River Road Asset Management, LLC has added 452,922 shares of $UNP to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $UNP.
UNION PACIFIC Hedge Fund Activity
We have seen 1,142 institutional investors add shares of UNION PACIFIC stock to their portfolio, and 1,355 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 32,801,864 shares (-89.4%) from their portfolio in Q4 2025, for an estimated $7,587,727,180
- CAPITAL WORLD INVESTORS added 9,655,306 shares (+92.1%) to their portfolio in Q4 2025, for an estimated $2,233,465,383
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,267,708 shares (+26.0%) to their portfolio in Q4 2025, for an estimated $524,566,214
- HARRIS ASSOCIATES L P added 2,190,923 shares (+149.5%) to their portfolio in Q4 2025, for an estimated $506,804,308
- AMUNDI removed 1,969,140 shares (-51.1%) from their portfolio in Q4 2025, for an estimated $455,501,464
- CANADA PENSION PLAN INVESTMENT BOARD added 1,864,236 shares (+44.4%) to their portfolio in Q4 2025, for an estimated $431,235,071
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 1,661,351 shares (+42.1%) to their portfolio in Q4 2025, for an estimated $384,303,713
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UNION PACIFIC Government Contracts
We have seen $30,000 of award payments to $UNP over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
UNION PACIFIC Congressional Stock Trading
Members of Congress have traded $UNP stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $UNP stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN sold up to $15,000 on 01/29.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- REPRESENTATIVE SCOTT FRANKLIN has traded it 3 times. They made 3 purchases worth up to $130,000 on 10/14 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
UNION PACIFIC Analyst Ratings
Wall Street analysts have issued reports on $UNP in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 10/24/2025
- Citigroup issued a "Buy" rating on 10/24/2025
- Susquehanna issued a "Positive" rating on 09/25/2025
To track analyst ratings and price targets for UNION PACIFIC, check out Quiver Quantitative's $UNP forecast page.
UNION PACIFIC Price Targets
Multiple analysts have issued price targets for $UNP recently. We have seen 9 analysts offer price targets for $UNP in the last 6 months, with a median target of $257.0.
Here are some recent targets:
- Ariel Rosa from Citigroup set a target price of $270.0 on 01/28/2026
- Brian Ossenbeck from JP Morgan set a target price of $265.0 on 01/28/2026
- Fadi Chamoun from BMO Capital set a target price of $255.0 on 01/07/2026
- Brandon Oglenski from Barclays set a target price of $285.0 on 12/16/2025
- Amit Mehrotra from Deutsche Bank set a target price of $245.0 on 12/11/2025
- Jason Seidl from TD Cowen set a target price of $257.0 on 10/24/2025
- Thomas Wadewitz from UBS set a target price of $253.0 on 10/03/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $UNP ticker page for more data.
