Union Pacific Corporation $UNP Shares Bought by Bollard Group LLC

Bollard Group LLC boosted its stake in Union Pacific Corporation (NYSE:UNP) by 12.6% during the 1st quarter, HoldingsChannel.com reports. The fund owned 26,079 shares of the railroad operator’s stock after purchasing an additional 2,927 shares during the period. Bollard Group LLC’s holdings in Union Pacific were worth $6,327,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in UNP. Cambient Family Office LLC acquired a new position in Union Pacific during the fourth quarter worth $1,319,000. First National Bank of Omaha grew its holdings in Union Pacific by 35.8% in the fourth quarter. First National Bank of Omaha now owns 54,635 shares of the railroad operator’s stock valued at $12,665,000 after purchasing an additional 14,399 shares during the last quarter. North Dakota State Investment Board purchased a new position in shares of Union Pacific in the fourth quarter valued at $4,746,000. Sage Investment Advisers LLC purchased a new position in shares of Union Pacific in the fourth quarter valued at $997,000. Finally, Dorato Capital Management acquired a new position in shares of Union Pacific during the 4th quarter worth $1,408,000. 80.38% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both ahead of Wall Street estimates, reinforcing confidence in operating momentum and pricing power.
• Positive Sentiment: Analysts turned more constructive after the earnings beat, with Citigroup, JPMorgan, Benchmark, and Bank of America all raising price targets, suggesting expectations for further upside in the stock.
• Positive Sentiment: Union Pacific and Canadian National reached a binding access agreement tied to the proposed Norfolk Southern merger, easing competition concerns and improving the odds of regulatory approval while also giving UNP better Chicago routing efficiency and expanded corridor access. Article Title
• Neutral Sentiment: The broader news flow also highlighted that the merger and access agreement may reshape North American rail traffic patterns, but the deal still depends on Surface Transportation Board approval and final closing.
• Neutral Sentiment: Several articles noted Union Pacific’s record freight revenue and improved efficiency, which supports the bullish case but is already partly reflected in the recent rally.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on UNP. TD Cowen restated a “buy” rating and set a $325.00 target price (up from $282.00) on shares of Union Pacific in a research report on Friday. Weiss Ratings cut shares of Union Pacific from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, June 23rd. Sanford C. Bernstein lifted their price objective on Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 31st. UBS Group reiterated a “neutral” rating and set a $310.00 target price on shares of Union Pacific in a report on Friday. Finally, Barclays reissued an “overweight” rating and set a $350.00 price target (up from $315.00) on shares of Union Pacific in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Union Pacific presently has a consensus rating of “Moderate Buy” and an average price target of $319.16.

Insider Activity

In other news, EVP Eric J. Gehringer sold 2,991 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total value of $789,504.36. Following the transaction, the executive vice president owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. This trade represents a 6.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.22% of the stock is owned by insiders.

Union Pacific Stock Up 1.1%

Shares of UNP opened at $307.54 on Friday. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $315.99. The company’s fifty day moving average is $275.12 and its two-hundred day moving average is $258.32. The firm has a market cap of $182.59 billion, a PE ratio of 24.90, a price-to-earnings-growth ratio of 3.18 and a beta of 0.96. The company has a quick ratio of 0.73, a current ratio of 0.99 and a debt-to-equity ratio of 1.40.

Union Pacific (NYSE:UNP) last announced its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 EPS for the quarter, topping the consensus estimate of $3.26 by $0.15. The company had revenue of $6.86 billion during the quarter, compared to analyst estimates of $6.72 billion. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The firm’s revenue was up 11.5% on a year-over-year basis. During the same period in the prior year, the firm posted $3.03 earnings per share. Analysts forecast that Union Pacific Corporation will post 12.64 earnings per share for the current year.

Union Pacific Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were paid a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 1.8%. The ex-dividend date was Friday, May 29th. Union Pacific’s payout ratio is currently 45.47%.

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.