5,310 Shares in Union Pacific Corporation $UNP Acquired by Knuff & Co LLC
Knuff & Co LLC recently acquired 5,310 shares of Union Pacific Corporation (NYSE:UNP), valued at approximately $1.44 million, during the second quarter. Union Pacific reported strong quarterly earnings, exceeding analyst expectations, and increased its quarterly dividend. The company maintains a "Moderate Buy" consensus rating among analysts with a target price of $320.89.
6,439 Shares in Union Pacific Corporation $UNP Purchased by Main Street Financial Solutions LLC
Main Street Financial Solutions LLC recently acquired 6,439 shares of Union Pacific Corporation (NYSE:UNP) valued at approximately $1.75 million in the second quarter. This move is part of a broader trend of institutional investors increasing their stakes in the railroad operator, with several major hedge funds boosting their holdings significantly. The article also details recent insider selling by an EVP, the company's financial performance, and analysts' "Moderate Buy" consensus rating with an average price target of $320.89.
Union Pacific Corporation $UNP Shares Purchased by K.J. Harrison & Partners Inc
K.J. Harrison & Partners Inc. significantly increased its stake in Union Pacific Corporation (UNP) by 851.1% in the second quarter, now owning 22,350 shares valued at $6.1 million. This comes as Union Pacific reported strong quarterly earnings, beating analyst estimates with EPS of $3.41 and revenue of $6.86 billion, and raised its quarterly dividend to $1.42 per share. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $320.89.
Union Pacific Corporation $UNP Shares Bought by Wealthfront Advisers LLC
Wealthfront Advisers LLC increased its stake in Union Pacific Corporation by 12.7% in the second quarter, bringing its total holdings to 70,207 shares valued at $19.1 million. This comes as Union Pacific exceeded earnings expectations, reporting an EPS of $3.41 and revenue of $6.86 billion, with analysts maintaining a "Moderate Buy" rating and an average price target of $320.89. The company also raised its quarterly dividend to $1.42 per share.
Danske Bank A S Buys New Position in Union Pacific Corporation $UNP
Danske Bank A S has acquired a new stake in Union Pacific Corporation (NYSE:UNP), purchasing 466,604 shares valued at approximately $126.9 million during the second quarter, representing 0.08% of the company. Other institutional investors like Capital World Investors, Norges Bank, and UBS AM also significantly increased their holdings in Union Pacific. Analysts have issued "Buy" and "Strong Buy" ratings for UNP, with a consensus target price of $320.89.
Danica Pension Livsforsikringsaktieselskab Invests $8.10 Million in Union Pacific Corporation $UNP
Danica Pension Livsforsikringsaktieselskab has purchased 29,792 shares of Union Pacific Corporation (NYSE:UNP) for approximately $8.10 million during the second quarter, marking a new position in the railroad operator. This investment comes amidst significant activity from other institutional investors, with several large firms increasing their stakes in Union Pacific. The company also recently announced an increase in its quarterly dividend to $1.42 per share, and analysts have set a consensus target price of $320.89 with a "Moderate Buy" rating.
Citizens Financial Group Inc. RI Sells 16,772 Shares of Union Pacific Corporation $UNP
Citizens Financial Group Inc. RI has reduced its stake in Union Pacific Corporation by 46.4%, selling 16,772 shares and bringing its total holdings to 19,386 shares valued at $5,273,000. This comes as other institutional investors have either increased or decreased their positions, with overall institutional ownership at 80.38%. Union Pacific recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
Deutsche Bank AG Sells 133,475 Shares of Union Pacific Corporation $UNP
Deutsche Bank AG decreased its stake in Union Pacific Corporation by 3.3% during the second quarter, selling 133,475 shares and retaining 3,921,166 shares worth over $1 billion. Other institutional investors like Cambient Family Office LLC and First National Bank of Omaha also adjusted their holdings. Additionally, a Union Pacific EVP sold nearly 3,000 shares, while the company recently increased its quarterly dividend to $1.42 per share.
Cornerstone Advisors LLC Lowers Stake in Union Pacific Corporation $UNP
Cornerstone Advisors LLC reduced its stake in Union Pacific Corporation (NYSE:UNP) by 30.9% in the second quarter, selling 26,585 shares and holding 59,530 shares valued at $16,192,000. Despite this, other institutional investors like Vanguard Group, State Street Corp, and Capital World Investors increased their holdings in the railroad operator. Union Pacific also reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend to $1.42 per share.
Union Pacific Corporation $UNP Shares Acquired by First National Bank of Omaha
First National Bank of Omaha increased its stake in Union Pacific Corporation (NYSE:UNP) by 17.5% during the second quarter, bringing its total holdings to 63,263 shares valued at $17.2 million. Several other institutional investors also adjusted their positions in the railroad operator, with Capital World Investors, Norges Bank, UBS AM, Capital Research Global Investors, and Bank of America Corp DE all significantly increasing their holdings. Analysts have recently issued new price targets and ratings for UNP, with a consensus "Moderate Buy" rating and an average target price of $320.89.
6,410 Shares in Union Pacific Corporation $UNP Bought by BOK Financial Private Wealth Inc.
BOK Financial Private Wealth Inc. recently acquired 6,410 shares of Union Pacific Corporation (UNP) valued at approximately $1.74 million. This purchase contributes to the 80.38% institutional ownership of the railroad operator. Analysts generally maintain a "Moderate Buy" rating for UNP, with an average price target of $320.89, following the company's strong Q2 results and a dividend increase.
All Aboard: STB Resumes Union Pacific-Norfolk Southern Merger Review
The Surface Transportation Board (STB) has resumed its review of the proposed $85 billion merger between Union Pacific and Norfolk Southern, which aims to create the first modern coast-to-coast freight network in the U.S. The STB set a procedural schedule that extends through at least May 2027, emphasizing that the resumption does not indicate approval of the deal. Rival railroads like BNSF Railway continue to oppose the merger, while Canadian National dropped its opposition in exchange for haulage rights.
Union Pacific Corporation $UNP Shares Acquired by Mitsubishi UFJ Asset Management Co. Ltd.
Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in Union Pacific Corporation (NYSE:UNP) by 8.2% in the second quarter, bringing its total holdings to 1,453,536 shares valued at $395.36 million. Other major institutional investors like Vanguard Group Inc., State Street Corp, and Capital World Investors also increased their positions in the railroad operator. The article also details recent insider stock sales, financial performance, dividend increases, and positive analyst ratings for Union Pacific.
Wilkinson Global Asset Management LLC Reduces Stake in Union Pacific Corporation $UNP
Wilkinson Global Asset Management LLC decreased its stake in Union Pacific Corporation by 26.1% in the second quarter, selling 63,020 shares but still holding 178,265 shares valued at $48.5 million. Despite this reduction, analysts maintain a "Moderate Buy" rating for Union Pacific, with an average price target of $320.89. The company also reported strong quarterly earnings and revenue, exceeding expectations, and increased its quarterly dividend to $1.42 per share.
OneDigital Investment Advisors LLC Reduces Stock Position in Union Pacific Corporation $UNP
OneDigital Investment Advisors LLC decreased its stake in Union Pacific Corporation by 22.3% in the second quarter, selling 4,292 shares and holding 14,977 shares valued at $4.07 million. Despite this reduction, several other institutional investors increased their positions in Union Pacific. The company recently reported strong quarterly earnings, beating analyst estimates, and increased its quarterly dividend.
Diamond Hill Capital Management LLC Investment Advisor Has $183.29 Million Stock Holdings in Union Pacific Corporation $UNP
Diamond Hill Capital Management LLC reduced its stake in Union Pacific Corporation by 34.8% in Q2, retaining 673,859 shares valued at $183.29 million, making it their 23rd largest holding. Despite this, Union Pacific reported strong Q2 earnings, beating expectations with EPS of $3.41 and revenue of $6.86 billion, leading to a raised quarterly dividend of $1.42 per share. Analysts maintain a "Moderate Buy" rating with an average price target of $320.89.
180 GPS Investments IC Ltd Buys New Holdings in Union Pacific Corporation $UNP
180 GPS Investments IC Ltd has acquired a new stake in Union Pacific Corporation (NYSE:UNP) during the second quarter, purchasing 34,851 shares valued at approximately $9.48 million. This investment now constitutes 7.0% of the firm's portfolio, making it their sixth largest position. Other institutional investors have also adjusted their holdings in Union Pacific, and the company recently reported strong quarterly earnings, increased its dividend, and received several analyst upgrades.
Turcot Interchange Rail Corridor Relocation
AECOM played a crucial role in the reconstruction of Montreal's Turcot Interchange, one of Quebec’s largest infrastructure projects, focusing specifically on the relocation of approximately 20 linear km of major railway corridor. This complex undertaking, valued at CAD$3.67 billion, involved careful coordination with multiple stakeholders like CN and VIA Rail to ensure continuous rail operation throughout the 12-year project, which concluded in 2020. AECOM provided engineering and on-site services, managing the decommissioning of old tracks and the activation of new ones while maintaining vital rail connections.
Mitsubishi UFJ Trust & Banking Corp Purchases 38,272 Shares of Union Pacific Corporation $UNP
Mitsubishi UFJ Trust & Banking Corp increased its stake in Union Pacific Corporation by 3.1%, purchasing an additional 38,272 shares. Other institutional investors also adjusted their holdings in UNP, with the stock representing a significant portion of some portfolios. Union Pacific recently announced strong Q2 earnings, exceeding analyst expectations, and increased its quarterly dividend.
Union Pacific Corporation $UNP Shares Bought by Russell Investments Group Ltd.
Russell Investments Group Ltd. increased its stake in Union Pacific Corporation by 10.8% in the second quarter, now owning 485,632 shares valued at over $132 million. Other institutional investors also adjusted their positions in the railroad operator. Analysts have a "Moderate Buy" rating for UNP, with several setting price targets above its current trading price, following a strong earnings report and an increased quarterly dividend.
Centric Wealth Management Has $7.78 Million Position in Union Pacific Corporation $UNP
Centric Wealth Management significantly increased its stake in Union Pacific Corporation (NYSE:UNP) by 116.4% in the second quarter, bringing its total holdings to $7.78 million. Other institutional investors also adjusted their positions in UNP, while EVP Eric J. Gehringer sold a portion of his shares. The article also details recent analyst ratings, stock performance metrics, and Union Pacific's latest dividend increase and earnings report.
Cumberland Partners Ltd Has $35.10 Million Holdings in Union Pacific Corporation $UNP
Cumberland Partners Ltd significantly increased its stake in Union Pacific Corporation by 75% in the second quarter, now holding 129,041 shares valued at $35.1 million. This makes Union Pacific the 13th largest position in Cumberland Partners' portfolio, representing 2.3% of their investments. Union Pacific has also reported strong quarterly earnings, raised its dividend, and maintains a "Moderate Buy" consensus rating from analysts.
Union Pacific Corp. stock outperforms competitors on strong trading day
Union Pacific Corp. (UNP) saw its stock rise by 2.12% to $299.90 on Monday, a day when the broader market, including the S&P 500 and Dow Jones Industrial Average, experienced declines. Despite the market downturn, Union Pacific Corp. closed the day outperforming its competitors, though it remained 5.09% below its 52-week high.
Union Pacific gains as earnings strength and merger momentum support shares
Union Pacific (UNP) stock rose 3.0% due to strong second-quarter results, an improved 2026 earnings outlook, and investor optimism about its planned merger with Norfolk Southern. The company reported adjusted earnings of $3.41 per share, operating revenue of $6.9 billion, and raised its quarterly dividend by 3%. Investors are also closely watching the Norfolk Southern transaction, which recently saw supplemental filings and Canadian National's support after concessions.
UNP Looks 15.1% Overvalued on GF Value™
Union Pacific Corp (UNP) is currently trading 15.1% above its GF Value™ despite strong dividend fundamentals, a high GF Score™ of 91/100, and a recent fuel surcharge surplus. The company is also seeking regulatory approval for an $85 billion acquisition of Norfolk Southern. While its dividend is considered safe and attractive for income investors, institutional gurus and insiders show cautious sentiment through net selling and trimming of positions, suggesting attention to valuation and strategic risks.
U.S. railroad Union Pacific turned charges meant to cover fuel cost spike from Iran war into profit
Union Pacific reportedly collected $91.1 million more in fuel surcharges than it paid for fuel in the second quarter, significantly outpacing rivals and boosting its profit. This has drawn criticism from shippers who argue that these surcharges, intended to cover rising petroleum costs due to the Iran conflict, are excessive. The company is also seeking regulatory approval for an $85 billion acquisition of Norfolk Southern, which faces opposition from a coalition concerned about reduced competition and increased shipping costs.
US railroad Union Pacific turned charges meant to cover fuel cost spike from Iran war into profit By Reuters
Union Pacific (UNP) collected $91.1 million more in fuel surcharges than it paid for fuel during the second quarter, significantly outpacing rivals like Norfolk Southern and CSX. This excess profit from surcharges, intended to offset rising petroleum costs, has drawn criticism from shippers who argue the charges are excessive. The company also faces opposition regarding its proposed $85 billion merger with Norfolk Southern, which critics fear would reduce competition and increase shipping costs.
Principal Financial Group Inc. Acquires 29,586 Shares of Union Pacific Corporation $UNP
Principal Financial Group Inc. increased its stake in Union Pacific Corporation by 4.1% during the second quarter, acquiring an additional 29,586 shares to hold a total of 743,819 shares valued at $202.3 million. Union Pacific reported strong quarterly earnings and revenue, beating analyst expectations, and subsequently raised its quarterly dividend to $1.42 per share. Analysts generally maintain a "Moderate Buy" rating for UNP with an average price target of $320.89.
TD Asset Management Inc Trims Stock Position in Union Pacific Corporation $UNP
TD Asset Management Inc. significantly reduced its stake in Union Pacific Corporation (NYSE:UNP) by 42.7% in the second quarter, selling 164,814 shares but still retaining 220,918 shares valued at $60.1 million. Despite this reduction, institutional investors collectively own 80.38% of Union Pacific, which recently reported strong quarterly earnings, beating estimates with $3.41 EPS and an 11.5% revenue increase, and also raised its quarterly dividend. The company maintains a consensus "Moderate Buy" rating from analysts with an average price target of $320.89, exceeding its current trading price.
Qsemble Capital Management LP Buys New Position in Union Pacific Corporation $UNP
Qsemble Capital Management LP has acquired a new position in Union Pacific Corporation (NYSE:UNP), purchasing 5,637 shares valued at approximately $1.53 million during the second quarter. This move comes as institutional investors collectively own a significant portion of the company's stock. Analysts maintain a positive outlook on Union Pacific, evidenced by a consensus "Moderate Buy" rating and recent price target increases from several firms, following the company's strong quarterly earnings that surpassed expectations and an increase in its quarterly dividend.
Fox Run Management L.L.C. Purchases Shares of 4,424 Union Pacific Corporation $UNP
Fox Run Management L.L.C. recently acquired 4,424 shares of Union Pacific Corporation (NYSE:UNP) for approximately $1.2 million, establishing a new position in the railroad operator. This comes as Union Pacific reported strong quarterly earnings of $3.41 per share and $6.86 billion in revenue, surpassing analyst estimates, and increased its quarterly dividend to $1.42 per share. Institutional investors collectively own 80.38% of the company, which maintains a "Moderate Buy" consensus rating from analysts with an average price target of $320.89.
Jennison Associates LLC Increases Stake in Union Pacific Corporation $UNP
Jennison Associates LLC has increased its stake in Union Pacific Corporation (NYSE:UNP) by 16.6% during the second quarter, now owning 808,441 shares worth approximately $219.9 million. This comes as other institutional investors have also adjusted their positions in the railroad operator. The article also details recent insider selling by an EVP, the company's financial performance, a dividend increase, and updated analyst ratings.
Vontobel Holding Ltd. Acquires 80,786 Shares of Union Pacific Corporation $UNP
Vontobel Holding Ltd. increased its stake in Union Pacific Corporation by 13.9% in the second quarter, purchasing an additional 80,786 shares and bringing its total holdings to 661,251 shares valued at $179.86 million. Other institutional investors also adjusted their positions in Union Pacific, while an insider transaction saw EVP Eric J. Gehringer sell 2,991 shares. Analyst ratings for Union Pacific are generally positive, with a consensus of "Moderate Buy" and a target price of $320.89, and the company recently increased its quarterly dividend.
Union Pacific Corp. stock underperforms Friday when compared to competitors
Union Pacific Corp. (UNP) stock fell 1.38% on Friday, closing at $293.68, while the broader stock market experienced a grim trading session with the S&P 500 Index and Dow Jones Industrial Average also declining. This drop for Union Pacific Corp. ended a three-day winning streak for the company's shares.
NGFA opposes major US railroad merger
The National Grain and Feed Association (NGFA) has formally requested the US Surface Transportation Board (STB) to reject the proposed merger between Union Pacific and Norfolk Southern Corp. The NGFA's board of directors voted to oppose the merger, stating that the applicants' updated merger application does not meet the STB's standards for increasing and improving competition. This decision follows a year-long review and feedback gathering process from its members.
Perspective: Morning Commentary for August 14
This morning commentary by Arlan Suderman discusses market movements on August 14, 2026. Key points include softer-than-expected retail sales leading to lower Treasury yields and hopes for a pause in Fed rate hikes, escalating tensions in the Russia-Ukraine war impacting grain and oilseed prices, and ongoing issues with commodity flow through the Strait of Hormuz due to attacks and Iranian political maneuvers.
Union Pacific Corp. stock outperforms competitors on strong trading day
Union Pacific Corp. (UNP) shares rose 1.38% to $297.79, outperforming the broader market on a strong trading day. The S&P 500 Index and Dow Jones Industrial Average also saw gains. This marks the third consecutive day of gains for Union Pacific Corp. stock.
Is Zacks’ Upgraded Growth View Reshaping The Investment Case For Westinghouse Air Brake Technologies (WAB)?
Zacks has highlighted Westinghouse Air Brake Technologies (WAB) due to its strong growth profile, including a top Zacks Rank and projected earnings and sales growth exceeding industry averages. This upgraded outlook, supported by positive earnings revisions and strategic contracts like the Union Pacific locomotive modernization agreement, reinforces the company's near-term earnings momentum. However, investors should also consider the potential impact of a reduced North American railcar build outlook.
RIFR Dividend: 0.87% Yield, $0.25/Share — History & Dates
This article details the dividend information for the Russell Investments Global Infrastructure ETF (RIFR), which currently offers a 0.87% dividend yield, paying $0.25 per share annually. RIFR has been paying dividends since 2025, with a 5-year dividend growth rate of 6.88%. The article provides historical dividend data, ex-dividend dates, and discusses the payout ratio.
ADM to expand capacity at UP-served grain elevator in Oklahoma
ADM is investing in expanding the rail capacity at its grain elevator in Optima, Oklahoma, to handle growing demand for feed products and corn. The project, set for completion by summer 2027, will add track capacity for 150 more rail cars and a new unloading pit, aiming to reduce train unloading times by 50%. This expansion is part of broader infrastructure upgrades by ADM, including improvements at a corn processing facility in Iowa and increased soybean crush capacity at four U.S. locations.
Union Pacific stock holds gains as safety concerns and freight demand shape the outlook
Union Pacific (UNP) stock is trading near $294, reflecting investor confidence in strong freight demand despite recent local safety concerns regarding hazardous cargo transport. The company's Q2 2026 earnings showed robust revenue and net income growth, with freight revenue outpacing broad US GDP. While safety issues are noted, current market sentiment views them as manageable, with analysts expressing a stronger positive stance on the stock.
Union Pacific (UNP) Stock Looks Reasonable On Cash Flow While Earnings Suggest More
Union Pacific's stock performance over the last five years shows a 46.3% return, with its current price of $293.73 appearing fair according to its Discounted Cash Flow (DCF) intrinsic value estimate. However, an earnings multiple view suggests the stock is undervalued compared to industry averages. While the DCF model values it near its current price, the P/E ratio indicates it trades below what the model would expect, creating a mixed valuation picture for investors.
J.B. Hunt Transport Services (NasdaqGS:JBHT) Stock Price
J.B. Hunt Transport Services (JBHT) is currently trading at US$275.96, which is considered 4.2% undervalued compared to its fair value of US$288.18, according to analyst consensus. The article presents various analyst perspectives on the company's future, with targets ranging from US$220.49 (overvalued) to US$370 (undervalued), reflecting differing views on intermodal investments, cost efficiencies, and market conditions. Recent updates include a declared dividend of US$0.45 and revised fair value estimates from analysts.
Mega rail deal under fire: 7 State AGs warn UP-NS merger could drive up shipping costs
A coalition of seven Republican state attorneys general is opposing Union Pacific's proposed acquisition of Norfolk Southern, arguing the merger does not serve the public interest and could raise shipping costs. Their primary concern is the proposed "Committed Gateway Pricing" (CGP) arrangement, which they claim would not enhance competition and could lead to higher rates for shippers. The AGs highlight that CGP would apply to less than 1% of U.S. rail traffic and its protections would be temporary, concluding that the railroads have failed to demonstrate the merger's public interest benefits.
Greenbrier Companies Inc (GBX) Stock Price, Trades & News
This GuruFocus article provides a comprehensive overview of Greenbrier Companies Inc (GBX), including its current stock price, key financial metrics, performance ranks, and business description. It highlights various financial strength indicators, growth rates, dividend information, and profitability ratios for the company. The article also includes upcoming earnings dates, recent press releases, and details on insider trades for GBX.
CN sets yearly grain movement record
Canadian National Railway Co. (CN) has achieved a new record for grain movement from Western Canada, transporting 33.8 million tonnes during the 2025-26 crop year. This surpasses their previous high and was driven by strong customer demand and collaborative efforts within the grain supply chain. CN has also unveiled its 2026-27 Grain Plan to further support the upcoming harvest.
KAT Dividend: 0.30% Yield, $0.26/Share — History & Dates
Scharf ETF (KAT) currently offers a dividend yield of 0.3% with an annual payout of $0.26 per share. The ETF has been consistently paying dividends since 2025, demonstrating a 5-year dividend growth rate of 11.82%. Investors can find detailed historical dividend data, including ex-dividend dates and payout ratio trends, on its GuruFocus summary page.
DGLO ETF | First Trust RBA Deglobalization ETF
This article provides detailed information about the DGLO ETF, also known as the First Trust RBA Deglobalization ETF. It includes current stock data such as price, PE ratio, PB ratio, volume, and dividend yield, along with its top holdings. The content also highlights that financial data, charts, and in-depth analysis are primarily available to GuruFocus Premium Membership subscribers.
DGLO Dividend: 0.74% Yield, $0.14/Share — History & Dates
The First Trust RBA Deglobalization ETF (DGLO) currently offers a dividend yield of 0.73%, translating to $0.14 per share annually, with a payout ratio of 0.45. The ETF has been consistently paying dividends since 2025 and has demonstrated a 5-year dividend growth rate of 14.15%. This article provides a comprehensive history of DGLO's dividend payments, including ex-dividend dates and payout trends, and addresses frequently asked questions about its dividend performance.
Union Pacific Corp (UNP) EVP Conlin acquires stock through 2021 employee purchase plan
Union Pacific Corp's EVP, Chief Legal Officer & Corporate, Christina B. Conlin, acquired 2.173 shares of common stock at $292.24 per share through the 2021 Employee Stock Purchase Plan. This transaction, reported on August 10, 2026, increased her direct holdings to 16,011.652 shares. The filing indicates a neutral impact and sentiment on the company's stock.
