CIBC Bancorp USA Inc. Purchases New Stake in Union Pacific Corporation $UNP

CIBC Bancorp USA Inc. acquired a new position in shares of Union Pacific Corporation (NYSE:UNP) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 83,036 shares of the railroad operator’s stock, valued at approximately $19,627,000.

A number of other large investors have also recently bought and sold shares of the company. WBI Investments LLC bought a new position in Union Pacific in the 3rd quarter valued at about $1,946,000. Kensington Investment Counsel LLC acquired a new position in shares of Union Pacific in the 3rd quarter valued at approximately $2,696,000. Asset Dedication LLC raised its position in shares of Union Pacific by 81.3% in the 3rd quarter. Asset Dedication LLC now owns 1,028 shares of the railroad operator’s stock valued at $243,000 after buying an additional 461 shares in the last quarter. Caerus Investment Advisors LLC bought a new stake in shares of Union Pacific during the 3rd quarter worth approximately $270,000. Finally, Faithward Advisors LLC lifted its holdings in shares of Union Pacific by 10.4% during the 3rd quarter. Faithward Advisors LLC now owns 2,265 shares of the railroad operator’s stock worth $535,000 after acquiring an additional 213 shares during the period. 80.38% of the stock is currently owned by institutional investors and hedge funds.

More Union Pacific News

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

• Positive Sentiment: Evercore upgraded UNP from “in-line” to “outperform” and set a $262 price target, signaling analyst confidence and providing upside support for the stock. Finviz: Evercore Upgrade
• Positive Sentiment: Recent articles highlight UNP as an attractive dividend stock — reinforcing income-oriented demand for the shares given the firm’s payout profile and cash-generation history. Why Union Pacific (UNP) is a Great Dividend Stock Right Now
• Neutral Sentiment: Wall Street analyst coverage is active (roundups and calls on UNP), which keeps the stock in focus but so far provides mixed incremental impact. Sandisk, Union Pacific, Five Below: Top Analyst Calls
• Neutral Sentiment: UNP presented at the JPMorgan Industrials Conference (transcript available); investor events can clarify strategy but haven’t materially shifted consensus yet. Union Pacific Presents at JPMorgan Industrials Conference 2026 — Transcript
• Negative Sentiment: Zacks flagged volume pressure at Union Pacific, which directly pressures near-term revenue and earnings growth — a primary reason investors are cautious. The Zacks Analyst Blog Highlights Merck, TotalEnergies and Union Pacific
• Negative Sentiment: The Surface Transportation Board has requested additional, detailed information on the proposed UP–NS transcontinental merger, adding regulatory uncertainty and the potential for delays or conditions that could weigh on strategic upside. Regulator wants additional, detailed information on UP-NS rail merger

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Robert W. Baird set a $311.00 price objective on shares of Union Pacific and gave the company an “outperform” rating in a research note on Friday, March 6th. Weiss Ratings upgraded Union Pacific from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 6th. Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a report on Monday, January 19th. Barclays reiterated an “overweight” rating and issued a $285.00 price target (up from $270.00) on shares of Union Pacific in a research note on Tuesday, December 16th. Finally, BMO Capital Markets restated a “market perform” rating and set a $295.00 price objective on shares of Union Pacific in a research report on Thursday, February 19th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $264.86.

Union Pacific Price Performance

Shares of NYSE:UNP opened at $234.30 on Friday. Union Pacific Corporation has a one year low of $204.66 and a one year high of $268.14. The company has a debt-to-equity ratio of 1.64, a current ratio of 0.91 and a quick ratio of 0.75. The company has a market cap of $139.03 billion, a price-to-earnings ratio of 19.57, a PEG ratio of 2.58 and a beta of 0.95. The firm has a 50 day simple moving average of $247.17 and a 200 day simple moving average of $234.19.

Union Pacific (NYSE:UNP) last posted its earnings results on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). The company had revenue of $6.09 billion for the quarter, compared to the consensus estimate of $6.15 billion. Union Pacific had a return on equity of 40.89% and a net margin of 29.12%.The business’s quarterly revenue was down .6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.91 EPS. Research analysts predict that Union Pacific Corporation will post 11.99 earnings per share for the current fiscal year.

Union Pacific Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, February 27th will be issued a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Friday, February 27th. Union Pacific’s dividend payout ratio is presently 46.12%.

About Union Pacific

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.