Ballentine Partners LLC Sells 3,522 Shares of Union Pacific Corporation $UNP

Ballentine Partners LLC trimmed its stake in shares of Union Pacific Corporation (NYSE:UNP) by 21.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,686 shares of the railroad operator’s stock after selling 3,522 shares during the quarter. Ballentine Partners LLC’s holdings in Union Pacific were worth $2,999,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Howard Hughes Medical Institute purchased a new stake in shares of Union Pacific in the second quarter worth about $30,000. Financial Gravity Companies Inc. purchased a new position in Union Pacific during the second quarter valued at approximately $31,000. Total Investment Management Inc. bought a new stake in Union Pacific during the 2nd quarter worth approximately $31,000. Access Investment Management LLC purchased a new stake in Union Pacific in the 2nd quarter worth approximately $32,000. Finally, Sagard Holdings Management Inc. bought a new position in Union Pacific in the 2nd quarter valued at $33,000. Institutional investors own 80.38% of the company’s stock.

Union Pacific Stock Down 2.0%

Shares of UNP opened at $227.89 on Thursday. Union Pacific Corporation has a 1 year low of $204.66 and a 1 year high of $253.20. The company has a debt-to-equity ratio of 1.64, a current ratio of 0.91 and a quick ratio of 0.60. The stock has a 50 day simple moving average of $231.79 and a two-hundred day simple moving average of $226.75. The firm has a market cap of $135.18 billion, a P/E ratio of 19.36, a P/E/G ratio of 2.68 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 EPS for the quarter, missing the consensus estimate of $2.92 by ($0.06). The business had revenue of $6.09 billion for the quarter, compared to the consensus estimate of $6.15 billion. Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. Union Pacific’s revenue for the quarter was down .6% on a year-over-year basis. During the same period in the prior year, the business posted $2.91 EPS. On average, analysts forecast that Union Pacific Corporation will post 11.99 earnings per share for the current fiscal year.

Union Pacific Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 30th. Stockholders of record on Friday, December 5th were issued a $1.38 dividend. The ex-dividend date was Friday, December 5th. This represents a $5.52 annualized dividend and a dividend yield of 2.4%. Union Pacific’s payout ratio is currently 46.90%.

Union Pacific News Roundup

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

• Positive Sentiment: Company highlighted record results for the year and said safety, service and operating results improved — management called 2025 a record year, which supports confidence in long-term earnings power. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Some analysts keep bullish stances or constructive outlooks (TD Cowen reiterated a Buy with a $255 PT), signaling continued analyst support and upside potential versus current levels. TD Cowen reiterates Buy
• Neutral Sentiment: Dividend profile: analysts and outlets are highlighting UNP as an attractive dividend stock, which may support steady investor demand even amid near-term swings. This is Why Union Pacific is a Great Dividend Stock
• Neutral Sentiment: Earnings were mixed across reports and metrics: revenue was slightly down year-over-year and results were reported as marginally missing some consensus figures, while other summaries show EPS strength depending on adjustments — leaving interpretation dependent on which metrics investors prioritize. Q4 Earnings & Revenues Lag Estimates
• Negative Sentiment: JPMorgan trimmed its price target from $270 to $265 and moved to a Neutral rating — a clear signal of reduced conviction from a major house and a direct driver of selling pressure. JPMorgan Lowers Price Target
• Negative Sentiment: Operational and volume headwinds: reports note worsening operating ratio, softer volumes, and weaker cash from operations alongside higher capital spending — these factors raise concern about near-term margin and free-cash-flow trajectories. Quarterly Profit Rises Amid Volume Headwinds

Analysts Set New Price Targets

Several research analysts have recently weighed in on UNP shares. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Union Pacific in a report on Wednesday, January 21st. TD Cowen decreased their target price on Union Pacific from $257.00 to $255.00 and set a “buy” rating on the stock in a research note on Wednesday. BMO Capital Markets set a $255.00 price target on Union Pacific in a research report on Wednesday, January 7th. UBS Group set a $253.00 price objective on shares of Union Pacific and gave the stock a “neutral” rating in a research report on Friday, October 3rd. Finally, Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, Union Pacific currently has a consensus rating of “Moderate Buy” and an average price target of $258.32.

Union Pacific 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.