Union Pacific Corporation $UNP Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp lessened its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 0.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,443,848 shares of the railroad operator’s stock after selling 41,079 shares during the period. Bank of New York Mellon Corp owned approximately 0.75% of Union Pacific worth $1,050,392,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in UNP. Envestnet Portfolio Solutions Inc. raised its stake in shares of Union Pacific by 10.6% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 93,337 shares of the railroad operator’s stock valued at $21,475,000 after buying an additional 8,925 shares during the last quarter. Commerzbank Aktiengesellschaft FI grew its holdings in Union Pacific by 26.4% during the second quarter. Commerzbank Aktiengesellschaft FI now owns 23,875 shares of the railroad operator’s stock worth $5,494,000 after acquiring an additional 4,980 shares during the period. Union Bancaire Privee UBP SA raised its position in Union Pacific by 9.8% during the third quarter. Union Bancaire Privee UBP SA now owns 52,849 shares of the railroad operator’s stock valued at $12,492,000 after acquiring an additional 4,707 shares in the last quarter. CX Institutional lifted its holdings in Union Pacific by 39.8% in the third quarter. CX Institutional now owns 65,826 shares of the railroad operator’s stock valued at $15,559,000 after acquiring an additional 18,742 shares during the period. Finally, Pacific Capital Partners Ltd acquired a new position in Union Pacific in the third quarter valued at approximately $1,664,000. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Union Pacific Trading Up 0.8%

Shares of Union Pacific stock opened at $232.70 on Wednesday. The company has a current ratio of 0.75, a quick ratio of 0.60 and a debt-to-equity ratio of 1.75. Union Pacific Corporation has a twelve month low of $204.66 and a twelve month high of $256.28. The firm has a market capitalization of $138.03 billion, a PE ratio of 19.77, a P/E/G ratio of 2.66 and a beta of 0.99. The firm’s 50-day moving average price is $231.66 and its 200 day moving average price is $226.74.

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

Union Pacific Dividend Announcement

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

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 Analysts Forecast Growth

UNP has been the topic of a number of analyst reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Union Pacific in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft set a $245.00 price target on shares of Union Pacific in a research report on Thursday, December 11th. Susquehanna reiterated a “buy” rating on shares of Union Pacific in a research report on Monday, January 19th. The Goldman Sachs Group restated a “neutral” rating and set a $267.00 target price on shares of Union Pacific in a research report on Tuesday. Finally, JPMorgan Chase & Co. lifted their price target on Union Pacific from $267.00 to $270.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. 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 company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $258.36.

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.