Union Pacific Corporation $UNP Shares Sold by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio decreased its position in shares of Union Pacific Corporation (NYSE:UNP) by 4.9% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 229,286 shares of the railroad operator’s stock after selling 11,771 shares during the quarter. Public Employees Retirement System of Ohio’s holdings in Union Pacific were worth $62,366,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Capital World Investors lifted its stake in Union Pacific by 92.1% in the fourth quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock valued at $4,658,142,000 after buying an additional 9,655,306 shares during the last quarter. Norges Bank purchased a new stake in shares of Union Pacific in the fourth quarter valued at about $1,779,907,000. Legal & General Group Plc acquired a new stake in shares of Union Pacific during the second quarter worth about $1,193,135,000. Canada Pension Plan Investment Board purchased a new position in shares of Union Pacific during the second quarter worth about $1,094,677,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Union Pacific by 72.7% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock worth $2,169,168,000 after buying an additional 3,861,636 shares during the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.

Union Pacific Trading Down 1.0%

UNP stock opened at $307.45 on Friday. The company has a market cap of $182.65 billion, a price-to-earnings ratio of 24.89, a PEG ratio of 3.17 and a beta of 0.96. Union Pacific Corporation has a 52 week low of $210.84 and a 52 week high of $315.99. The company has a quick ratio of 0.82, a current ratio of 0.99 and a debt-to-equity ratio of 1.40. The business has a fifty day simple moving average of $290.07 and a 200-day simple moving average of $269.54.

Union Pacific (NYSE:UNP) last issued its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.26 by $0.15. The company had revenue of $6.86 billion during the quarter, compared to the consensus estimate of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. Union Pacific’s revenue for the quarter was up 11.5% on a year-over-year basis. During the same quarter last year, the company earned $3.03 earnings per share. On average, equities research analysts expect that Union Pacific Corporation will post 12.93 EPS for the current year.

Union Pacific Increases Dividend

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

Wall Street Analyst Weigh In

Several analysts have commented on the company. Benchmark upped their price objective on Union Pacific from $325.00 to $335.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Citigroup raised their price objective on shares of Union Pacific from $326.00 to $349.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Citizens Jmp initiated coverage on Union Pacific in a research report on Wednesday, July 15th. They set an “outperform” rating and a $350.00 target price on the stock. BMO Capital Markets reissued a “market perform” rating and set a $320.00 target price (up from $285.00) on shares of Union Pacific in a research note on Friday, July 24th. Finally, Susquehanna raised their price objective on shares of Union Pacific from $305.00 to $333.00 and gave the company a “positive” rating in a research note on Tuesday, July 14th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $320.89.

Key Union Pacific News

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

Insider Activity at Union Pacific

In related news, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific 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 sale, the executive vice president directly owned 43,012 shares in the company, valued at $11,353,447.52. The trade was a 6.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.22% of the company’s stock.

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.