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

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

Several other institutional investors and hedge funds also recently added to or reduced their stakes in UNP. Tucker Asset Management LLC purchased a new position in shares of Union Pacific in the fourth quarter worth about $25,000. SWAN Capital LLC raised its holdings in Union Pacific by 2,575.0% in the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after acquiring an additional 103 shares during the last quarter. Cornerstone Financial Management LLC acquired a new stake in Union Pacific in the 4th quarter valued at about $27,000. Scarborough Advisors LLC purchased a new position in Union Pacific in the 1st quarter worth approximately $27,000. Finally, Merkkuri Wealth Advisors LLC acquired a new position in shares of Union Pacific during the 1st quarter worth approximately $29,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

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

Insiders Place Their Bets

In related news, EVP Eric J. Gehringer sold 2,991 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total value of $789,504.36. Following the completion of the transaction, the executive vice president directly owned 43,012 shares of the company’s stock, valued at $11,353,447.52. This represents a 6.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.22% of the stock is currently owned by insiders.

Union Pacific Stock Down 1.0%

Shares of NYSE:UNP opened at $307.45 on Friday. The firm has a market capitalization of $182.65 billion, a PE ratio of 24.89, a price-to-earnings-growth ratio of 3.17 and a beta of 0.96. Union Pacific Corporation has a 1 year low of $210.84 and a 1 year high of $315.99. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.82. The firm’s 50-day moving average is $290.07 and its two-hundred day moving average is $269.54.

Union Pacific (NYSE:UNP) last posted its quarterly earnings data 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 net margin of 28.85% and a return on equity of 38.46%. The business had revenue of $6.86 billion during the quarter, compared to analyst estimates of $6.72 billion. During the same quarter last year, the firm posted $3.03 earnings per share. The business’s revenue for the quarter was up 11.5% compared to the same quarter last year. Analysts predict that Union Pacific Corporation will post 12.93 EPS for the current year.

Union Pacific Increases Dividend

The firm also recently announced 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 a boost from Union Pacific’s previous quarterly dividend of $1.38. The ex-dividend date of this dividend is Monday, August 31st. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. Union Pacific’s dividend payout ratio is 45.99%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on UNP shares. Weiss Ratings raised Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Royal Bank Of Canada reiterated an “outperform” rating and set a $339.00 price target (up from $289.00) on shares of Union Pacific in a report on Friday, July 24th. The Goldman Sachs Group set a $317.00 price target on shares of Union Pacific and gave the company a “neutral” rating in a research report on Thursday, July 23rd. BMO Capital Markets restated a “market perform” rating and set a $320.00 price objective (up from $285.00) on shares of Union Pacific in a research report on Friday, July 24th. Finally, Erste Group Bank assumed coverage on shares of Union Pacific in a research note on Thursday. They set a “buy” rating on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, Union Pacific has a consensus rating of “Moderate Buy” and a consensus price target of $320.89.

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.