Union Pacific Corporation $UNP Holdings Boosted by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management increased its Union Pacific stake by 20.4% in the third quarter, bringing its holdings to 25,535 shares valued at approximately $6.95 million. Institutional investors collectively own 80.38% of the company.
• Union Pacific’s latest quarterly results exceeded expectations, with earnings of $3.53 per share and revenue of $7.20 billion; revenue rose 15.3% year over year.
• The company raised its quarterly dividend to $1.42 per share, equivalent to an annualized $5.68 payout and a 1.9% yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $325.78.

Robeco Institutional Asset Management B.V. boosted its holdings in Union Pacific Corporation (NYSE:UNP - Free Report) by 20.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 25,535 shares of the railroad operator's stock after purchasing an additional 4,327 shares during the quarter. Robeco Institutional Asset Management B.V.'s holdings in Union Pacific were worth $6,949,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of UNP. State Street Corp increased its position in shares of Union Pacific by 4.9% during the second quarter. State Street Corp now owns 27,890,598 shares of the railroad operator's stock worth $7,586,243,000 after acquiring an additional 1,302,732 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of Union Pacific by 0.4% in the second quarter. Bank of America Corp DE now owns 14,527,563 shares of the railroad operator's stock valued at $3,951,497,000 after purchasing an additional 64,492 shares in the last quarter. Royal Bank of Canada lifted its holdings in shares of Union Pacific by 0.5% in the first quarter. Royal Bank of Canada now owns 4,617,313 shares of the railroad operator's stock valued at $1,120,251,000 after purchasing an additional 23,698 shares in the last quarter. Legal & General Group Plc bought a new position in shares of Union Pacific in the second quarter valued at approximately $1,193,135,000. Finally, Canada Pension Plan Investment Board bought a new position in shares of Union Pacific in the second quarter valued at approximately $1,094,677,000. Institutional investors own 80.38% of the company's stock.

Union Pacific Trading Down 1.8%

Shares of Union Pacific stock opened at $292.85 on Friday. The firm has a market cap of $173.97 billion, a PE ratio of 22.83, a P/E/G ratio of 2.90 and a beta of 0.95. Union Pacific Corporation has a 1 year low of $215.53 and a 1 year high of $315.99. The company has a debt-to-equity ratio of 1.32, a current ratio of 1.16 and a quick ratio of 0.82. The stock has a fifty day moving average price of $287.40 and a 200-day moving average price of $278.28.

Union Pacific (NYSE:UNP - Get Free Report) last issued its quarterly earnings results on Thursday, October 22nd. The railroad operator reported $3.53 earnings per share for the quarter, topping analysts' consensus estimates of $3.47 by $0.06. The company had revenue of $7.20 billion for the quarter, compared to the consensus estimate of $7.16 billion. Union Pacific had a net margin of 28.90% and a return on equity of 37.54%. The firm's quarterly revenue was up 15.3% on a year-over-year basis. During the same period in the previous year, the firm earned $3.08 EPS. Equities research analysts anticipate that Union Pacific Corporation will post 13.13 EPS for the current year.

Union Pacific Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st were paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Monday, August 31st. This is an increase from Union Pacific's previous quarterly dividend of $1.38. Union Pacific's dividend payout ratio (DPR) is 44.27%.

Trending Headlines about Union Pacific

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

• Positive Sentiment: Q3 earnings exceeded expectations: Union Pacific reported adjusted EPS of $3.53 versus the $3.47 consensus and revenue of $7.20 billion versus $7.16 billion expected. Adjusted profit rose 15% year over year, supported by 6% volume growth, pricing gains, fuel surcharges and improved productivity despite higher costs. Reuters: US railroad operator Union Pacific's quarterly profit rises
• Positive Sentiment: Management maintained its outlook: The railroad reaffirmed expectations for high-single-digit reported EPS growth in 2026 and raised planned 2026 capital expenditures to approximately $3.5 billion, signaling confidence in demand and network investment. Union Pacific affirms 2026 EPS growth outlook
• Positive Sentiment: Analyst support increased: Citigroup raised its price target to $348 and kept a Buy rating, while Stephens lifted its target to $352. StoneX also reiterated its Buy recommendation. Analyst forecasts after Union Pacific Q3 results
• Neutral Sentiment: The Norfolk Southern merger remains a major catalyst: CEO confidence that regulators will approve the transaction supports the long-term growth case, but the proposed deal still requires regulatory review and could create execution and integration risks. Union Pacific CEO merger comments
• Negative Sentiment: Shareholder returns and leadership face pressure: Higher merger-related investment and $3.5 billion of capital spending may limit near-term cash available for dividends, while CFO Jennifer Hamann’s planned retirement after 35 years adds a transition risk. JPMorgan lowered its price target to $321 and maintained a Neutral rating. Union Pacific CFO retirement

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on UNP shares. Wells Fargo & Company reaffirmed an "overweight" rating and set a $335.00 target price (up from $315.00) on shares of Union Pacific in a research report on Friday, July 24th. Benchmark raised their price target on shares of Union Pacific from $325.00 to $335.00 and gave the company a "buy" rating in a research report on Friday, July 24th. Citizens Jmp assumed coverage on shares of Union Pacific in a report on Wednesday, July 15th. They set an "outperform" rating and a $350.00 price target on the stock. BMO Capital Markets reaffirmed a "market perform" rating and issued a $320.00 price objective (up from $285.00) on shares of Union Pacific in a research report on Friday, July 24th. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Union Pacific from $322.00 to $321.00 and set a "neutral" rating for the company in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Union Pacific currently has a consensus rating of "Moderate Buy" and a consensus target price of $325.78.

Union Pacific Profile

Union Pacific Corporation NYSE: UNP is a transportation company that operates one of the largest freight railroad networks in the United States. Through its Union Pacific Railroad subsidiary, the company moves goods across the western two-thirds of the country, connecting major agricultural, industrial, energy, population and port markets.

Union Pacific transports a broad range of commodities and products, including agricultural goods, automotive shipments, chemicals, coal, industrial products, forest products and intermodal containers.

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