Union Pacific Corporation $UNP Stock Position Lessened by Coastal Bridge Advisors LLC

Coastal Bridge Advisors LLC trimmed its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 25.1% during the second quarter, Holdings Channel.com reports. The firm owned 6,837 shares of the railroad operator’s stock after selling 2,287 shares during the quarter. Coastal Bridge Advisors LLC’s holdings in Union Pacific were worth $1,860,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also modified their holdings of UNP. Acadian Asset Management LLC grew its position in Union Pacific by 40.4% in the 1st quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock valued at $546,000 after buying an additional 665 shares in the last quarter. Schnieders Capital Management LLC. raised its position in shares of Union Pacific by 0.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock worth $4,741,000 after buying an additional 102 shares in the last quarter. Main Street Financial Solutions LLC raised its position in shares of Union Pacific by 1.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 3,733 shares of the railroad operator’s stock worth $859,000 after buying an additional 58 shares in the last quarter. HUB Investment Partners LLC lifted its stake in shares of Union Pacific by 10.0% in the 2nd quarter. HUB Investment Partners LLC now owns 6,091 shares of the railroad operator’s stock worth $1,401,000 after acquiring an additional 554 shares during the period. Finally, Alliancebernstein L.P. lifted its stake in shares of Union Pacific by 7.4% in the 2nd quarter. Alliancebernstein L.P. now owns 1,528,426 shares of the railroad operator’s stock worth $351,660,000 after acquiring an additional 105,664 shares during the period. 80.38% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. Citizens Jmp started coverage on shares of Union Pacific in a report on Wednesday, July 15th. They issued an “outperform” rating and a $350.00 price objective for the company. Royal Bank Of Canada reissued an “outperform” rating and set a $339.00 target price (up from $289.00) on shares of Union Pacific in a report on Friday, July 24th. Wells Fargo & Company restated an “overweight” rating and issued a $335.00 target price (up from $315.00) on shares of Union Pacific in a research report on Friday, July 24th. Citigroup increased their price target on Union Pacific from $326.00 to $349.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Finally, Weiss Ratings upgraded Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $320.89.

Union Pacific Stock Performance

NYSE:UNP opened at $307.45 on Friday. Union Pacific Corporation has a twelve month low of $210.84 and a twelve month high of $315.99. The company has a current ratio of 0.99, a quick ratio of 0.82 and a debt-to-equity ratio of 1.40. The company has a 50-day moving average of $290.07 and a 200-day moving average of $269.54. The firm has a market cap of $182.65 billion, a price-to-earnings ratio of 24.89, a price-to-earnings-growth ratio of 3.17 and a beta of 0.96.

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 the consensus estimate of $3.26 by $0.15. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The company had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 billion. During the same quarter in the previous year, the company posted $3.03 EPS. The business’s revenue was up 11.5% compared to the same quarter last year. Analysts forecast that Union Pacific Corporation will post 12.93 earnings per share for the current fiscal year.

Union Pacific Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Monday, August 31st will be given a $1.42 dividend. This represents a $5.68 annualized dividend and a yield of 1.8%. This is a positive change from Union Pacific’s previous quarterly dividend of $1.38. The ex-dividend date is Monday, August 31st. Union Pacific’s dividend payout ratio (DPR) is presently 45.99%.

Union Pacific News Roundup

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

• Positive Sentiment: Merger application advances: Union Pacific and Norfolk Southern urged the Surface Transportation Board (STB) to reject opponents’ preliminary challenges, arguing that their application satisfies the threshold for a full regulatory review. Progress toward review keeps potential network synergies and long-term growth benefits in focus. Union Pacific, Norfolk Southern defend rail merger application as STB review advances
• Positive Sentiment: Analyst endorsement: Erste Group Bank initiated coverage with a “buy” rating, adding a new bullish view on UNP’s valuation and outlook. Erste Group initiates coverage of Union Pacific
• Positive Sentiment: Dividend appeal: Union Pacific was highlighted as a railroad with a solid five-year dividend-growth record, supporting its appeal to income-oriented investors. Recent coverage also pointed to the dividend and second-quarter 2026 earnings as factors supporting the outlook. 2 Dividend-Paying Stocks From the Railroad Industry to Consider
• Neutral Sentiment: Investor-event watch: CEO Jim Vena and CFO Jennifer Hamann will participate in a Bernstein Research virtual fireside chat on September 1. Management commentary on merger timing, volumes, pricing, costs and rail efficiency could provide a near-term trading catalyst. Union Pacific CEO and CFO to Participate in Bernstein Fireside Chat
• Negative Sentiment: Execution and regulatory risks remain: Coverage described a fresh test for Union Pacific’s rail efficiency, while the merger still faces STB scrutiny and opposition. These issues may be limiting enthusiasm even as the companies argue the application merits full review. Union Pacific Faces a Fresh Test of Rail Efficiency

Insider Transactions at Union Pacific

In other Union Pacific 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 transaction, the executive vice president owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. This represents a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.22% of the company’s stock.

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.