Union Pacific Corporation $UNP Stock Sold by Community Bank of Raymore

Key Points

• Community Bank of Raymore reduced its Union Pacific stake by 24.1% in the third quarter, selling 4,000 shares and retaining 12,609 shares valued at approximately $3.43 million. Institutional investors overall own 80.38% of UNP.
• Union Pacific reported stronger-than-expected third-quarter results, with adjusted EPS of $3.53 and revenue of $7.20 billion. Management maintained its high-single-digit 2026 EPS-growth outlook and raised planned capital spending to about $3.5 billion.
• The stock recently traded at $292.85, while analysts maintain a generally positive outlook with a “Moderate Buy” consensus and an average price target of $325.78. Key risks include regulatory and execution uncertainty surrounding the Norfolk Southern merger, increased investment needs and an upcoming CFO transition.

Community Bank of Raymore lowered its holdings in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 24.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,609 shares of the railroad operator's stock after selling 4,000 shares during the period. Union Pacific makes up 1.9% of Community Bank of Raymore's investment portfolio, making the stock its 16th largest holding. Community Bank of Raymore's holdings in Union Pacific were worth $3,431,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of UNP. Norris Perne & French LLP MI raised its stake in shares of Union Pacific by 120.0% in the third quarter. Norris Perne & French LLP MI now owns 132,209 shares of the railroad operator's stock worth $35,978,000 after purchasing an additional 72,110 shares during the last quarter. Signaturefd LLC lifted its holdings in shares of Union Pacific by 4.5% during the third quarter. Signaturefd LLC now owns 14,364 shares of the railroad operator's stock valued at $3,909,000 after purchasing an additional 624 shares in the last quarter. Simplicity Wealth LLC lifted its holdings in shares of Union Pacific by 2.2% during the third quarter. Simplicity Wealth LLC now owns 9,621 shares of the railroad operator's stock valued at $2,618,000 after purchasing an additional 208 shares in the last quarter. Carolina Wealth Advisors LLC boosted its position in shares of Union Pacific by 3.3% during the third quarter. Carolina Wealth Advisors LLC now owns 11,323 shares of the railroad operator's stock valued at $3,081,000 after buying an additional 363 shares during the last quarter. Finally, NTV Asset Management LLC boosted its position in shares of Union Pacific by 6.0% during the third quarter. NTV Asset Management LLC now owns 1,755 shares of the railroad operator's stock valued at $478,000 after buying an additional 100 shares during the last quarter. Hedge funds and other institutional investors own 80.38% of the company's stock.

Key Headlines Impacting 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 1.8%

Shares of UNP opened at $292.85 on Friday. The business's 50 day moving average is $287.40 and its 200 day moving average is $278.28. The company has a current ratio of 1.16, a quick ratio of 0.82 and a debt-to-equity ratio of 1.32. Union Pacific Corporation has a 12-month low of $215.53 and a 12-month high of $315.99. The company has a market capitalization of $173.97 billion, a PE ratio of 22.83, a price-to-earnings-growth ratio of 2.90 and a beta of 0.95.

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

Union Pacific Increases Dividend

The business also recently announced 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 is an increase from Union Pacific's previous quarterly dividend of $1.38. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Monday, August 31st. Union Pacific's payout ratio is presently 44.27%.

Analyst Ratings Changes

A number of brokerages have weighed in on UNP. Weiss Ratings raised Union Pacific from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, October 9th. Robert W. Baird raised their price target on shares of Union Pacific from $311.00 to $344.00 and gave the company an "outperform" rating in a report on Monday, July 27th. Barclays reaffirmed an "overweight" rating and set a $350.00 price target (up from $315.00) on shares of Union Pacific in a report on Friday, July 24th. Citigroup reiterated a "market outperform" rating on shares of Union Pacific in a research note on Friday. Finally, Wells Fargo & Company reissued an "overweight" rating and set a $335.00 price objective (up from $315.00) on shares of Union Pacific in a report on Friday, July 24th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, Union Pacific has an average rating of "Moderate Buy" and an average price target of $325.78.

Union Pacific Company 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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