Union Pacific Corporation $UNP Shares Purchased by Northside Capital Management LLC

Northside Capital Management LLC lifted its holdings in Union Pacific Corporation (NYSE:UNP) by 343.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,638 shares of the railroad operator’s stock after purchasing an additional 32,255 shares during the period. Northside Capital Management LLC’s holdings in Union Pacific were worth $9,632,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of UNP. Capital World Investors grew its holdings in Union Pacific by 193.3% in the third quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock valued at $2,477,404,000 after purchasing an additional 6,908,016 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Union Pacific by 72.7% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock worth $2,169,168,000 after buying an additional 3,861,636 shares during the period. Capital Research Global Investors raised its stake in shares of Union Pacific by 95.0% during the 3rd quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock worth $2,059,538,000 after buying an additional 4,244,226 shares during the period. Norges Bank purchased a new position in shares of Union Pacific during the 2nd quarter valued at approximately $1,856,340,000. Finally, Franklin Resources Inc. lifted its position in shares of Union Pacific by 18.9% during the 3rd quarter. Franklin Resources Inc. now owns 7,164,334 shares of the railroad operator’s stock valued at $1,693,434,000 after buying an additional 1,139,926 shares in the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. Robert W. Baird set a $311.00 price target on shares of Union Pacific and gave the stock an “outperform” rating in a report on Friday, March 6th. Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a report on Monday, January 19th. Raymond James Financial reiterated a “strong-buy” rating on shares of Union Pacific in a research report on Tuesday, January 27th. Evercore raised shares of Union Pacific from an “in-line” rating to an “outperform” rating and set a $262.00 target price for the company in a research note on Thursday. Finally, The Goldman Sachs Group restated a “neutral” rating and set a $267.00 price target on shares of Union Pacific in a research report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $264.86.

Union Pacific Stock Up 0.4%

Shares of UNP opened at $235.03 on Friday. The stock has a 50 day moving average price of $247.31 and a 200 day moving average price of $234.36. Union Pacific Corporation has a one year low of $204.66 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 capitalization of $139.46 billion, a price-to-earnings ratio of 19.63, a PEG ratio of 2.56 and a beta of 0.95.

Union Pacific (NYSE:UNP) last announced its quarterly earnings data on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share 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 analysts’ expectations of $6.15 billion. During the same quarter in the previous year, the business posted $2.91 EPS. The company’s revenue for the quarter was down .6% on a year-over-year basis. Equities research analysts forecast that Union Pacific Corporation will post 11.99 earnings per share for the current fiscal year.

Union Pacific Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th will be paid a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Friday, February 27th. Union Pacific’s dividend payout ratio (DPR) is currently 46.12%.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: Evercore ISI upgraded UNP from “in-line” to “outperform” and set a $262 price target, signaling upside versus current levels and helping lift investor sentiment. Evercore Upgrade Article
• Positive Sentiment: Legislation (S.3993) proposed to expand apprenticeship support for veterans could widen the skilled labor pool for rail operators like Union Pacific over time, a structural tailwind for operations and maintenance staffing. Apprenticeship Bill Article
• Positive Sentiment: Multiple outlets (Zacks/Yahoo) are highlighting UNP as an attractive dividend stock, which can support demand from income-focused investors and provide a valuation floor during periods of operational volatility. Dividend Coverage Article
• Neutral Sentiment: Union Pacific presented at the JPMorgan Industrials Conference — investor slides and management commentary can provide clarity on network performance and cost plans but are already partly priced in. JPMorgan Presentation
• Neutral Sentiment: Recent roundup pieces and analyst-call coverage (Yahoo Finance) are keeping UNP in the newsflow; useful for retail attention but less likely to drive a sustained directional move alone. Analyst Calls Video
• Negative Sentiment: The Surface Transportation Board has requested additional detailed information on the Union Pacific–Norfolk Southern merger, increasing regulatory risk and potential delay/conditions that could weigh on strategic benefits from the deal. STB Merger Scrutiny Article
• Negative Sentiment: Zacks and other analyst notes point to near-term volume pressure and softer revenue trends, which explain caution among some investors despite strong margins and dividends. Zacks Analyst Blog

Union Pacific 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.