Union Pacific Corporation $UNP Shares Bought by Sei Investments Co.

Sei Investments Co. grew its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 16.9% during the first quarter, Holdings Channel reports. The firm owned 435,932 shares of the railroad operator’s stock after purchasing an additional 63,127 shares during the quarter. Sei Investments Co.’s holdings in Union Pacific were worth $105,773,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in UNP. Tucker Asset Management LLC acquired a new position in shares of Union Pacific in the fourth quarter valued at approximately $25,000. SWAN Capital LLC increased its stake in Union Pacific by 2,575.0% during the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after buying an additional 103 shares during the period. Rachor Investment Advisory Services LLC acquired a new stake in Union Pacific during the 4th quarter worth approximately $25,000. High Point Wealth Management LLC acquired a new stake in Union Pacific during the 4th quarter worth approximately $26,000. Finally, Scarborough Advisors LLC purchased a new position in Union Pacific in the 1st quarter valued at approximately $27,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

Insider Buying and Selling

In related news, EVP Eric J. Gehringer sold 2,991 shares of the 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 $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 SEC, which is available through this hyperlink. 0.22% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have commented on UNP. Stephens upgraded shares of Union Pacific to a “strong-buy” rating in a research note on Wednesday, July 8th. Citigroup initiated coverage on Union Pacific in a research note on Wednesday, July 15th. They issued an “outperform” rating on the stock. Sanford C. Bernstein lifted their target price on Union Pacific from $289.00 to $293.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. JPMorgan Chase & Co. lifted their target price on Union Pacific from $275.00 to $304.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Finally, Citizens Jmp began coverage on Union Pacific in a research note on Wednesday, July 15th. They set an “outperform” rating and a $350.00 target price for the company. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $303.35.

Union Pacific Stock Up 4.0%

Shares of Union Pacific stock opened at $304.28 on Friday. 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 Corporation has a 52-week low of $210.84 and a 52-week high of $315.99. The company has a market capitalization of $180.65 billion, a P/E ratio of 25.06, a P/E/G ratio of 3.06 and a beta of 0.96. The company has a 50 day moving average of $274.38 and a 200 day moving average of $257.97.

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

Union Pacific Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 29th were paid a dividend of $1.38 per share. The ex-dividend date 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%.

Key Stories 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 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.