Union Pacific Corporation $UNP Holdings Decreased by Cambiar Investors LLC

Cambiar Investors LLC lessened its holdings in Union Pacific Corporation (NYSE:UNP) by 4.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 232,970 shares of the railroad operator’s stock after selling 11,053 shares during the quarter. Union Pacific comprises 2.5% of Cambiar Investors LLC’s portfolio, making the stock its 5th largest position. Cambiar Investors LLC’s holdings in Union Pacific were worth $55,067,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of UNP. Howard Capital Management Group LLC grew its position in Union Pacific by 2.0% during the 3rd quarter. Howard Capital Management Group LLC now owns 2,252 shares of the railroad operator’s stock valued at $532,000 after purchasing an additional 45 shares during the last quarter. St. Johns Investment Management Company LLC raised its holdings in shares of Union Pacific by 1.6% during the second quarter. St. Johns Investment Management Company LLC now owns 3,012 shares of the railroad operator’s stock valued at $693,000 after purchasing an additional 46 shares during the last quarter. Hanson & Doremus Investment Management raised its stake in Union Pacific by 2.5% during the 3rd quarter. Hanson & Doremus Investment Management now owns 1,880 shares of the railroad operator’s stock valued at $444,000 after buying an additional 46 shares during the last quarter. Silver Oak Securities Incorporated increased its position in Union Pacific by 4.5% during the third quarter. Silver Oak Securities Incorporated now owns 1,065 shares of the railroad operator’s stock valued at $252,000 after acquiring an additional 46 shares during the last quarter. Finally, Schubert & Co increased its position in shares of Union Pacific by 1.9% during the 2nd quarter. Schubert & Co now owns 2,511 shares of the railroad operator’s stock valued at $578,000 after purchasing an additional 47 shares during the last quarter. 80.38% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Union Pacific

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

• Positive Sentiment: Company reported a record year with higher net income and EPS growth; management said 2025 delivered best-ever safety, service and operating results — a bullish signal for long-term performance. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 profit rose (nearly 7% in some reports) driven by higher pricing and fuel surcharge revenue, which helped margins despite lower volumes — this helps explain upside in the stock as investors reward pricing power. Railroad operator Union Pacific’s quarterly profit rises
• Neutral Sentiment: Earnings call provided the 2026 outlook and highlighted both opportunities (transcontinental project, service improvements) and headwinds (regulatory review); the guidance tone is mixed and will shape near-term sentiment. Union Pacific Earnings Call: Records, Headwinds and 2026 Outlook
• Negative Sentiment: Q4 revenue fell ~0.6% year-over-year and reported EPS missed some consensus estimates (reported ~$2.86 vs. consensus near $2.92); cash from operations weakened — items that can pressure short-term multiple expansion. Union Pacific’s Q4 Earnings & Revenues Lag Estimates, Down Y/Y
• Negative Sentiment: Regulatory and merger uncertainty (Surface Transportation Board decision tied to the Norfolk Southern deal) and signs of operating-profit pressure/operating-ratio deterioration add near-term risk and could cap upside until clarity arrives. Union Pacific (UNP) Faces Near-Term Pressure After Merger Setback, Susquehanna Says

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on UNP shares. JPMorgan Chase & Co. boosted their price objective on shares of Union Pacific from $267.00 to $270.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. Weiss Ratings reissued a “hold (c+)” rating on shares of Union Pacific in a report on Wednesday, January 21st. TD Cowen reiterated a “buy” rating on shares of Union Pacific in a report on Friday, October 24th. Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. Finally, Royal Bank Of Canada set a $280.00 target price on shares of Union Pacific in a report on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $258.36.

Union Pacific Stock Performance

Shares of UNP stock opened at $232.70 on Wednesday. Union Pacific Corporation has a 52-week low of $204.66 and a 52-week high of $256.28. The company’s 50 day moving average is $231.66 and its 200 day moving average is $226.74. The firm has a market cap of $138.03 billion, a price-to-earnings ratio of 19.77, a PEG ratio of 2.66 and a beta of 0.99. The company has a quick ratio of 0.60, a current ratio of 0.75 and a debt-to-equity ratio of 1.75.

Union Pacific (NYSE:UNP) last released its quarterly earnings results on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). Union Pacific had a net margin of 28.73% and a return on equity of 42.23%. The firm had revenue of $6.09 billion during the quarter, compared to the consensus estimate of $6.15 billion. During the same quarter in the prior year, the business posted $2.91 earnings per share. The firm’s quarterly revenue was down .6% on a year-over-year basis. On average, sell-side analysts anticipate that Union Pacific Corporation will post 11.99 EPS for the current fiscal year.

Union Pacific Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 30th. Investors of record on Friday, December 5th were paid a $1.38 dividend. The ex-dividend date was Friday, December 5th. This represents a $5.52 dividend on an annualized basis and a yield of 2.4%. Union Pacific’s dividend payout ratio (DPR) is 46.90%.

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.