2,406 Union Pacific Corporation $UNP Shares Acquired by Tower View Wealth Management LLC

Tower View Wealth Management LLC grew its position in shares of Union Pacific Corporation (NYSE:UNP) by 57.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,603 shares of the railroad operator’s stock after purchasing an additional 2,406 shares during the period. Tower View Wealth Management LLC’s holdings in Union Pacific were worth $1,797,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in UNP. Eastern Bank increased its holdings in shares of Union Pacific by 2.6% in the 3rd quarter. Eastern Bank now owns 214,567 shares of the railroad operator’s stock worth $58,390,000 after buying an additional 5,380 shares during the last quarter. BNP Paribas lifted its holdings in shares of Union Pacific by 21.5% in the 2nd quarter. BNP Paribas now owns 60,465 shares of the railroad operator’s stock valued at $16,454,000 after acquiring an additional 10,706 shares during the last quarter. QRG Capital Management Inc. lifted its holdings in shares of Union Pacific by 9.4% in the 2nd quarter. QRG Capital Management Inc. now owns 102,949 shares of the railroad operator’s stock valued at $28,002,000 after acquiring an additional 8,842 shares during the last quarter. KBC Group NV grew its position in Union Pacific by 17.7% in the second quarter. KBC Group NV now owns 108,489 shares of the railroad operator’s stock worth $29,509,000 after acquiring an additional 16,295 shares in the last quarter. Finally, Axiom Investment Management LLC purchased a new position in Union Pacific in the first quarter worth about $9,151,000. 80.38% of the stock is owned by institutional investors.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Q3 earnings exceeded expectations: Union Pacific reported adjusted EPS of $3.53 versus the $3.47 consensus and revenue of $7.20 billion versus $7.16 billion expected. Adjusted profit rose 15% year over year, supported by 6% volume growth, pricing gains, fuel surcharges and improved productivity despite higher costs. Reuters: US railroad operator Union Pacific’s quarterly profit rises
• Positive Sentiment: Management maintained its outlook: The railroad reaffirmed expectations for high-single-digit reported EPS growth in 2026 and raised planned 2026 capital expenditures to approximately $3.5 billion, signaling confidence in demand and network investment. Union Pacific affirms 2026 EPS growth outlook
• Positive Sentiment: Analyst support increased: Citigroup raised its price target to $348 and kept a Buy rating, while Stephens lifted its target to $352. StoneX also reiterated its Buy recommendation. Analyst forecasts after Union Pacific Q3 results
• Neutral Sentiment: The Norfolk Southern merger remains a major catalyst: CEO confidence that regulators will approve the transaction supports the long-term growth case, but the proposed deal still requires regulatory review and could create execution and integration risks. Union Pacific CEO merger comments
• Negative Sentiment: Shareholder returns and leadership face pressure: Higher merger-related investment and $3.5 billion of capital spending may limit near-term cash available for dividends, while CFO Jennifer Hamann’s planned retirement after 35 years adds a transition risk. JPMorgan lowered its price target to $321 and maintained a Neutral rating. Union Pacific CFO retirement

Union Pacific Price Performance

Union Pacific stock opened at $292.85 on Monday. Union Pacific Corporation has a 1 year low of $215.53 and a 1 year high of $315.99. The stock has a market cap of $174.02 billion, a price-to-earnings ratio of 22.83, a price-to-earnings-growth ratio of 2.89 and a beta of 0.95. The firm has a 50-day moving average of $287.40 and a two-hundred day moving average of $278.51. The company has a debt-to-equity ratio of 1.32, a current ratio of 1.16 and a quick ratio of 0.99.

Union Pacific (NYSE:UNP) last posted its quarterly earnings results on Thursday, October 22nd. The railroad operator reported $3.53 EPS for the quarter, beating the consensus estimate of $3.47 by $0.06. Union Pacific had a net margin of 28.90% and a return on equity of 37.54%. The business had revenue of $7.20 billion during the quarter, compared to analyst estimates of $7.16 billion. During the same quarter in the previous year, the business posted $3.08 EPS. The company’s quarterly revenue was up 15.3% compared to the same quarter last year. On average, research analysts forecast that Union Pacific Corporation will post 13.13 earnings per share for the current year.

Union Pacific Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st were given a $1.42 dividend. This represents a $5.68 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend was Monday, August 31st. This is an increase from Union Pacific’s previous quarterly dividend of $1.38. Union Pacific’s payout ratio is presently 44.27%.

Analyst Upgrades and Downgrades

UNP has been the topic of several analyst reports. Citizens Jmp initiated coverage on Union Pacific in a research note on Wednesday, July 15th. They set an “outperform” rating and a $350.00 price objective on the stock. UBS Group reaffirmed a “buy” rating on shares of Union Pacific in a research note on Friday. Citigroup reiterated a “market outperform” rating on shares of Union Pacific in a report on Friday. Royal Bank Of Canada set a $328.00 target price on Union Pacific in a report on Friday. Finally, TD Cowen reissued a “buy” rating and set a $328.00 target price (up from $325.00) on shares of Union Pacific in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $325.78.

Union Pacific Company Profile

Union Pacific Corporation (NYSE: UNP) is a transportation company that operates one of the largest freight railroad networks in the United States. Through its Union Pacific Railroad subsidiary, the company moves goods across the western two-thirds of the country, connecting major agricultural, industrial, energy, population and port markets.

Union Pacific transports a broad range of commodities and products, including agricultural goods, automotive shipments, chemicals, coal, industrial products, forest products and intermodal containers.