Maj Invest Holding A S Acquires 156,041 Shares of Union Pacific Corporation $UNP

Maj Invest Holding A S grew its stake in Union Pacific Corporation (NYSE:UNP) by 41.1% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 535,773 shares of the railroad operator’s stock after purchasing an additional 156,041 shares during the quarter. Union Pacific makes up about 4.3% of Maj Invest Holding A S’s holdings, making the stock its 13th largest position. Maj Invest Holding A S owned approximately 0.09% of Union Pacific worth $126,640,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently made changes to their positions in UNP. Howard Hughes Medical Institute purchased a new stake in Union Pacific in the 2nd quarter valued at about $30,000. Financial Gravity Companies Inc. bought a new position in Union Pacific during the second quarter valued at $31,000. Total Investment Management Inc. purchased a new stake in Union Pacific in the 2nd quarter worth about $31,000. Access Investment Management LLC purchased a new position in shares of Union Pacific in the second quarter worth about $32,000. Finally, Sagard Holdings Management Inc. purchased a new position in Union Pacific in the 2nd quarter valued at approximately $33,000. 80.38% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have commented on UNP shares. Susquehanna restated a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. TD Cowen reaffirmed a “buy” rating on shares of Union Pacific in a report on Friday, October 24th. UBS Group set a $253.00 target price on Union Pacific and gave the stock a “neutral” rating in a research report on Friday, October 3rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Union Pacific in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada set a $280.00 price target on shares of Union Pacific in a research note on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat.com, Union Pacific has an average rating of “Moderate Buy” and a consensus target price of $258.18.

Union Pacific Stock Performance

Shares of NYSE:UNP opened at $231.12 on Tuesday. The company has a current ratio of 0.75, a quick ratio of 0.60 and a debt-to-equity ratio of 1.75. The company has a 50-day moving average price of $231.42 and a 200-day moving average price of $226.76. The company has a market cap of $137.09 billion, a price-to-earnings ratio of 19.64, a price-to-earnings-growth ratio of 2.65 and a beta of 0.99. Union Pacific Corporation has a 12 month low of $204.66 and a 12 month high of $256.84.

Union Pacific Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 30th. Investors of record on Friday, December 5th were paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Friday, December 5th. Union Pacific’s dividend payout ratio is presently 46.90%.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Union Pacific reported fourth-quarter and full-year 2025 results: a “record-breaking” year with best-ever safety, service and operating metrics, reported net income up ~6%, EPS up ~8% and an improved operating ratio — results that support earnings growth and margin progress. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: High-profile commentary: Jim Cramer highlighted Union Pacific and the rail group as part of the market’s “hottest” sector, which can boost retail interest and near-term flow into UNP. Jim Cramer Highlights Union Pacific’s Merger
• Neutral Sentiment: Corporate branding/PR: Union Pacific announced a coast‑to‑coast “Big Boy” steam tour for America’s 250th — positive for reputation and public engagement but unlikely to affect near‑term fundamentals. Union Pacific’s Big Boy to Celebrate America’s 250th Birthday with Historic Coast-to-Coast Tour
• Neutral Sentiment: Earnings coverage/expectations: Analysts and market trackers (Zacks, TipRanks, Polymarket) flagged UNP among names to watch for Q4 results and market odds on beats — increased volatility possible around guidance/metrics vs. expectations. Watch These 4 Transportation Stocks for Q4 Earnings: Beat or Miss?
• Neutral Sentiment: Investor access to detail: Recent earnings transcripts (Q2, Q3) were posted — useful for parsing management commentary on volumes, fuel/maintenance costs and merger/regulatory outlook. Union Pacific (UNP) Q2 2025 Earnings Transcript
• Negative Sentiment: Regulatory setback risk: Susquehanna warned shares could face near‑term pressure after the U.S. Surface Transportation Board rejected Union Pacific’s proposed merger with Norfolk Southern (decision issued “without prejudice”) — this keeps execution risk and regulatory uncertainty elevated. Union Pacific (UNP) Faces Near-Term Pressure After Merger Setback, Susquehanna Says

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.