Levin Capital Strategies L.P. Buys 15,009 Shares of Union Pacific Corporation $UNP

Levin Capital Strategies L.P. grew its stake in Union Pacific Corporation (NYSE:UNP) by 14.8% in the fourth quarter, HoldingsChannel reports. The fund owned 116,640 shares of the railroad operator’s stock after acquiring an additional 15,009 shares during the period. Union Pacific accounts for 2.3% of Levin Capital Strategies L.P.’s holdings, making the stock its 11th largest position. Levin Capital Strategies L.P.’s holdings in Union Pacific were worth $26,981,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in shares of Union Pacific by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 59,329,262 shares of the railroad operator’s stock worth $13,724,045,000 after buying an additional 659,378 shares during the last quarter. Capital World Investors raised its stake in shares of Union Pacific by 193.3% during the third 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 last quarter. 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 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 buying an additional 3,861,636 shares during the last quarter. Capital Research Global Investors raised its stake in shares of Union Pacific by 95.0% during 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 buying an additional 4,244,226 shares during the last quarter. Finally, Franklin Resources Inc. raised its stake in shares of Union Pacific by 18.9% during the third quarter. Franklin Resources Inc. now owns 7,164,334 shares of the railroad operator’s stock worth $1,693,434,000 after buying an additional 1,139,926 shares during the last quarter. 80.38% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on UNP. Citigroup reissued a “buy” rating and set a $307.00 price target (up from $285.00) on shares of Union Pacific in a research note on Friday, April 24th. Benchmark boosted their price target on shares of Union Pacific from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. Robert W. Baird set a $311.00 price target on shares of Union Pacific and gave the stock an “outperform” rating in a research note on Friday, March 6th. Evercore reissued an “outperform” rating and set a $277.00 price target on shares of Union Pacific in a research note on Friday, April 24th. Finally, Raymond James Financial set a $310.00 price target on shares of Union Pacific in a research note on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $279.55.

Insider Buying and Selling at Union Pacific

In other Union Pacific news, CFO Jennifer L. Hamann sold 2,000 shares of the business’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $274.70, for a total value of $549,400.00. Following the completion of the transaction, the chief financial officer directly owned 114,642 shares of the company’s stock, valued at approximately $31,492,157.40. The trade was a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the company’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $271.76, for a total transaction of $7,442,691.12. Following the completion of the transaction, the executive vice president owned 61,102 shares of the company’s stock, valued at $16,605,079.52. This trade represents a 30.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 31,386 shares of company stock valued at $8,461,716. Company insiders own 0.22% of the company’s stock.

Union Pacific Price Performance

UNP opened at $264.55 on Thursday. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53. Union Pacific Corporation has a 12 month low of $210.53 and a 12 month high of $274.79. The company has a fifty day simple moving average of $252.04 and a 200 day simple moving average of $239.12. The stock has a market cap of $157.07 billion, a P/E ratio of 21.79, a P/E/G ratio of 2.85 and a beta of 0.96.

Union Pacific (NYSE:UNP) last posted its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $6.22 billion during the quarter, compared to analysts’ expectations of $6.12 billion. During the same period in the previous year, the firm earned $2.70 earnings per share. The company’s revenue was up 3.2% on a year-over-year basis. On average, research analysts expect that Union Pacific Corporation will post 12.53 EPS for the current year.

Union Pacific Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, February 27th were paid a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Friday, February 27th. Union Pacific’s payout ratio is presently 45.47%.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: Union Pacific reported a Q1 beat (EPS $2.93 vs. $2.86 consensus) with stronger margins and a reaffirmed outlook — investors view the quarter as evidence of improving service and pricing power. UPS or UNP: Which Transportation Stock Holds an Edge Post Q1 Earnings?
• Positive Sentiment: Several brokerages raised targets and kept Buy/Strong Buy views (Citi to $307, Raymond James to $310, Barclays reissued $315), and the stock features in curated buy lists — a near-term bullish analyst narrative that supports upside. Is Union Pacific (UNP) the Best Harvard University Stock Pick?
• Neutral Sentiment: Union Pacific continues to pay a steady quarterly dividend ($1.38/qtr, ~2.1% yield) and remains heavily institutionally owned (~80%); this underpins income-focused investor interest but is unlikely to move the tape sharply. Union Pacific company overview & recent filings
• Neutral Sentiment: Brand/PR event — the restored “Big Boy” steam locomotive will tour the Northeast for America’s 250th; positive for reputation and customer/community relations but not material to fundamentals. Union Pacific’s Big Boy to Tour the Northeast for First Time
• Negative Sentiment: Regulatory and competitive risk: rivals have formed an anti‑merger coalition as Union Pacific and Norfolk Southern prepare to refile a merger application — increased scrutiny and political opposition raise the chance of delays, conditions or blocking, pressuring the stock. Anti-merger group launches as UP, NS prepare to refile application
• Negative Sentiment: Insider selling: new filings show sizeable sales by senior executives (EVP ~27,387 shares, CFO 2,000 shares), which can sap near-term investor confidence even if sales are for diversification or tax planning. Union Pacific (NYSE:UNP) insider transactions

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.