KBC Group NV Buys 4,405 Shares of Union Pacific Corporation $UNP

KBC Group NV grew its stake in shares of Union Pacific Corporation (NYSE:UNP) by 7.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 66,279 shares of the railroad operator’s stock after buying an additional 4,405 shares during the period. KBC Group NV’s holdings in Union Pacific were worth $15,332,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNP. Adelphi Trust Co bought a new position in shares of Union Pacific during the 4th quarter valued at about $864,000. PFG Investments LLC lifted its holdings in shares of Union Pacific by 11.9% during the 4th quarter. PFG Investments LLC now owns 10,245 shares of the railroad operator’s stock valued at $2,370,000 after purchasing an additional 1,089 shares in the last quarter. Seamount Financial Group Inc. lifted its holdings in shares of Union Pacific by 2.7% during the 4th quarter. Seamount Financial Group Inc. now owns 4,099 shares of the railroad operator’s stock valued at $948,000 after purchasing an additional 108 shares in the last quarter. Annex Advisory Services LLC lifted its holdings in shares of Union Pacific by 85.6% during the 4th quarter. Annex Advisory Services LLC now owns 5,407 shares of the railroad operator’s stock valued at $1,251,000 after purchasing an additional 2,494 shares in the last quarter. Finally, BCS Wealth Management lifted its holdings in shares of Union Pacific by 99.8% during the 4th quarter. BCS Wealth Management now owns 4,830 shares of the railroad operator’s stock valued at $1,117,000 after purchasing an additional 2,412 shares in the last quarter. Institutional investors own 80.38% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on UNP. Evercore upgraded Union Pacific from an “in-line” rating to an “outperform” rating and set a $262.00 price objective on the stock in a report on Thursday, March 19th. Citigroup lifted their target price on Union Pacific from $270.00 to $285.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Raymond James Financial reissued a “strong-buy” rating on shares of Union Pacific in a research report on Wednesday. Susquehanna reissued a “buy” rating on shares of Union Pacific in a research report on Monday, January 19th. Finally, BMO Capital Markets reissued a “market perform” rating and issued a $295.00 target price on shares of Union Pacific in a research report on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $267.48.

Insider Buying and Selling at Union Pacific

In other Union Pacific news, EVP Eric J. Gehringer sold 1,999 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $234.93, for a total transaction of $469,625.07. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 0.22% of the stock is owned by company insiders.

Union Pacific News Roundup

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

• Positive Sentiment: Zacks and other screens flag UNP as a top candidate to beat Q1 estimates (Earnings ESP + favorable analyst setup), which supports upside into the print. Transportation Q1 Earnings: 3 Stocks That Could Surpass Forecasts
• Positive Sentiment: Union Pacific signed a seven‑year contract with Rocky Mountain Steel Mills for U.S. rail supply — a move that strengthens domestic sourcing, supports network reliability and reduces input/supply-chain risk over the medium term. Union Pacific Rail Deal Ties Domestic Supply To Valuation Opportunity
• Neutral Sentiment: UNP officially set its Q1 2026 earnings release and webcast for April 23 — a clear catalyst date for volatility and repositioning ahead of the report. Union Pacific Corporation Announces First Quarter 2026 Earnings Release Date
• Neutral Sentiment: Street consensus expects modest earnings growth into the quarter, per Zacks previews — this raises expectations but also sets a bar investors will watch closely. Union Pacific (UNP) Reports Next Week: Wall Street Expects Earnings Growth
• Negative Sentiment: Shipper groups asked the STB to make confidential merger-agreement terms public for the proposed UP‑NS deal — higher regulatory scrutiny or disclosure could complicate the merger timeline and introduce legal/regulatory risk. Shipper groups ask STB to make key UP-NS merger agreement documents public
• Negative Sentiment: Analysts and previews note modest revenue trends and margin pressure from rising fuel/labor costs, and recent quarterly misses raise the risk that the print or guide could disappoint. Union Pacific to Report Q1 Earnings: What’s in the Cards?
• Negative Sentiment: MarketWatch flagged that UNP has underperformed peers on a relative basis recently, signaling some investor caution despite intraday gains. Union Pacific Corp. stock underperforms Thursday when compared to competitors despite daily gains

Union Pacific Stock Up 0.1%

Shares of Union Pacific stock opened at $251.28 on Friday. The business’s 50 day simple moving average is $251.91 and its 200 day simple moving average is $237.50. Union Pacific Corporation has a 52-week low of $206.63 and a 52-week high of $268.14. The firm has a market cap of $149.11 billion, a PE ratio of 20.99, a P/E/G ratio of 2.78 and a beta of 0.96. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.75 and a current ratio of 0.91.

Union Pacific (NYSE:UNP) last announced its earnings results on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. The firm had revenue of $6.09 billion during the quarter, compared to analyst estimates of $6.15 billion. During the same period in the prior year, the business posted $2.91 EPS. The firm’s quarterly revenue was down .6% compared to the same quarter last year. On average, analysts predict that Union Pacific Corporation will post 11.99 earnings per share for the current fiscal year.

Union Pacific Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, February 27th were given a dividend of $1.38 per share. The ex-dividend date of this dividend was Friday, February 27th. This represents a $5.52 annualized dividend and a dividend yield of 2.2%. Union Pacific’s payout ratio is 46.12%.

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.