New York State Teachers Retirement System Purchases 2,029 Shares of Union Pacific Corporation $UNP

Posted by Scott Moore on Jul 3rd, 2026

New York State Teachers Retirement System increased its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 0.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 450,077 shares of the railroad operator’s stock after buying an additional 2,029 shares during the quarter. New York State Teachers Retirement System owned 0.08% of Union Pacific worth $109,198,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in UNP. Cambient Family Office LLC acquired a new stake in shares of Union Pacific during the fourth quarter worth $1,319,000. Jefferies Financial Group Inc. boosted its stake in Union Pacific by 1,581.2% in the 3rd quarter. Jefferies Financial Group Inc. now owns 232,000 shares of the railroad operator’s stock worth $54,838,000 after purchasing an additional 218,200 shares during the period. North Dakota State Investment Board acquired a new position in Union Pacific in the 4th quarter worth $4,746,000. First National Bank of Omaha increased its holdings in Union Pacific by 35.8% during the 4th quarter. First National Bank of Omaha now owns 54,635 shares of the railroad operator’s stock worth $12,665,000 after purchasing an additional 14,399 shares in the last quarter. Finally, Avanza Fonder AB bought a new position in Union Pacific during the 4th quarter worth about $1,449,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

Union Pacific Stock Performance

NYSE:UNP opened at $282.50 on Friday. The stock has a fifty day moving average price of $267.03 and a 200-day moving average price of $252.06. The company has a market cap of $167.73 billion, a price-to-earnings ratio of 23.27, a PEG ratio of 2.92 and a beta of 0.96. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.73 and a current ratio of 0.92. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $282.80.

Union Pacific (NYSE:UNP – Get Free Report) last released its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 EPS for the quarter, beating the consensus estimate of $2.86 by $0.07. The firm had revenue of $6.22 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the firm earned $2.70 EPS. As a group, equities analysts anticipate that Union Pacific Corporation will post 12.55 EPS for the current fiscal year.

Union Pacific Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 2.0%. The ex-dividend date was Friday, May 29th. Union Pacific’s payout ratio is currently 45.47%.

Analysts Set New Price Targets

UNP has been the topic of a number of research reports. TD Cowen boosted their price target on Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a report on Friday, April 24th. Wells Fargo & Company reiterated an “overweight” rating and set a $300.00 price objective (up from $260.00) on shares of Union Pacific in a report on Friday, April 24th. JPMorgan Chase & Co. lifted their target price on Union Pacific from $267.00 to $275.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Raymond James Financial set a $310.00 target price on Union Pacific in a research note on Friday, April 24th. Finally, Susquehanna reaffirmed a “positive” rating and set a $305.00 price target on shares of Union Pacific in a research report on Friday, June 5th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $283.11.

Read Our Latest Stock Report on UNP

Key Headlines Impacting Union Pacific

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

Positive Sentiment: Union Pacific is drawing support from a positive earnings outlook, as analysts expect its upcoming quarterly report to show single-digit bottom-line growth, keeping expectations for a solid results season in place. Union Pacific’s Quarterly Earnings Preview: What You Need to Know
Positive Sentiment: Another note pointed to Union Pacific shares gaining after quarterly revenue growth, suggesting investors are reacting favorably to operational improvement and better top-line performance. Union Pacific (NYSE:UNP) Shares Gain After Quarterly Revenue Growth
Positive Sentiment: Brokerage sentiment remains constructive, with Union Pacific receiving a consensus rating of “Moderate Buy,” which can help support the stock. Union Pacific Corporation (NYSE:UNP) Given Consensus Rating of “Moderate Buy” by Brokerages
Neutral Sentiment: Investors are also watching broader rail industry trends, including rising intermodal volumes and higher fuel/trucking costs that are affecting major U.S. railroads, though the impact on Union Pacific specifically is less clear. Rising intermodal volume slows big four U.S. rail systems
Negative Sentiment: A Kansas federal court granted class action status in a lawsuit alleging Union Pacific historically dumped carcinogenic chemicals near Wichita neighborhoods, increasing legal and reputational risk for the company. Lanier Law Firm: Class Action Certified Against Union Pacific for Dumping Carcinogenic Chemicals in Historically Black Wichita Neighborhoods

Insider Buying and Selling at Union Pacific

In related news, EVP Kenyatta G. Rocker sold 27,387 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $271.76, for a total value of $7,442,691.12. Following the sale, the executive vice president directly owned 61,102 shares of the company’s stock, valued at $16,605,079.52. This trade represents a 30.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the sale, the executive vice president directly owned 43,012 shares in the company, valued at $11,353,447.52. This trade represents a 6.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 32,378 shares of company stock worth $8,781,595 over the last three months. Corporate insiders own 0.22% of the company’s stock.

Union Pacific Profile

(Free Report)

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.