Conning Inc. Reduces Holdings in Union Pacific Corporation $UNP

Conning Inc. lowered its stake in Union Pacific Corporation (NYSE:UNP) by 6.5% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 144,051 shares of the railroad operator’s stock after selling 10,090 shares during the period. Conning Inc.’s holdings in Union Pacific were worth $33,322,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the stock. New York Life Investment Management LLC increased its position in Union Pacific by 1.0% during the fourth quarter. New York Life Investment Management LLC now owns 81,305 shares of the railroad operator’s stock worth $18,807,000 after buying an additional 790 shares in the last quarter. Mesirow Financial Investment Management Inc. boosted its stake in shares of Union Pacific by 0.4% during the fourth quarter. Mesirow Financial Investment Management Inc. now owns 127,779 shares of the railroad operator’s stock valued at $29,558,000 after acquiring an additional 524 shares during the last quarter. Pinnacle Associates Ltd. boosted its stake in shares of Union Pacific by 7.4% during the fourth quarter. Pinnacle Associates Ltd. now owns 48,287 shares of the railroad operator’s stock valued at $11,170,000 after acquiring an additional 3,316 shares during the last quarter. Simmons Bank increased its position in Union Pacific by 4.2% during the 4th quarter. Simmons Bank now owns 17,581 shares of the railroad operator’s stock worth $4,067,000 after purchasing an additional 714 shares in the last quarter. Finally, Berkeley Capital Partners LLC increased its position in Union Pacific by 294.6% during the 4th quarter. Berkeley Capital Partners LLC now owns 4,510 shares of the railroad operator’s stock worth $1,043,000 after purchasing an additional 3,367 shares in the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.

Union Pacific News Roundup

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

• Positive Sentiment: Union Pacific declared a quarterly dividend of $1.38 per share, signaling continued cash generation and a shareholder-friendly capital return policy. Union Pacific Corporation Declares Second Quarter 2026 Dividend
• Positive Sentiment: Bernstein reaffirmed its Buy rating on Union Pacific, which can help support sentiment around the stock. Bernstein Sticks to Its Buy Rating for Union Pacific (UNP)
• Positive Sentiment: Union Pacific executives are scheduled to speak at upcoming investor conferences, keeping the company visible to the market and giving management another venue to discuss strategy and outlook. Union Pacific Corporation CEO Jim Vena to Address the RBC Canadian Industrials Conference
• Neutral Sentiment: Coverage highlighting Union Pacific as one of the railroad names likely to stand out in a challenged industry is supportive, but the broader backdrop still includes high fuel costs, tariff tensions, and supply-chain disruptions. 3 Railroad Stocks to Watch From the Challenging Industry
• Neutral Sentiment: A separate industry outlook from Zacks made a similar point, but it mainly frames UNP as relatively resilient rather than pointing to a specific near-term earnings catalyst. 3 Railroad Stocks to Watch From the Challenging Industry
• Neutral Sentiment: Union Pacific and Norfolk Southern defended their revised merger application as “comprehensive and complete,” which keeps merger speculation in focus but does not yet change fundamentals on its own. UP-NS say revised merger application is ‘comprehensive and complete’

Insider Buying and Selling at Union Pacific

In other Union Pacific news, CFO Jennifer L. Hamann sold 2,000 shares of the company’s stock in a transaction dated Friday, April 24th. The shares were 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 of the company’s stock, valued at $31,492,157.40. This represents a 1.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Eric J. Gehringer sold 1,999 shares of the firm’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $234.93, for a total value of $469,625.07. The SEC filing for this sale provides additional information. Insiders sold a total of 31,386 shares of company stock valued at $8,461,716 in the last ninety days. Insiders own 0.22% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on UNP shares. TD Cowen upped their target price on shares of Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a report on Friday, April 24th. JPMorgan Chase & Co. lifted their price target on shares of Union Pacific from $267.00 to $275.00 and gave the stock a “neutral” rating in a report on Friday, April 24th. Wells Fargo & Company reissued an “overweight” rating and issued a $300.00 price objective (up from $260.00) on shares of Union Pacific in a research report on Friday, April 24th. Robert W. Baird set a $311.00 price objective on shares of Union Pacific and gave the company an “outperform” rating in a research note on Friday, March 6th. Finally, Sanford C. Bernstein raised their target price on shares of Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 31st. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $279.55.

Union Pacific Trading Up 1.7%

UNP opened at $269.06 on Friday. The firm’s 50 day moving average is $252.20 and its 200-day moving average is $241.86. Union Pacific Corporation has a 52-week low of $210.84 and a 52-week high of $274.79. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53. The firm has a market capitalization of $159.74 billion, a P/E ratio of 22.16, a P/E/G ratio of 2.81 and a beta of 0.99.

Union Pacific (NYSE:UNP) last announced its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, beating the consensus estimate of $2.86 by $0.07. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. The business had revenue of $6.22 billion during the quarter, compared to the consensus estimate of $6.12 billion. During the same period in the prior year, the firm earned $2.70 earnings per share. The business’s quarterly revenue was up 3.2% compared to the same quarter last year. Analysts expect that Union Pacific Corporation will post 12.53 EPS for the current fiscal year.

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.