Gateway Wealth Partners LLC Makes New $620,000 Investment in Union Pacific Corporation $UNP

Gateway Wealth Partners LLC bought a new position in shares of Union Pacific Corporation (NYSE:UNP) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,557 shares of the railroad operator’s stock, valued at approximately $620,000.

A number of other hedge funds have also modified their holdings of the business. Capital World Investors grew its stake in Union Pacific by 92.1% during the 4th quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock valued at $4,658,142,000 after acquiring an additional 9,655,306 shares in the last quarter. Norges Bank acquired a new stake in Union Pacific in the 4th quarter valued at about $1,779,907,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Union Pacific by 72.7% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock worth $2,169,168,000 after purchasing an additional 3,861,636 shares in the last quarter. Capital Research Global Investors lifted its stake in Union Pacific by 26.0% in the 4th quarter. Capital Research Global Investors now owns 10,980,904 shares of the railroad operator’s stock worth $2,540,105,000 after purchasing an additional 2,267,708 shares in the last quarter. Finally, Baupost Group LLC MA acquired a new position in shares of Union Pacific during the 3rd quarter worth approximately $353,658,000. 80.38% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

UNP has been the subject of a number of analyst reports. TD Cowen restated a “buy” rating and issued a $325.00 price target (up from $282.00) on shares of Union Pacific in a research report on Friday, July 24th. Evercore reiterated an “outperform” rating and set a $294.00 price objective on shares of Union Pacific in a research report on Thursday, June 25th. Raymond James Financial reissued a “strong-buy” rating on shares of Union Pacific in a research note on Monday, July 13th. Barclays restated an “overweight” rating and issued a $350.00 target price (up from $315.00) on shares of Union Pacific in a report on Friday, July 24th. Finally, Stephens raised Union Pacific to a “strong-buy” rating in a research note on Wednesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, Union Pacific currently has an average rating of “Moderate Buy” and an average price target of $320.89.

Union Pacific Stock Performance

Union Pacific stock opened at $289.15 on Friday. The firm has a 50 day simple moving average of $277.08 and a 200-day simple moving average of $260.33. The stock has a market cap of $171.78 billion, a price-to-earnings ratio of 23.41, a price-to-earnings-growth ratio of 2.99 and a beta of 0.96. 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 $210.84 and a 1-year high of $315.99.

Union Pacific (NYSE:UNP) last released its quarterly earnings results 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 firm had revenue of $6.86 billion for the quarter, compared to analyst estimates of $6.72 billion. During the same quarter in the previous year, the company earned $3.03 EPS. The business’s revenue for the quarter was up 11.5% compared to the same quarter last year. On average, analysts expect that Union Pacific Corporation will post 12.9 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. Shareholders of record on Monday, August 31st will be paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a yield of 2.0%. This is a positive change from Union Pacific’s previous quarterly dividend of $1.38. The ex-dividend date of this dividend is Monday, August 31st. Union Pacific’s payout ratio is 44.70%.

Insider Transactions at Union Pacific

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific stock in a transaction 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 sale, the executive vice president owned 43,012 shares in the company, valued at $11,353,447.52. The trade was a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.22% of the stock is currently owned by company insiders.

Key Union Pacific News

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

• Positive Sentiment: Union Pacific increased its quarterly dividend by 3% to $1.42 per share, payable September 30 to shareholders of record August 31. The company has now paid common-stock dividends for 127 consecutive years, reinforcing its shareholder-return profile. Union Pacific Corporation Announces 3% Dividend Increase for Third Quarter 2026
• Positive Sentiment: Recent coverage highlights Union Pacific’s earnings beat, improving rail volumes and continued merger momentum. The company’s latest reported quarter included adjusted earnings of $3.41 per share versus a $3.26 estimate, with revenue up 11.5% year over year to $6.86 billion.
• Positive Sentiment: Hedge-fund preference for Union Pacific over Canadian Pacific, along with Bernstein maintaining a Buy rating and Baird raising its price target to $344, supports the bullish view that the railroad’s earnings outlook and proposed Norfolk Southern combination could create substantial long-term value. Hedge Funds Favor Union Pacific Over Canadian Pacific
• Neutral Sentiment: Union Pacific and Norfolk Southern executives say recent additions to their merger application address competition concerns and would improve service, lower costs and shift freight from trucks to rail. Approval remains uncertain, making the deal a potentially significant but unresolved catalyst. CEOs of UP and NS Discuss Rail Merger Filing
• Negative Sentiment: BNSF’s CEO continues to argue that Union Pacific’s proposed approximately $85 billion merger with Norfolk Southern would be anticompetitive and could increase transcontinental rates and prices. The criticism underscores the regulatory and political obstacles that may be pressuring the stock today. BNSF CEO Assails New Rail Merger Filing
• Negative Sentiment: At roughly 23 times earnings and near its one-year high, Union Pacific’s valuation leaves less room for disappointment. Investors may be taking profits while awaiting clearer evidence that the merger can overcome opposition and secure regulatory approval.

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.