Advocate Group LLC Grows Position in Union Pacific Corporation $UNP

Advocate Group LLC raised its holdings in Union Pacific Corporation (NYSE:UNP) by 13.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 41,315 shares of the railroad operator’s stock after purchasing an additional 4,857 shares during the period. Union Pacific accounts for about 1.5% of Advocate Group LLC’s holdings, making the stock its 22nd biggest position. Advocate Group LLC’s holdings in Union Pacific were worth $9,557,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Capital World Investors boosted its holdings in Union Pacific by 193.3% in the 3rd quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock worth $2,477,404,000 after buying an additional 6,908,016 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Union Pacific by 72.7% during the third 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 acquiring an additional 3,861,636 shares in the last quarter. Capital Research Global Investors boosted its holdings in shares of Union Pacific by 95.0% in the third quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock worth $2,059,538,000 after acquiring an additional 4,244,226 shares during the period. Franklin Resources Inc. boosted its holdings in shares of Union Pacific by 18.9% in the third quarter. Franklin Resources Inc. now owns 7,164,334 shares of the railroad operator’s stock worth $1,693,434,000 after acquiring an additional 1,139,926 shares during the period. Finally, Northern Trust Corp grew its position in shares of Union Pacific by 3.2% in the third quarter. Northern Trust Corp now owns 6,881,628 shares of the railroad operator’s stock valued at $1,626,610,000 after purchasing an additional 210,184 shares in the last quarter. Institutional investors own 80.38% of the company’s stock.

Insider Transactions 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 shares were sold at an average price of $234.93, for a total value of $469,625.07. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by insiders.

Union Pacific Price Performance

Shares of NYSE UNP opened at $244.57 on Friday. The firm has a market capitalization of $145.12 billion, a P/E ratio of 20.43, a P/E/G ratio of 2.70 and a beta of 0.96. The company has a quick ratio of 0.75, a current ratio of 0.91 and a debt-to-equity ratio of 1.64. The stock’s 50-day simple moving average is $249.79 and its two-hundred day simple moving average is $236.01. Union Pacific Corporation has a twelve month low of $204.66 and a twelve month high of $268.14.

Union Pacific (NYSE:UNP) last issued its quarterly 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 business had revenue of $6.09 billion for the quarter, compared to the consensus estimate of $6.15 billion. During the same quarter last year, the business posted $2.91 EPS. The business’s revenue was down .6% compared to the same quarter last year. As a group, equities analysts anticipate that Union Pacific Corporation will post 11.99 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The business also recently announced 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 was Friday, February 27th. This represents a $5.52 annualized dividend and a yield of 2.3%. Union Pacific’s payout ratio is presently 46.12%.

Analysts Set New Price Targets

UNP has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft set a $245.00 price objective on Union Pacific in a research note on Thursday, December 11th. JPMorgan Chase & Co. reduced their target price on Union Pacific from $270.00 to $265.00 and set a “neutral” rating for the company in a report on Wednesday, January 28th. Citigroup reiterated a “buy” rating and set a $270.00 price target (up from $265.00) on shares of Union Pacific in a research report on Wednesday, January 28th. Sanford C. Bernstein increased their price target on shares of Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a report on Tuesday, March 31st. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $267.00 price objective on shares of Union Pacific in a research report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $265.18.

Union Pacific News Roundup

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

• Positive Sentiment: Labor/merger progress — The American Train Dispatchers Association and Union Pacific announced an agreement that guarantees jobs for current union employees as UP and Norfolk Southern move toward a combined single‑line coast‑to‑coast railroad; that reduces labor risk around the merger and is a constructive step for expected integration synergies. Business Wire: ATDA agreement
• Positive Sentiment: Port capacity tailwind — APM Terminals completed a $73M on‑dock rail expansion at the Port of Los Angeles that effectively doubled that terminal’s rail capacity; higher on‑dock rail throughput can boost intermodal volumes to western Class I rails, including Union Pacific, over time. Yahoo Finance: APM Terminals expansion
• Positive Sentiment: Analyst support — Sanford C. Bernstein and other brokers have recently expressed a constructive view on UNP, noting upside potential which can underpin buying interest after the pullback. American Banking News: Bernstein outlook
• Neutral Sentiment: Valuation/technical pullback — Recent analysis highlights an ~8% 30‑day decline and mixed momentum despite positive multi‑month returns; investors are reassessing valuation and near‑term growth visibility. Yahoo Finance: valuation check
• Negative Sentiment: Insider sale disclosed — EVP Eric Gehringer sold 1,999 shares (around $470k) in a March 20 transaction; small‑scale insider selling can create short‑term pressure or signal portfolio rebalancing. InsiderTrades: Gehringer sale
• Negative Sentiment: Earlier earnings miss — Union Pacific’s Jan. 27 quarter missed EPS and revenue estimates (EPS short of consensus and slight y/y revenue decline), a reminder of near‑term demand sensitivity that likely contributed to the recent price pullback. SEC filing / Market disclosure

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.