Miller Howard Investments Inc. NY Acquires 2,787 Shares of Union Pacific Corporation $UNP

Miller Howard Investments Inc. NY increased its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 11.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 28,193 shares of the railroad operator’s stock after purchasing an additional 2,787 shares during the period. Miller Howard Investments Inc. NY’s holdings in Union Pacific were worth $6,522,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of UNP. Caitlin John LLC bought a new stake in shares of Union Pacific in the 3rd quarter valued at about $27,000. Saranac Partners Ltd bought a new stake in shares of Union Pacific in the 3rd quarter valued at about $27,000. Stephens Consulting LLC boosted its holdings in shares of Union Pacific by 48.4% in the 4th quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator’s stock valued at $31,000 after buying an additional 44 shares in the last quarter. Beacon Financial Strategies CORP bought a new stake in shares of Union Pacific in the 4th quarter valued at about $33,000. Finally, Paladin Advisory Group LLC bought a new stake in shares of Union Pacific in the 4th quarter valued at about $33,000. 80.38% of the stock is currently owned by institutional investors.

Key Stories Impacting Union Pacific

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

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on UNP. Weiss Ratings upgraded shares of Union Pacific from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 6th. The Goldman Sachs Group restated a “neutral” rating and issued a $267.00 price target on shares of Union Pacific in a report on Tuesday, January 27th. TD Cowen lowered their price target on shares of Union Pacific from $257.00 to $255.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Raymond James Financial reissued a “strong-buy” rating on shares of Union Pacific in a report on Wednesday. Finally, JPMorgan Chase & Co. lowered their price target on Union Pacific from $270.00 to $265.00 and set a “neutral” rating for the company in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target 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 company’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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.22% of the company’s stock.

Union Pacific Stock Performance

Shares of UNP opened at $251.28 on Monday. The stock has a 50-day moving average of $251.91 and a two-hundred day moving average of $237.53. Union Pacific Corporation has a one year low of $206.63 and a one year high of $268.14. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.75 and a current ratio of 0.91. The stock has a market cap of $149.11 billion, a P/E ratio of 20.99, a P/E/G ratio of 2.78 and a beta of 0.96.

Union Pacific (NYSE:UNP) last posted 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). The business had revenue of $6.09 billion for the quarter, compared to analyst estimates of $6.15 billion. Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. The company’s revenue for the quarter was down .6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $2.91 earnings per share. As a group, research analysts predict that Union Pacific Corporation will post 11.99 EPS for the current year.

Union Pacific Dividend Announcement

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

About Union Pacific

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.