NBT Bank N.A. Purchases New Shares in Union Pacific Corporation $UNP

NBT Bank N.A. purchased a new position in Union Pacific Corporation (NYSE:UNP) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 35,568 shares of the railroad operator’s stock, valued at approximately $9,679,000.

Several other large investors also recently bought and sold shares of the company. BNP Paribas lifted its holdings in Union Pacific by 21.5% in the 2nd quarter. BNP Paribas now owns 60,465 shares of the railroad operator’s stock worth $16,454,000 after buying an additional 10,706 shares in the last quarter. QRG Capital Management Inc. grew its stake in shares of Union Pacific by 9.4% during the second quarter. QRG Capital Management Inc. now owns 102,949 shares of the railroad operator’s stock valued at $28,002,000 after acquiring an additional 8,842 shares in the last quarter. Eastern Bank grew its stake in shares of Union Pacific by 2.6% during the third quarter. Eastern Bank now owns 214,567 shares of the railroad operator’s stock valued at $58,390,000 after acquiring an additional 5,380 shares in the last quarter. KBC Group NV grew its stake in shares of Union Pacific by 17.7% during the second quarter. KBC Group NV now owns 108,489 shares of the railroad operator’s stock valued at $29,509,000 after acquiring an additional 16,295 shares in the last quarter. Finally, Axiom Investment Management LLC purchased a new stake in shares of Union Pacific during the first quarter worth about $9,151,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

Union Pacific Price Performance

Shares of UNP stock opened at $298.08 on Friday. The firm has a market cap of $177.08 billion, a P/E ratio of 24.14, a P/E/G ratio of 2.86 and a beta of 0.95. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.82. Union Pacific Corporation has a 1-year low of $215.53 and a 1-year high of $315.99. The firm has a fifty day moving average of $287.41 and a two-hundred day moving average of $278.18.

Union Pacific (NYSE:UNP) last released its earnings results on Thursday, October 22nd. The railroad operator reported $3.53 earnings per share for the quarter, topping the consensus estimate of $3.47 by $0.06. The company had revenue of $7.20 billion during the quarter, compared to the consensus estimate of $7.16 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The company’s revenue was up 15.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.08 EPS. As a group, research analysts anticipate that Union Pacific Corporation will post 13.05 earnings per share for the current fiscal year.

Union Pacific Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st were given a dividend of $1.42 per share. The ex-dividend date of this dividend was Monday, August 31st. This is a positive change from Union Pacific’s previous quarterly dividend of $1.38. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. Union Pacific’s dividend payout ratio is 45.99%.

Wall Street Analysts Forecast Growth

UNP has been the topic of several recent analyst reports. TD Cowen reiterated a “buy” rating and issued a $325.00 price target (up from $282.00) on shares of Union Pacific in a research note on Friday, July 24th. Evercore restated an “outperform” rating and set a $294.00 price objective on shares of Union Pacific in a research note on Thursday, June 25th. Benchmark lifted their price objective on Union Pacific from $325.00 to $335.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Robert W. Baird upped their target price on Union Pacific from $311.00 to $344.00 and gave the company an “outperform” rating in a research report on Monday, July 27th. Finally, UBS Group upgraded Union Pacific from a “neutral” rating to a “buy” rating and increased their target price for the company from $310.00 to $339.00 in a research note on Wednesday, September 16th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, Union Pacific currently has a consensus rating of “Moderate Buy” and a consensus target price of $325.00.

Union Pacific News Roundup

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

• Positive Sentiment: Q3 earnings and revenue beat expectations. Union Pacific reported adjusted EPS of $3.53 versus the $3.47 consensus and revenue of approximately $7.20 billion versus estimates of $7.16 billion. Reported net income rose 16% to $2.1 billion, while reported EPS increased 16% to $3.49. Union Pacific Reports Third Quarter 2026 Results
• Positive Sentiment: Freight volumes and pricing drove record results. Volume increased about 6%, while core pricing, fuel-surcharge revenue and productivity gains more than offset higher fuel, labor and inflation-related costs. The performance reflects improving freight demand and customers shifting more cargo from trucks to rail. US railroad operator Union Pacific’s quarterly profit rises
• Positive Sentiment: Management maintained its growth outlook. Union Pacific affirmed expectations for reported 2026 EPS growth in the high-single-digit range and raised planned 2026 capital spending to $3.5 billion, signaling confidence in demand and investment in network capacity and operations. Union Pacific affirms 2026 EPS growth outlook
• Positive Sentiment: The proposed Norfolk Southern combination remains a potential long-term catalyst. CEO Vincenzo Vena said he is highly confident the mega-merger will receive regulatory approval, although approval is not yet assured. Union Pacific CEO discusses merger approval
• Neutral Sentiment: Analyst Stephens raised its Union Pacific price target to $352 from $340, reinforcing positive sentiment after the earnings beat. Stephens raises Union Pacific price target
• Negative Sentiment: Chief Financial Officer Jennifer Hamann plans to retire after 35 years with the company. The transition creates some execution and capital-allocation uncertainty, particularly as Union Pacific pursues the proposed merger. Union Pacific CFO Jennifer Hamann to retire

About Union Pacific

Union Pacific Corporation (NYSE: UNP) is a transportation company that operates one of the largest freight railroad networks in the United States. Through its Union Pacific Railroad subsidiary, the company moves goods across the western two-thirds of the country, connecting major agricultural, industrial, energy, population and port markets.

Union Pacific transports a broad range of commodities and products, including agricultural goods, automotive shipments, chemicals, coal, industrial products, forest products and intermodal containers.