Twin Capital Management Inc. Sells 3,795 Shares of Union Pacific Corporation $UNP

Twin Capital Management Inc. trimmed its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 53.4% during the 1st quarter, HoldingsChannel.com reports. The firm owned 3,306 shares of the railroad operator’s stock after selling 3,795 shares during the quarter. Twin Capital Management Inc.’s holdings in Union Pacific were worth $802,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of UNP. Harel Insurance Investments & Financial Services Ltd. bought a new stake in Union Pacific in the 1st quarter worth about $146,000. Ethos Financial Group LLC raised its position in Union Pacific by 26.5% in the 1st quarter. Ethos Financial Group LLC now owns 1,459 shares of the railroad operator’s stock worth $353,000 after buying an additional 306 shares during the last quarter. SouthState Bank Corp lifted its stake in Union Pacific by 0.8% during the 1st quarter. SouthState Bank Corp now owns 53,775 shares of the railroad operator’s stock valued at $13,047,000 after acquiring an additional 435 shares during the period. Advisors Preferred LLC lifted its stake in Union Pacific by 74.3% during the 1st quarter. Advisors Preferred LLC now owns 2,086 shares of the railroad operator’s stock valued at $506,000 after acquiring an additional 889 shares during the period. Finally, Sanctuary Advisors LLC boosted its holdings in shares of Union Pacific by 4.7% during the 1st quarter. Sanctuary Advisors LLC now owns 109,248 shares of the railroad operator’s stock valued at $26,506,000 after acquiring an additional 4,874 shares during the last quarter. Institutional investors own 80.38% of the company’s stock.

Insider Activity

In other news, EVP Eric J. Gehringer sold 2,991 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total value of $789,504.36. Following the completion of the sale, the executive vice president directly owned 43,012 shares in the company, valued at $11,353,447.52. This represents a 6.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CFO Jennifer L. Hamann sold 2,000 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $274.70, for a total value of $549,400.00. Following the completion of the transaction, the chief financial officer directly owned 114,642 shares in the company, valued at approximately $31,492,157.40. This represents a 1.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 32,378 shares of company stock valued at $8,781,595 in the last 90 days. Company insiders own 0.22% of the company’s stock.

Analysts Set New Price Targets

UNP has been the subject of a number of research analyst reports. Wells Fargo & Company lifted their price target on shares of Union Pacific from $300.00 to $315.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 8th. UBS Group restated a “neutral” rating and set a $274.00 price objective (up from $253.00) on shares of Union Pacific in a research report on Friday, April 24th. TD Cowen raised their target price on shares of Union Pacific from $256.00 to $282.00 and gave the stock a “buy” rating in a report on Friday, April 24th. Evercore reaffirmed an “outperform” rating and issued a $294.00 target price on shares of Union Pacific in a research report on Thursday, June 25th. Finally, 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 research note on Friday, April 24th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, Union Pacific presently has an average rating of “Moderate Buy” and an average target price of $299.11.

Union Pacific News Roundup

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

• Positive Sentiment: Citizens initiated coverage of Union Pacific as a transportation top pick and set a $350 price target, adding to the bullish analyst backdrop. Citizens launches transportation coverage, names FedEx a top large-cap pick
• Positive Sentiment: Wells Fargo reiterated its Buy rating on Union Pacific, reinforcing investor confidence ahead of next week’s earnings report. Wells Fargo Sticks to Their Buy Rating for Union Pacific (UNP)
• Positive Sentiment: Several reports say Union Pacific’s upcoming second-quarter results may show earnings growth and could potentially beat expectations, which is supporting pre-earnings buying. Union Pacific (UNP) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Positive Sentiment: Union Pacific said it will report second-quarter 2026 earnings on July 23, giving investors a near-term catalyst to watch. Union Pacific Corporation Announces Second Quarter 2026 Earnings Release Date
• Positive Sentiment: Rocky Mountain Steel Mills opened a new $1.2 billion rail mill and delivered the first stick of rail to Union Pacific, which may support future rail supply reliability. Union Pacific Receives First Stick of Long Rail as Rocky Mountain Steel Mills Opens New Rail Mill
• Neutral Sentiment: Analysts have generally been constructive on Union Pacific recently, with several firms lifting targets, though this is mostly reinforcing existing sentiment rather than changing the story. Why Union Pacific (UNP) Stock Is Up Today
• Negative Sentiment: J.P. Morgan recently downgraded Union Pacific to Hold, which could limit some upside even as broader sentiment remains positive. Union Pacific (UNP) Gets a Hold from J.P. Morgan

Union Pacific Trading Up 3.7%

Union Pacific stock opened at $299.11 on Friday. The business has a 50-day simple moving average of $271.19 and a two-hundred day simple moving average of $255.68. The company has a market cap of $177.59 billion, a P/E ratio of 24.64, a P/E/G ratio of 3.02 and a beta of 0.96. Union Pacific Corporation has a 52-week low of $210.84 and a 52-week high of $300.06. 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 issued its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, topping the consensus estimate of $2.86 by $0.07. The firm had revenue of $6.22 billion for the quarter, compared to analysts’ expectations of $6.12 billion. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. The business’s quarterly revenue was up 3.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.70 EPS. Analysts predict that Union Pacific Corporation will post 12.62 EPS for the current year.

Union Pacific Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th were given a dividend of $1.38 per share. The ex-dividend date of this dividend was Friday, May 29th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.8%. Union Pacific’s payout ratio is presently 45.47%.

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.