Union Pacific Corporation $UNP Shares Sold by Investment House LLC

Key Points

• Investment House LLC cut its Union Pacific stake by 43.9% in the third quarter, selling 22,543 shares and retaining 28,798 shares valued at approximately $7.84 million. Institutional investors collectively own 80.38% of the company.
• Union Pacific reported quarterly EPS of $3.53 and revenue of $7.20 billion, exceeding analyst estimates, while revenue rose 15.3% year over year. The company also increased its quarterly dividend to $1.42, equivalent to a 1.9% annual yield.
• Analysts remain broadly positive, with a consensus rating of “Moderate Buy” and a $325 price target versus a recent share price of $298.08. Growth expectations include high-single-digit 2026 EPS growth, though the CFO’s planned retirement and the proposed Norfolk Southern merger introduce execution uncertainty.

Investment House LLC decreased its holdings in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 43.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 28,798 shares of the railroad operator's stock after selling 22,543 shares during the quarter. Investment House LLC's holdings in Union Pacific were worth $7,837,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. State Street Corp lifted its position in 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 buying an additional 1,302,732 shares during the period. Bank of America Corp DE boosted its stake in Union Pacific by 0.4% in the 2nd quarter. Bank of America Corp DE now owns 14,527,563 shares of the railroad operator's stock worth $3,951,497,000 after buying an additional 64,492 shares during the last quarter. Legal & General Group Plc acquired a new stake in Union Pacific in the 2nd quarter worth about $1,193,135,000. Royal Bank of Canada grew its holdings in Union Pacific by 0.5% in the 1st quarter. Royal Bank of Canada now owns 4,617,313 shares of the railroad operator's stock valued at $1,120,251,000 after buying an additional 23,698 shares during the period. Finally, Canada Pension Plan Investment Board purchased a new stake in Union Pacific in the 2nd quarter valued at about $1,094,677,000. Hedge funds and other institutional investors own 80.38% of the company's stock.

Union Pacific Stock Up 3.5%

Shares of NYSE:UNP opened at $298.08 on Friday. The stock has a 50-day simple moving average of $287.41 and a 200-day simple moving average of $278.18. The stock has a market capitalization of $177.08 billion, a P/E ratio of 24.14, a PEG ratio of 2.86 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 1.40, a quick ratio of 0.82 and a current ratio of 0.99.

Union Pacific (NYSE:UNP - Get Free Report) last posted its quarterly earnings results on Thursday, October 22nd. The railroad operator reported $3.53 EPS for the quarter, beating the consensus estimate of $3.47 by $0.06. The firm had revenue of $7.20 billion for the quarter, compared to analyst estimates of $7.16 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. Union Pacific's revenue for the quarter was up 15.3% compared to the same quarter last year. During the same quarter last year, the firm posted $3.08 earnings per share. Equities analysts forecast that Union Pacific Corporation will post 13.05 earnings per share for the current year.

Union Pacific Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st were paid a $1.42 dividend. The ex-dividend date of this dividend was Monday, August 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. This is a boost from Union Pacific's previous quarterly dividend of $1.38. Union Pacific's payout ratio is 45.99%.

Analyst Ratings Changes

UNP has been the subject of a number of research analyst reports. UBS Group raised shares of Union Pacific from a "neutral" rating to a "buy" rating and upped their price objective for the company from $310.00 to $339.00 in a research note on Wednesday, September 16th. Bank of America raised their target price on shares of Union Pacific from $301.00 to $334.00 and gave the stock a "buy" rating in a research report on Thursday, July 23rd. Weiss Ratings upgraded shares of Union Pacific from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, October 9th. Erste Group Bank began coverage on shares of Union Pacific in a report on Thursday, August 27th. They issued a "buy" rating for the company. Finally, TD Cowen reaffirmed a "buy" rating and set a $325.00 price target (up from $282.00) on shares of Union Pacific in a research report on Friday, July 24th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $325.00.

Union Pacific News Summary

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

• Positive Sentiment: Q3 earnings and revenue beat expectations. Union Pacific reported adjusted EPS of $3.53 versus the $3.47 consensus and revenue of approximately $7.20 billion versus estimates of $7.16 billion. Reported net income rose 16% to $2.1 billion, while reported EPS increased 16% to $3.49. Union Pacific Reports Third Quarter 2026 Results
• Positive Sentiment: Freight volumes and pricing drove record results. Volume increased about 6%, while core pricing, fuel-surcharge revenue and productivity gains more than offset higher fuel, labor and inflation-related costs. The performance reflects improving freight demand and customers shifting more cargo from trucks to rail. US railroad operator Union Pacific's quarterly profit rises
• Positive Sentiment: Management maintained its growth outlook. Union Pacific affirmed expectations for reported 2026 EPS growth in the high-single-digit range and raised planned 2026 capital spending to $3.5 billion, signaling confidence in demand and investment in network capacity and operations. Union Pacific affirms 2026 EPS growth outlook
• Positive Sentiment: The proposed Norfolk Southern combination remains a potential long-term catalyst. CEO Vincenzo Vena said he is highly confident the mega-merger will receive regulatory approval, although approval is not yet assured. Union Pacific CEO discusses merger approval
• Neutral Sentiment: Analyst Stephens raised its Union Pacific price target to $352 from $340, reinforcing positive sentiment after the earnings beat. Stephens raises Union Pacific price target
• Negative Sentiment: Chief Financial Officer Jennifer Hamann plans to retire after 35 years with the company. The transition creates some execution and capital-allocation uncertainty, particularly as Union Pacific pursues the proposed merger. Union Pacific CFO Jennifer Hamann to retire

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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