company 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.