Arrowstreet Capital Limited Partnership Sells 792,216 Shares of Union Pacific Corporation $UNP

Arrowstreet Capital Limited Partnership reduced its stake in Union Pacific Corporation (NYSE:UNP) by 24.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,444,520 shares of the railroad operator’s stock after selling 792,216 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Union Pacific were worth $593,089,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also bought and sold shares of the company. Cambient Family Office LLC acquired a new position in shares of Union Pacific in the 4th quarter valued at approximately $1,319,000. First National Bank of Omaha raised its holdings in Union Pacific by 35.8% during the 4th quarter. First National Bank of Omaha now owns 54,635 shares of the railroad operator’s stock worth $12,665,000 after buying an additional 14,399 shares during the period. North Dakota State Investment Board acquired a new stake in Union Pacific during the 4th quarter worth approximately $4,746,000. Sage Investment Advisers LLC bought a new position in Union Pacific in the fourth quarter valued at approximately $997,000. Finally, Dorato Capital Management acquired a new position in shares of Union Pacific in the fourth quarter valued at approximately $1,408,000. 80.38% of the stock is currently owned by institutional investors.

Union Pacific Stock Performance

Shares of UNP stock opened at $304.28 on Friday. Union Pacific Corporation has a 12 month low of $210.84 and a 12 month high of $315.99. The company’s fifty day simple moving average is $274.38 and its 200-day simple moving average is $257.97. The firm has a market cap of $180.65 billion, a PE ratio of 25.06, a P/E/G ratio of 3.06 and a beta of 0.96. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53.

Union Pacific (NYSE:UNP) last announced its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.25 by $0.16. The company had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 billion. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The business’s revenue was up 11.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.03 EPS. Equities research analysts expect that Union Pacific Corporation will post 12.62 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were paid a $1.38 dividend. The ex-dividend date was Friday, May 29th. This represents a $5.52 dividend on an annualized basis and a yield of 1.8%. Union Pacific’s dividend payout ratio (DPR) is currently 45.47%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on UNP shares. Stephens raised shares of Union Pacific to a “strong-buy” rating in a research report on Wednesday, July 8th. BMO Capital Markets reaffirmed a “market perform” rating and issued a $285.00 price objective (up from $278.00) on shares of Union Pacific in a research report on Friday, April 24th. Royal Bank Of Canada reiterated an “outperform” rating and set a $289.00 target price (up from $273.00) on shares of Union Pacific in a report on Friday, April 24th. JPMorgan Chase & Co. boosted their price target on Union Pacific from $275.00 to $304.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Finally, Barclays reaffirmed an “overweight” rating and set a $315.00 price objective (up from $285.00) on shares of Union Pacific in a research report on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $303.35.

Insider Activity at Union Pacific

In other news, EVP Eric J. Gehringer sold 2,991 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the transaction, the executive vice president directly owned 43,012 shares in the company, valued at $11,353,447.52. The trade was a 6.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.22% of the stock is currently owned by company insiders.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: Union Pacific beat Q2 earnings and revenue estimates, signaling improving railroad fundamentals and better-than-expected operating performance.
• Positive Sentiment: Management highlighted efficiency gains, stronger volumes, and pricing power, which supports the case for continued profit growth. Union Pacific Reports Second Quarter 2026 Results
• Positive Sentiment: Bank of America raised its price target on UNP from $301 to $334 and reiterated a buy rating, reinforcing bullish analyst sentiment.
• Positive Sentiment: Union Pacific and CN reached a settlement tied to the proposed Norfolk Southern deal, reducing one layer of regulatory friction and improving the merger’s strategic outlook.

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.