James T. Borello RIA Buys New Stake in Union Pacific Corporation $UNP

James T. Borello RIA purchased a new stake in Union Pacific Corporation (NYSE:UNP) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,931 shares of the railroad operator’s stock, valued at approximately $525,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. State Street Corp boosted its holdings in shares of Union Pacific by 4.9% in the 2nd quarter. State Street Corp now owns 27,890,598 shares of the railroad operator’s stock valued at $7,586,243,000 after buying an additional 1,302,732 shares in the last quarter. Bank of America Corp DE grew its position in shares of Union Pacific by 0.4% in the 2nd quarter. Bank of America Corp DE now owns 14,527,563 shares of the railroad operator’s stock valued at $3,951,497,000 after buying an additional 64,492 shares during the last quarter. Invesco Ltd. raised its stake in Union Pacific by 5.1% during the 4th quarter. Invesco Ltd. now owns 6,885,560 shares of the railroad operator’s stock worth $1,592,768,000 after acquiring an additional 334,435 shares in the last quarter. Legal & General Group Plc acquired a new stake in Union Pacific during the 2nd quarter worth $1,193,135,000. Finally, Royal Bank of Canada raised its stake in Union Pacific by 0.5% during the 1st quarter. Royal Bank of Canada now owns 4,617,313 shares of the railroad operator’s stock worth $1,120,251,000 after acquiring an additional 23,698 shares in the last quarter. 80.38% of the stock is owned by institutional investors and hedge funds.

Union Pacific Stock Performance

Shares of Union Pacific stock traded up $0.27 during trading on Friday, reaching $288.98. The company’s stock had a trading volume of 2,657,650 shares, compared to its average volume of 2,569,502. The company has a 50-day moving average price of $287.73 and a two-hundred day moving average price of $276.60. The firm has a market cap of $171.67 billion, a PE ratio of 23.40, a P/E/G ratio of 2.87 and a beta of 0.95. Union Pacific Corporation has a fifty-two week low of $215.53 and a fifty-two week high of $315.99. The company has a current ratio of 0.99, a quick ratio of 0.82 and a debt-to-equity ratio of 1.40.

Union Pacific (NYSE:UNP) last issued its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, topping analysts’ consensus estimates of $3.26 by $0.15. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The firm had revenue of $6.86 billion during the quarter, compared to analysts’ expectations of $6.72 billion. During the same quarter in the prior year, the business earned $3.03 EPS. Union Pacific’s quarterly revenue was up 11.5% compared to the same quarter last year. On average, analysts forecast that Union Pacific Corporation will post 13.05 EPS for the current year.

Union Pacific Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st were issued a $1.42 dividend. 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 dividend on an annualized basis and a dividend yield of 2.0%. Union Pacific’s dividend payout ratio is currently 45.99%.

Trending Headlines about Union Pacific

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

• Positive Sentiment: Analysts expect Union Pacific to deliver earnings growth and potentially exceed estimates this season. Zacks cites favorable earnings-surprise indicators for UNP, which could support the stock if confirmed by the company’s October 22 results. 4 Transportation Stocks Likely to Deliver an Earnings Beat This Season
• Positive Sentiment: Recent coverage highlights UNP’s extensive rail network and economic moat, which support pricing power, durable cash generation and its dividend. The stock has also posted strong longer-term gains, reflecting investor confidence in the railroad’s business quality. 3 Dividend Stocks With Economic Moats
• Neutral Sentiment: Union Pacific will release third-quarter results on October 22 before the market opens, followed by a management conference call. The event is a near-term catalyst, with investors likely seeking updates on freight demand, operating performance, cash flow and the Norfolk Southern deal. Union Pacific Announces Third Quarter 2026 Earnings Release Date
• Neutral Sentiment: Valuation commentary is mixed. UNP has delivered strong recent and multiyear returns and is trading near estimates of fair value, while investors are assessing whether expected future cash flows justify the current valuation and the risks associated with the proposed Norfolk Southern transaction. Union Pacific Stock Trades Near Fair Value After Cash Flow Review
• Negative Sentiment: Chief Financial Officer Jennifer Hamann plans to retire in early 2027. Although the transition is not immediate, the announcement introduces leadership uncertainty and is the main reason for near-term pressure on UNP shares. The company has announced a search for her successor. Union Pacific CFO Jennifer Hamann to Retire

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. Evercore reissued an “outperform” rating and issued a $294.00 price target on shares of Union Pacific in a research report on Thursday, June 25th. Citizens Jmp initiated coverage on Union Pacific in a report on Wednesday, July 15th. They set an “outperform” rating and a $350.00 price objective on the stock. UBS Group upgraded Union Pacific from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $310.00 to $339.00 in a research report on Wednesday, September 16th. The Goldman Sachs Group set a $317.00 target price on Union Pacific and gave the stock a “neutral” rating in a research report on Thursday, July 23rd. Finally, TD Cowen reissued a “buy” rating and issued a $325.00 target price (up from $282.00) on shares of Union Pacific in a report on Friday, July 24th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $325.00.

Union Pacific Profile

Union Pacific Corporation (NYSE: UNP) is a freight railroad company that operates one of the largest rail networks in North America. Through its principal subsidiary, Union Pacific Railroad, the company provides transportation services for businesses across the western two-thirds of the United States.

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