Bessemer Group Inc. Decreases Stock Position in Union Pacific Corporation $UNP

Bessemer Group Inc. trimmed its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 3.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 629,916 shares of the railroad operator’s stock after selling 23,673 shares during the quarter. Bessemer Group Inc.’s holdings in Union Pacific were worth $145,713,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. AustralianSuper Pty Ltd raised its position in shares of Union Pacific by 71.3% during the 4th quarter. AustralianSuper Pty Ltd now owns 5,810 shares of the railroad operator’s stock valued at $1,344,000 after buying an additional 2,419 shares in the last quarter. Thrivent Financial for Lutherans raised its position in shares of Union Pacific by 0.4% during the 4th quarter. Thrivent Financial for Lutherans now owns 135,709 shares of the railroad operator’s stock valued at $31,482,000 after buying an additional 521 shares in the last quarter. Arbejdsmarkedets Tillaegspension purchased a new stake in shares of Union Pacific during the 4th quarter valued at about $23,235,000. Meridian Financial Partners LLC raised its position in shares of Union Pacific by 4.9% during the 4th quarter. Meridian Financial Partners LLC now owns 5,082 shares of the railroad operator’s stock valued at $1,166,000 after buying an additional 236 shares in the last quarter. Finally, New York Life Investment Management LLC raised its position in shares of Union Pacific by 1.0% during the 4th quarter. New York Life Investment Management LLC now owns 81,305 shares of the railroad operator’s stock valued at $18,807,000 after buying an additional 790 shares in the last quarter. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Union Pacific Stock Performance

Union Pacific stock opened at $269.06 on Friday. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.92 and a quick ratio of 0.73. Union Pacific Corporation has a 1-year low of $210.84 and a 1-year high of $274.79. The firm has a market capitalization of $159.74 billion, a P/E ratio of 22.16, a price-to-earnings-growth ratio of 2.81 and a beta of 0.99. The company’s 50-day moving average is $252.20 and its 200 day moving average is $241.86.

Union Pacific (NYSE:UNP) last posted its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, topping 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 period in the prior year, the company posted $2.70 EPS. The firm’s revenue for the quarter was up 3.2% on a year-over-year basis. Research analysts forecast that Union Pacific Corporation will post 12.53 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on UNP shares. Raymond James Financial set a $310.00 target price on shares of Union Pacific in a research report on Friday, April 24th. JPMorgan Chase & Co. upped their target price on shares of Union Pacific from $267.00 to $275.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Robert W. Baird set a $311.00 target price on shares of Union Pacific and gave the company an “outperform” rating in a research report on Friday, March 6th. Citigroup restated a “buy” rating and set a $307.00 target price (up from $285.00) on shares of Union Pacific in a research report on Friday, April 24th. Finally, Benchmark upped their target price on shares of Union Pacific from $275.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $279.55.

Trending Headlines about Union Pacific

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

• Positive Sentiment: Union Pacific declared a quarterly dividend of $1.38 per share, signaling continued cash generation and a shareholder-friendly capital return policy. Union Pacific Corporation Declares Second Quarter 2026 Dividend
• Positive Sentiment: Bernstein reaffirmed its Buy rating on Union Pacific, which can help support sentiment around the stock. Bernstein Sticks to Its Buy Rating for Union Pacific (UNP)
• Positive Sentiment: Union Pacific executives are scheduled to speak at upcoming investor conferences, keeping the company visible to the market and giving management another venue to discuss strategy and outlook. Union Pacific Corporation CEO Jim Vena to Address the RBC Canadian Industrials Conference
• Neutral Sentiment: Coverage highlighting Union Pacific as one of the railroad names likely to stand out in a challenged industry is supportive, but the broader backdrop still includes high fuel costs, tariff tensions, and supply-chain disruptions. 3 Railroad Stocks to Watch From the Challenging Industry
• Neutral Sentiment: A separate industry outlook from Zacks made a similar point, but it mainly frames UNP as relatively resilient rather than pointing to a specific near-term earnings catalyst. 3 Railroad Stocks to Watch From the Challenging Industry
• Neutral Sentiment: Union Pacific and Norfolk Southern defended their revised merger application as “comprehensive and complete,” which keeps merger speculation in focus but does not yet change fundamentals on its own. UP-NS say revised merger application is ‘comprehensive and complete’

Insider Buying and Selling

In related news, EVP Kenyatta G. Rocker sold 27,387 shares of the 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 sale, the executive vice president directly owned 61,102 shares of the company’s stock, valued at $16,605,079.52. This represents a 30.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Jennifer L. Hamann sold 2,000 shares of the company’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $274.70, for a total transaction of $549,400.00. Following the completion of the transaction, the chief financial officer owned 114,642 shares in the company, valued at $31,492,157.40. This represents a 1.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 31,386 shares of company stock valued at $8,461,716 in the last ninety days. 0.22% of the stock is owned by company insiders.

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.