Union Pacific Corporation $UNP Shares Bought by Aristotle Atlantic Partners LLC

Aristotle Atlantic Partners LLC boosted its stake in shares of Union Pacific Corporation (NYSE:UNP) by 5.0% during the 1st quarter, Holdings Channel reports. The firm owned 93,150 shares of the railroad operator’s stock after acquiring an additional 4,400 shares during the quarter. Aristotle Atlantic Partners LLC’s holdings in Union Pacific were worth $22,600,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Rachor Investment Advisory Services LLC purchased a new stake in shares of Union Pacific during the fourth quarter valued at $25,000. Tucker Asset Management LLC acquired a new position in shares of Union Pacific in the 4th quarter valued at $25,000. SWAN Capital LLC raised its stake in Union Pacific by 2,575.0% in the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after acquiring an additional 103 shares during the last quarter. High Point Wealth Management LLC purchased a new position in Union Pacific in the 4th quarter worth $26,000. Finally, Cornerstone Financial Management LLC purchased a new position in Union Pacific in the 4th quarter worth $27,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

Union Pacific Trading Up 1.1%

Shares of Union Pacific stock opened at $307.54 on Friday. The firm has a 50-day simple moving average of $275.12 and a two-hundred day simple moving average of $258.32. The company has a market cap of $182.59 billion, a P/E ratio of 24.90, a price-to-earnings-growth ratio of 3.21 and a beta of 0.96. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $315.99. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.73 and a current ratio of 0.99.

Union Pacific (NYSE:UNP) last posted its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 EPS for the quarter, beating analysts’ consensus estimates of $3.20 by $0.21. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The firm had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 billion. During the same period last year, the firm earned $3.03 EPS. The company’s quarterly revenue was up 11.5% on a year-over-year basis. As a group, equities analysts predict that Union Pacific Corporation will post 12.84 earnings per share for the current fiscal year.

Union Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were given a dividend of $1.38 per share. The ex-dividend date was Friday, May 29th. This represents a $5.52 dividend on an annualized basis and a yield of 1.8%. Union Pacific’s dividend payout ratio is currently 44.70%.

Union Pacific News Roundup

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 Analysts Forecast Growth

A number of equities research analysts recently commented on UNP shares. Citizens Jmp assumed coverage on Union Pacific in a report on Wednesday, July 15th. They set an “outperform” rating and a $350.00 target price for the company. Wells Fargo & Company reiterated an “overweight” rating and issued a $335.00 price target (up from $315.00) on shares of Union Pacific in a report on Friday. Evercore reiterated an “outperform” rating and issued a $294.00 price target on shares of Union Pacific in a report on Thursday, June 25th. Royal Bank Of Canada reissued an “outperform” rating and set a $339.00 price target (up from $289.00) on shares of Union Pacific in a research report on Friday. Finally, Citigroup lifted their price objective on shares of Union Pacific from $326.00 to $349.00 and gave the company a “buy” rating in a research note on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $319.16.

Insider Transactions at Union Pacific

In other news, EVP Eric J. Gehringer sold 2,991 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total value of $789,504.36. Following the completion of the sale, the executive vice president directly owned 43,012 shares in the company, valued at $11,353,447.52. The trade was a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.22% of the company’s stock.

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.