Yukon Wealth Management Inc. Buys New Shares in Union Pacific Corporation $UNP

Yukon Wealth Management Inc. purchased a new stake in shares of Union Pacific Corporation (NYSE:UNP) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 11,041 shares of the railroad operator’s stock, valued at approximately $3,003,000. Union Pacific comprises about 0.9% of Yukon Wealth Management Inc.’s investment portfolio, making the stock its 19th largest holding.

Other hedge funds have also recently bought and sold shares of the company. Tucker Asset Management LLC acquired a new stake in shares of Union Pacific in the 4th quarter valued at approximately $25,000. SWAN Capital LLC increased its holdings in Union Pacific by 2,575.0% during the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after buying an additional 103 shares during the last quarter. Cornerstone Financial Management LLC bought a new stake in Union Pacific during the fourth quarter worth $27,000. Scarborough Advisors LLC acquired a new stake in Union Pacific in the first quarter valued at $27,000. Finally, Merkkuri Wealth Advisors LLC bought a new position in shares of Union Pacific in the 1st quarter valued at about $29,000. 80.38% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Citizens Jmp began coverage on shares of Union Pacific in a research note on Wednesday, July 15th. They issued an “outperform” rating and a $350.00 target price for the company. Evercore restated an “outperform” rating and issued a $294.00 price objective on shares of Union Pacific in a research note on Thursday, June 25th. The Goldman Sachs Group set a $317.00 price objective on Union Pacific and gave the company a “neutral” rating in a research report on Thursday, July 23rd. TD Cowen reiterated a “buy” rating and set a $325.00 target price (up from $282.00) on shares of Union Pacific in a research note on Friday, July 24th. Finally, Susquehanna boosted their target price on Union Pacific from $305.00 to $333.00 and gave the stock a “positive” rating in a report on Tuesday, July 14th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Union Pacific has a consensus rating of “Moderate Buy” and a consensus price target of $320.89.

Key Headlines Impacting 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 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 completion of the transaction, the executive vice president directly owned 43,012 shares of the company’s stock, valued at $11,353,447.52. The trade was a 6.50% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.22% of the stock is owned by corporate insiders.

Union Pacific Stock Performance

UNP opened at $307.45 on Friday. 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 business has a fifty day simple moving average of $290.07 and a 200 day simple moving average of $269.54. Union Pacific Corporation has a 1 year low of $210.84 and a 1 year high of $315.99. The company 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 (NYSE:UNP) last posted its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, topping the consensus estimate of $3.26 by $0.15. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The firm had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 billion. During the same quarter last year, the business earned $3.03 EPS. The company’s quarterly revenue was up 11.5% compared to the same quarter last year. Research analysts expect that Union Pacific Corporation will post 12.93 EPS for the current year.

Union Pacific Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, August 31st will be paid a $1.42 dividend. This represents a $5.68 annualized dividend and a dividend yield of 1.8%. This is an increase from Union Pacific’s previous quarterly dividend of $1.38. The ex-dividend date is Monday, August 31st. Union Pacific’s dividend payout ratio is presently 45.99%.

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.