Union Pacific Corporation $UNP Stock: Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Increases Stake

Key Points

• Loring Wolcott & Coolidge Fiduciary Advisors increased its Union Pacific stake by 2.2% in the third quarter, adding 5,275 shares to reach 248,382 shares valued at approximately $67.6 million. Institutional investors collectively own 80.38% of the company.
• Union Pacific reported third-quarter adjusted EPS of $3.53 and revenue of $7.20 billion, exceeding analyst expectations, while profit increased 15% year over year. Management maintained its outlook for high-single-digit EPS growth in 2026 and raised planned capital spending to about $3.5 billion.
• The company raised its quarterly dividend to $1.42 per share, equivalent to an annualized $5.68 and a 1.9% yield. Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $325.78, although the Norfolk Southern merger and increased spending present execution and shareholder-return risks.

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA lifted its holdings in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 2.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 248,382 shares of the railroad operator's stock after purchasing an additional 5,275 shares during the period. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA's holdings in Union Pacific were worth $67,592,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in UNP. State Street Corp boosted its holdings in shares of Union Pacific by 4.9% in the 2nd 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 last quarter. Bank of America Corp DE grew its position in Union Pacific by 0.4% during 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 buying an additional 64,492 shares during the period. Legal & General Group Plc purchased a new stake in Union Pacific during the second quarter worth about $1,193,135,000. Royal Bank of Canada increased its holdings in Union Pacific by 0.5% during the first quarter. Royal Bank of Canada now owns 4,617,313 shares of the railroad operator's stock worth $1,120,251,000 after buying an additional 23,698 shares during the last quarter. Finally, Canada Pension Plan Investment Board purchased a new stake in Union Pacific during the second quarter worth about $1,094,677,000. 80.38% of the stock is currently owned by institutional investors.

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

Union Pacific Stock Down 0.0%

UNP stock opened at $292.85 on Monday. The stock has a fifty day moving average of $287.40 and a 200-day moving average of $278.51. Union Pacific Corporation has a fifty-two week low of $215.53 and a fifty-two week high of $315.99. The company has a market capitalization of $174.02 billion, a price-to-earnings ratio of 22.83, a PEG ratio of 2.89 and a beta of 0.95. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.99 and a current ratio of 1.16.

Union Pacific (NYSE:UNP - Get Free Report) last announced its quarterly earnings data on Thursday, October 22nd. The railroad operator reported $3.53 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.47 by $0.06. Union Pacific had a return on equity of 37.54% and a net margin of 28.90%. The business had revenue of $7.20 billion for the quarter, compared to analysts' expectations of $7.16 billion. During the same period in the previous year, the business posted $3.08 EPS. The firm's quarterly revenue was up 15.3% compared to the same quarter last year. As a group, equities research analysts predict that Union Pacific Corporation will post 13.13 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. Shareholders of record on Monday, August 31st were given a dividend of $1.42 per share. This is a boost from Union Pacific's previous quarterly dividend of $1.38. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date was Monday, August 31st. Union Pacific's dividend payout ratio (DPR) is 44.27%.

Analysts Set New Price Targets

Several analysts have commented on the stock. Royal Bank Of Canada set a $328.00 price objective on shares of Union Pacific in a research report on Friday. Benchmark increased their target price 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. Barclays reissued an "overweight" rating and set a $350.00 target price (up from $315.00) on shares of Union Pacific in a research report on Friday, July 24th. Bank of America raised their price target on shares of Union Pacific from $301.00 to $334.00 and gave the stock a "buy" rating in a research note on Thursday, July 23rd. Finally, Robert W. Baird lifted their price target on shares of Union Pacific from $311.00 to $344.00 and gave the stock an "outperform" rating in a report on Monday, July 27th. Two investment 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 stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target 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.

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.