New York State Teachers Retirement System Sells 8,594 Shares of Union Pacific Corporation $UNP

New York State Teachers Retirement System lessened its position in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 1.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 448,048 shares of the railroad operator's stock after selling 8,594 shares during the quarter. New York State Teachers Retirement System owned approximately 0.08% of Union Pacific worth $103,642,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Stephens Consulting LLC increased its stake in Union Pacific by 48.4% in the fourth quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator's stock valued at $31,000 after acquiring an additional 44 shares during the period. Prestige Wealth Management Group LLC raised its position in Union Pacific by 1.4% in the third quarter. Prestige Wealth Management Group LLC now owns 3,186 shares of the railroad operator's stock worth $753,000 after purchasing an additional 45 shares in the last quarter. Keebeck Wealth Management lifted its stake in Union Pacific by 1.7% during the third quarter. Keebeck Wealth Management now owns 2,691 shares of the railroad operator's stock worth $636,000 after purchasing an additional 45 shares during the period. U.S. Capital Wealth Advisors LLC lifted its stake in Union Pacific by 0.9% during the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 4,988 shares of the railroad operator's stock worth $1,154,000 after purchasing an additional 45 shares during the period. Finally, Silver Oak Securities Incorporated boosted its holdings 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 purchasing an additional 46 shares in the last quarter. 80.38% of the stock is currently owned by institutional investors.

Union Pacific Stock Performance

NYSE:UNP opened at $269.81 on Friday. The stock has a market capitalization of $160.19 billion, a P/E ratio of 22.22, a price-to-earnings-growth ratio of 2.81 and a beta of 0.96. The company has a current ratio of 0.92, a quick ratio of 0.73 and a debt-to-equity ratio of 1.53. Union Pacific Corporation has a 1 year low of $210.84 and a 1 year high of $274.79. The firm has a 50 day moving average of $252.18 and a 200-day moving average of $239.33.

Union Pacific (NYSE:UNP - Get Free Report) last released its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 EPS for the quarter, topping analysts' consensus estimates of $2.86 by $0.07. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The business had revenue of $6.22 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same period in the prior year, the company earned $2.70 EPS. Union Pacific's revenue for the quarter was up 3.2% on a year-over-year basis. As a group, sell-side analysts anticipate that Union Pacific Corporation will post 12.53 EPS for the current fiscal year.

Union Pacific Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th were paid a $1.38 dividend. The ex-dividend date was Friday, February 27th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.0%. Union Pacific's dividend payout ratio (DPR) is 45.47%.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: The companies refiled an amended merger application with the Surface Transportation Board that adds traffic data from all Class I railroads and clarifies metrics regulators requested — a procedural step that keeps the deal moving forward and reduces near-term filing uncertainty. UP, NS refile merger applications with STB
• Positive Sentiment: Union Pacific and Norfolk Southern’s amended filing projects roughly $3.5 billion in annual shipper savings and frames the transaction as creating a transcontinental railroad — messaging that supports the strategic rationale and potential long‑term revenue/cost synergies if approved. Creating America's First Transcontinental Railroad: Amended STB Merger Application
• Positive Sentiment: Analysts and investors are also upbeat after UNP’s Q1 beat and subsequent price‑target upgrades from firms including Citi, Raymond James and Barclays — these help underpin the stock’s move as sell‑side support raises upside expectations. Is Union Pacific (UNP) the Best Harvard University Stock Pick?
• Neutral Sentiment: The WSJ and other outlets note the revised filing states the merged railroad would hold about a 39–40% U.S. market share — a factual update investors will use to reassess concentration risk and potential STB scrutiny. Union Pacific, Norfolk Southern Refile Rail-Merger Application
• Neutral Sentiment: Industry forums and STB engagement (e.g., upcoming symposiums) signal the review process will be high‑profile and drawn out; that raises timeline uncertainty but also transparency on regulatory expectations. STB chairman, industry leaders to headline Future of Rail Symposium
• Negative Sentiment: Canadian National (CNI) publicly says the amended application still fails to address competitive harms and argues remedies are inadequate — a credible challenger that increases the chance regulators will require stronger conditions or block aspects of the deal. CN Says Union Pacific-Norfolk Southern Merger Fails To Address Competitive Harms
• Negative Sentiment: Rival railroads, unions and newly formed anti‑merger groups have organized to oppose the transaction — coordinated external opposition raises legal/regulatory risk and could prolong or materially alter deal terms. Rails rivals, unions unite to block the Norfolk Southern-Union Pacific merger
• Negative Sentiment: Recent insider selling (including the CFO’s sale disclosed April 24) may concern some investors about timing of liquidity or tax planning, adding a modest near‑term negative signal. Union Pacific NYSE: UNP CFO Sells $549,400.00 in Stock

Insider Activity at Union Pacific

In related news, EVP Eric J. Gehringer sold 1,999 shares of Union Pacific stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $234.93, for a total value of $469,625.07. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Jennifer L. Hamann sold 2,000 shares of the stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $274.70, for a total transaction of $549,400.00. Following the sale, the chief financial officer directly owned 114,642 shares in the company, valued at approximately $31,492,157.40. This represents a 1.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 31,386 shares of company stock valued at $8,461,716 over the last ninety days. 0.22% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. JPMorgan Chase & Co. upped their price objective on Union Pacific from $267.00 to $275.00 and gave the company a "neutral" rating in a research note on Friday, April 24th. BMO Capital Markets reaffirmed a "market perform" rating and issued a $285.00 price target (up from $278.00) on shares of Union Pacific in a research note on Friday, April 24th. Evercore reiterated an "outperform" rating and issued a $277.00 price target on shares of Union Pacific in a research report on Friday, April 24th. Wells Fargo & Company reiterated an "overweight" rating and set a $300.00 price objective (up from $260.00) on shares of Union Pacific in a research note on Friday, April 24th. Finally, UBS Group restated a "neutral" rating and issued a $274.00 target price (up from $253.00) on shares of Union Pacific in a research note on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $279.55.

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.

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