Allworth Financial LP Sells 2,433 Shares of Union Pacific Corporation $UNP

Allworth Financial LP lowered its holdings in Union Pacific Corporation (NYSE:UNP) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 53,065 shares of the railroad operator’s stock after selling 2,433 shares during the period. Allworth Financial LP’s holdings in Union Pacific were worth $12,543,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Caitlin John LLC acquired a new position in shares of Union Pacific during the 3rd quarter worth about $27,000. Howard Hughes Medical Institute acquired a new stake in Union Pacific in the 2nd quarter valued at about $30,000. Total Investment Management Inc. bought a new position in Union Pacific during the second quarter worth about $31,000. Quarry LP bought a new position in Union Pacific during the third quarter worth about $34,000. Finally, Sagard Holdings Management Inc. acquired a new position in Union Pacific during the second quarter worth approximately $33,000. 80.38% of the stock is currently owned by institutional investors and hedge funds.

Union Pacific Stock Performance

NYSE:UNP opened at $234.30 on Friday. The stock has a 50 day simple moving average of $247.17 and a 200 day simple moving average of $234.19. The stock has a market cap of $139.03 billion, a P/E ratio of 19.57, a PEG ratio of 2.58 and a beta of 0.95. Union Pacific Corporation has a 1-year low of $204.66 and a 1-year high of $268.14. The company has a current ratio of 0.91, a quick ratio of 0.75 and a debt-to-equity ratio of 1.64.

Union Pacific (NYSE:UNP) last issued its quarterly earnings data on Tuesday, January 27th. The railroad operator reported $2.86 EPS for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. The firm had revenue of $6.09 billion during the quarter, compared to analyst estimates of $6.15 billion. During the same period in the prior year, the company earned $2.91 earnings per share. The business’s quarterly revenue was down .6% compared to the same quarter last year. Research analysts anticipate that Union Pacific Corporation will post 11.99 earnings per share for the current year.

Union Pacific Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, February 27th will be given a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Friday, February 27th. Union Pacific’s dividend payout ratio (DPR) is currently 46.12%.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Evercore upgraded UNP from “in-line” to “outperform” and set a $262 price target, signaling analyst confidence and providing upside support for the stock. Finviz: Evercore Upgrade
• Positive Sentiment: Recent articles highlight UNP as an attractive dividend stock — reinforcing income-oriented demand for the shares given the firm’s payout profile and cash-generation history. Why Union Pacific (UNP) is a Great Dividend Stock Right Now
• Neutral Sentiment: Wall Street analyst coverage is active (roundups and calls on UNP), which keeps the stock in focus but so far provides mixed incremental impact. Sandisk, Union Pacific, Five Below: Top Analyst Calls
• Neutral Sentiment: UNP presented at the JPMorgan Industrials Conference (transcript available); investor events can clarify strategy but haven’t materially shifted consensus yet. Union Pacific Presents at JPMorgan Industrials Conference 2026 — Transcript
• Negative Sentiment: Zacks flagged volume pressure at Union Pacific, which directly pressures near-term revenue and earnings growth — a primary reason investors are cautious. The Zacks Analyst Blog Highlights Merck, TotalEnergies and Union Pacific
• Negative Sentiment: The Surface Transportation Board has requested additional, detailed information on the proposed UP–NS transcontinental merger, adding regulatory uncertainty and the potential for delays or conditions that could weigh on strategic upside. Regulator wants additional, detailed information on UP-NS rail merger

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on UNP. Robert W. Baird set a $311.00 price objective on Union Pacific and gave the company an “outperform” rating in a research report on Friday, March 6th. Barclays reissued an “overweight” rating and set a $285.00 target price (up from $270.00) on shares of Union Pacific in a report on Tuesday, December 16th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $267.00 price target on shares of Union Pacific in a report on Tuesday, January 27th. BMO Capital Markets reaffirmed a “market perform” rating and set a $295.00 price objective on shares of Union Pacific in a research report on Thursday, February 19th. Finally, Weiss Ratings upgraded shares of Union Pacific from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, Union Pacific currently has a consensus rating of “Moderate Buy” and a consensus target price of $264.86.

Union Pacific Company 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.