Dearborn Partners LLC Invests $9 Million in Union Pacific Corporation $UNP

Dearborn Partners LLC bought a new stake in Union Pacific Corporation (NYSE:UNP) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 37,096 shares of the railroad operator’s stock, valued at approximately $9,000,000.

A number of other large investors have also modified their holdings of the stock. Tucker Asset Management LLC purchased a new position in Union Pacific in the 4th quarter worth approximately $25,000. SWAN Capital LLC grew its position in Union Pacific by 2,575.0% in the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after acquiring an additional 103 shares in the last quarter. Wiser Advisor Group LLC acquired a new stake in Union Pacific in the second quarter valued at approximately $30,000. Scarborough Advisors LLC purchased a new stake in shares of Union Pacific during the first quarter valued at approximately $27,000. Finally, Cornerstone Financial Management LLC purchased a new stake in shares of Union Pacific during the fourth quarter valued at approximately $27,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Benchmark upped 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. Bank of America lifted their price target on shares of Union Pacific from $301.00 to $334.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Citizens Jmp began coverage on shares of Union Pacific in a report on Wednesday, July 15th. They issued an “outperform” rating and a $350.00 price objective on the stock. Susquehanna upped their price objective on shares of Union Pacific from $305.00 to $333.00 and gave the company a “positive” rating in a research report on Tuesday, July 14th. Finally, Weiss Ratings raised shares of Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Two equities research 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. According to MarketBeat, Union Pacific presently has a consensus rating of “Moderate Buy” and an average price target of $320.89.

Trending Headlines about Union Pacific

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

• Positive Sentiment: Merger application advances: Union Pacific and Norfolk Southern urged the Surface Transportation Board (STB) to reject opponents’ preliminary challenges, arguing that their application satisfies the threshold for a full regulatory review. Progress toward review keeps potential network synergies and long-term growth benefits in focus. Union Pacific, Norfolk Southern defend rail merger application as STB review advances
• Positive Sentiment: Analyst endorsement: Erste Group Bank initiated coverage with a “buy” rating, adding a new bullish view on UNP’s valuation and outlook. Erste Group initiates coverage of Union Pacific
• Positive Sentiment: Dividend appeal: Union Pacific was highlighted as a railroad with a solid five-year dividend-growth record, supporting its appeal to income-oriented investors. Recent coverage also pointed to the dividend and second-quarter 2026 earnings as factors supporting the outlook. 2 Dividend-Paying Stocks From the Railroad Industry to Consider
• Neutral Sentiment: Investor-event watch: CEO Jim Vena and CFO Jennifer Hamann will participate in a Bernstein Research virtual fireside chat on September 1. Management commentary on merger timing, volumes, pricing, costs and rail efficiency could provide a near-term trading catalyst. Union Pacific CEO and CFO to Participate in Bernstein Fireside Chat
• Negative Sentiment: Execution and regulatory risks remain: Coverage described a fresh test for Union Pacific’s rail efficiency, while the merger still faces STB scrutiny and opposition. These issues may be limiting enthusiasm even as the companies argue the application merits full review. Union Pacific Faces a Fresh Test of Rail Efficiency

Union Pacific Price Performance

UNP stock opened at $307.45 on Friday. The stock’s 50 day moving average is $290.07 and its two-hundred day moving average is $269.54. Union Pacific Corporation has a 52-week low of $210.84 and a 52-week high of $315.99. The company has a market capitalization of $182.65 billion, a PE ratio of 24.89, a P/E/G ratio of 3.17 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 (NYSE:UNP) last released its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 EPS for the quarter, beating the consensus estimate of $3.26 by $0.15. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The company had revenue of $6.86 billion during the quarter, compared to analysts’ expectations of $6.72 billion. During the same period in the prior year, the business posted $3.03 EPS. The business’s revenue was up 11.5% on a year-over-year basis. Analysts predict that Union Pacific Corporation will post 12.93 earnings per share for the current fiscal year.

Union Pacific Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, August 31st will be issued a $1.42 dividend. This is a boost from Union Pacific’s previous quarterly dividend of $1.38. This represents a $5.68 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend is Monday, August 31st. Union Pacific’s dividend payout ratio is currently 45.99%.

Insider Transactions at Union Pacific

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the transaction, 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 position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.22% of the stock is owned by corporate insiders.

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.