B. Metzler seel. Sohn & Co. AG cut its holdings in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 12.3% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 136,622 shares of the railroad operator's stock after selling 19,137 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in Union Pacific were worth $37,161,000 as of its most recent SEC filing.
Several other hedge funds have also made changes to their positions in the business. Tucker Asset Management LLC purchased a new position in Union Pacific in the fourth quarter valued at $25,000. SWAN Capital LLC increased its holdings in Union Pacific by 2,575.0% during the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator's stock worth $25,000 after purchasing an additional 103 shares during the period. Cornerstone Financial Management LLC purchased a new stake in Union Pacific during the 4th quarter worth about $27,000. Scarborough Advisors LLC acquired a new stake in Union Pacific in the 1st quarter valued at about $27,000. Finally, Merkkuri Wealth Advisors LLC acquired a new stake in Union Pacific in the 1st quarter valued at about $29,000. Institutional investors and hedge funds own 80.38% of the company's stock.
Union Pacific News Roundup
Here are the key news stories impacting Union Pacific this week:
- Positive Sentiment: Analyst upgrade supports near-term optimism. Zacks upgraded Union Pacific to Rank #2 (Buy), citing improving earnings prospects that could attract additional investor interest. Zacks Union Pacific rating upgrade
- Positive Sentiment: Union Pacific continues to outperform the broader market. Coverage indicates UNP has beaten the S&P 500 over the past year, with analysts remaining moderately optimistic about its outlook. Union Pacific versus the S&P 500
- Positive Sentiment: Some analysts see earnings growth ahead. Erste Group Bank maintained a Buy rating and projected EPS of $13.08 for fiscal 2026 and $14.20 for fiscal 2027, with the latter above the current consensus estimate of roughly $13.01. Union Pacific analyst estimates
- Neutral Sentiment: Merger and railroad execution remain important catalysts. Recent management commentary addressed the state of Union Pacific’s railroad and progress on the proposed Southern merger. The updates may influence long-term growth expectations, but the supplied reports do not identify a definitive new financial impact. Union Pacific railroad and merger update
- Negative Sentiment: Valuation appears close to fair value. After a roughly 51% five-year total return, a DCF analysis places intrinsic value only slightly below UNP’s current price. That suggests limited margin of safety and may encourage profit-taking despite the company’s strong operating record. Union Pacific fair value analysis
Wall Street Analysts Forecast Growth
A number of brokerages have recently commented on UNP. Barclays reissued an "overweight" rating and set a $350.00 price objective (up from $315.00) on shares of Union Pacific in a research report on Friday, July 24th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $339.00 target price (up from $289.00) on shares of Union Pacific in a report on Friday, July 24th. Susquehanna lifted their price target on shares of Union Pacific from $305.00 to $333.00 and gave the stock a "positive" rating in a research note on Tuesday, July 14th. Raymond James Financial reiterated a "strong-buy" rating on shares of Union Pacific in a research note on Monday, July 13th. Finally, The Goldman Sachs Group set a $317.00 price target on shares of Union Pacific and gave the stock a "neutral" rating in a report on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $320.89.
View Our Latest Research Report on UNP
Union Pacific Price Performance
Shares of NYSE UNP opened at $290.24 on Thursday. The stock's 50-day simple moving average is $293.12 and its 200-day simple moving average is $270.59. The firm has a market capitalization of $172.42 billion, a PE ratio of 23.50, a price-to-earnings-growth ratio of 2.89 and a beta of 0.96. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $315.99. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.82 and a current ratio of 0.99.
Union Pacific (NYSE:UNP - Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.26 by $0.15. The firm had revenue of $6.86 billion during the quarter, compared to the consensus estimate of $6.72 billion. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The firm's quarterly revenue was up 11.5% compared to the same quarter last year. During the same period in the prior year, the company posted $3.03 earnings per share. As a group, equities research analysts forecast that Union Pacific Corporation will post 13.02 EPS for the current fiscal year.
Union Pacific Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, August 31st will be paid a dividend of $1.42 per share. The ex-dividend date is Monday, August 31st. This represents a $5.68 annualized dividend and a yield of 2.0%. This is an increase from Union Pacific's previous quarterly dividend of $1.38. Union Pacific's dividend payout ratio (DPR) is 45.99%.
Union Pacific Profile
(
Free Report)
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.
Further Reading
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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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