Union Pacific Corporation $UNP Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp decreased its stake in shares of Union Pacific Corporation (NYSE:UNP) by 0.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,443,848 shares of the railroad operator’s stock after selling 41,079 shares during the quarter. Bank of New York Mellon Corp’s holdings in Union Pacific were worth $1,050,392,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Howard Hughes Medical Institute purchased a new position in shares of Union Pacific during the 2nd quarter worth $30,000. Total Investment Management Inc. acquired a new stake in Union Pacific during the second quarter worth about $31,000. Financial Gravity Companies Inc. purchased a new position in Union Pacific during the second quarter worth about $31,000. Access Investment Management LLC acquired a new position in Union Pacific in the 2nd quarter valued at about $32,000. Finally, Sagard Holdings Management Inc. purchased a new stake in shares of Union Pacific in the 2nd quarter valued at approximately $33,000. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Key Union Pacific News

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

• Positive Sentiment: Company reported a record year with higher net income and EPS growth; management said 2025 delivered best-ever safety, service and operating results — a bullish signal for long-term performance. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 profit rose (nearly 7% in some reports) driven by higher pricing and fuel surcharge revenue, which helped margins despite lower volumes — this helps explain upside in the stock as investors reward pricing power. Railroad operator Union Pacific’s quarterly profit rises
• Neutral Sentiment: Earnings call provided the 2026 outlook and highlighted both opportunities (transcontinental project, service improvements) and headwinds (regulatory review); the guidance tone is mixed and will shape near-term sentiment. Union Pacific Earnings Call: Records, Headwinds and 2026 Outlook
• Negative Sentiment: Q4 revenue fell ~0.6% year-over-year and reported EPS missed some consensus estimates (reported ~$2.86 vs. consensus near $2.92); cash from operations weakened — items that can pressure short-term multiple expansion. Union Pacific’s Q4 Earnings & Revenues Lag Estimates, Down Y/Y
• Negative Sentiment: Regulatory and merger uncertainty (Surface Transportation Board decision tied to the Norfolk Southern deal) and signs of operating-profit pressure/operating-ratio deterioration add near-term risk and could cap upside until clarity arrives. Union Pacific (UNP) Faces Near-Term Pressure After Merger Setback, Susquehanna Says

Wall Street Analysts Forecast Growth

Several analysts have recently commented on UNP shares. Citigroup set a $264.00 price target on shares of Union Pacific and gave the company a “buy” rating in a research report on Thursday, January 8th. TD Cowen restated a “buy” rating on shares of Union Pacific in a research report on Friday, October 24th. The Goldman Sachs Group reiterated a “neutral” rating and set a $267.00 price target on shares of Union Pacific in a report on Tuesday. JPMorgan Chase & Co. boosted their price objective on shares of Union Pacific from $267.00 to $270.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Union Pacific in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $258.36.

Union Pacific Price Performance

UNP stock opened at $232.70 on Wednesday. The business’s fifty day moving average price is $231.66 and its 200 day moving average price is $226.74. Union Pacific Corporation has a 12-month low of $204.66 and a 12-month high of $256.28. The company has a current ratio of 0.75, a quick ratio of 0.60 and a debt-to-equity ratio of 1.75. The company has a market capitalization of $138.03 billion, a PE ratio of 19.77, a P/E/G ratio of 2.66 and a beta of 0.99.

Union Pacific (NYSE:UNP) last released its earnings results on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share for the quarter, missing the consensus estimate of $2.92 by ($0.06). The firm had revenue of $6.09 billion during the quarter, compared to analyst estimates of $6.15 billion. Union Pacific had a net margin of 28.73% and a return on equity of 42.23%. The business’s revenue was down .6% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.91 earnings per share. On average, sell-side analysts anticipate that Union Pacific Corporation will post 11.99 EPS for the current year.

Union Pacific Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 30th. Investors of record on Friday, December 5th were paid a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend was Friday, December 5th. Union Pacific’s dividend payout ratio is presently 46.90%.

Union Pacific Company Profile

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.