Arbejdsmarkedets Tillaegspension Grows Position in Union Pacific Corporation $UNP

Arbejdsmarkedets Tillaegspension grew its stake in shares of Union Pacific Corporation (NYSE:UNP) by 5.2% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 105,715 shares of the railroad operator’s stock after acquiring an additional 5,270 shares during the period. Arbejdsmarkedets Tillaegspension’s holdings in Union Pacific were worth $25,649,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Tucker Asset Management LLC bought a new position in Union Pacific during the fourth quarter valued at approximately $25,000. SWAN Capital LLC grew its position 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 purchasing an additional 103 shares during the period. Rachor Investment Advisory Services LLC purchased a new stake in Union Pacific during the 4th quarter valued at $25,000. Saranac Partners Ltd purchased a new stake in Union Pacific during the 3rd quarter valued at $27,000. Finally, High Point Wealth Management LLC bought a new position in shares of Union Pacific during the 4th quarter valued at $26,000. 80.38% of the stock is owned by hedge funds and other institutional investors.

Union Pacific Stock Up 0.1%

NYSE:UNP opened at $287.27 on Monday. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.92 and a quick ratio of 0.73. Union Pacific Corporation has a 1-year low of $210.84 and a 1-year high of $288.90. The company has a 50-day moving average of $269.23 and a 200 day moving average of $254.07. The firm has a market cap of $170.55 billion, a PE ratio of 23.66, a price-to-earnings-growth ratio of 3.02 and a beta of 0.96.

Union Pacific (NYSE:UNP) last issued its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.86 by $0.07. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The business had revenue of $6.22 billion for the quarter, compared to the consensus estimate of $6.12 billion. During the same period in the prior year, the firm posted $2.70 earnings per share. The business’s quarterly revenue was up 3.2% on a year-over-year basis. As a group, research analysts anticipate that Union Pacific Corporation will post 12.56 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th were issued a dividend of $1.38 per share. The ex-dividend date of this dividend was Friday, May 29th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.9%. Union Pacific’s dividend payout ratio is presently 45.47%.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: JPMorgan raised its price target on Union Pacific to $304 from $275, implying additional upside from current levels, while keeping a neutral rating. Article: Union Pacific price target raised by JPMorgan Chase & Co.
• Positive Sentiment: Stephens upgraded Union Pacific to strong-buy, signaling confidence in the railroad’s earnings outlook and valuation momentum. Article: Union Pacific was upgraded by Stephens
• Positive Sentiment: Coverage around Union Pacific and Norfolk Southern’s proposed merger continues to advance, with both companies filing responses as the regulatory review moves forward. Investors may see the deal as a potential long-term strategic catalyst if approved. Article: Norfolk Southern (NSC) Files Merger Response With Union Pacific As STB Review Advances
• Neutral Sentiment: Commentary on the proposed rail merger from Union Pacific and Norfolk Southern CEOs highlights the scale of the strategic opportunity, but also underscores that the deal remains subject to significant regulatory scrutiny. Article: EXCLUSIVE: Union Pacific, Norfolk Southern CEOs talk about the rail merger
• Neutral Sentiment: Seeking Alpha published a downgrade saying buying Union Pacific now may be “too late,” which adds a cautionary note but does not appear to outweigh the bullish analyst actions. Article: Union Pacific: Buying Now Feels Too Late (Rating Downgrade)

Insider Transactions at Union Pacific

In other news, EVP Eric J. Gehringer sold 2,991 shares of the business’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction 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. The trade was a 6.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Jennifer L. Hamann sold 2,000 shares of the business’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $274.70, for a total transaction of $549,400.00. Following the completion of the sale, the chief financial officer owned 114,642 shares in the company, valued at approximately $31,492,157.40. This trade represents a 1.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 32,378 shares of company stock valued at $8,781,595 over the last 90 days. 0.22% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on UNP shares. Raymond James Financial set a $310.00 price target on shares of Union Pacific in a research report on Friday, April 24th. Benchmark upped their price objective on Union Pacific from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. BMO Capital Markets reaffirmed a “market perform” rating and issued a $285.00 target price (up from $278.00) on shares of Union Pacific in a report on Friday, April 24th. Citigroup reiterated a “buy” rating and set a $326.00 target price (up from $307.00) on shares of Union Pacific in a research report on Thursday. Finally, Evercore reissued an “outperform” rating and set a $294.00 price target on shares of Union Pacific in a report on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $290.39.

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.