CX Institutional Grows Stake in Union Pacific Corporation $UNP

CX Institutional boosted its position in shares of Union Pacific Corporation (NYSE:UNP) by 3.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 68,064 shares of the railroad operator’s stock after purchasing an additional 2,238 shares during the quarter. CX Institutional’s holdings in Union Pacific were worth $15,745,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. Stephens Consulting LLC boosted its position in Union Pacific by 48.4% during the 4th quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator’s stock valued at $31,000 after acquiring an additional 44 shares in the last quarter. Prestige Wealth Management Group LLC boosted its position in shares of Union Pacific by 1.4% in the 3rd quarter. Prestige Wealth Management Group LLC now owns 3,186 shares of the railroad operator’s stock worth $753,000 after purchasing an additional 45 shares in the last quarter. U.S. Capital Wealth Advisors LLC boosted its position in shares of Union Pacific by 0.9% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 4,988 shares of the railroad operator’s stock worth $1,154,000 after purchasing an additional 45 shares in the last quarter. Keebeck Wealth Management boosted its position in shares of Union Pacific by 1.7% in the 3rd quarter. Keebeck Wealth Management now owns 2,691 shares of the railroad operator’s stock worth $636,000 after purchasing an additional 45 shares in the last quarter. Finally, Silver Oak Securities Incorporated raised its stake in Union Pacific by 4.5% in the 3rd quarter. Silver Oak Securities Incorporated now owns 1,065 shares of the railroad operator’s stock worth $252,000 after acquiring an additional 46 shares during the last quarter. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Union Pacific Stock Performance

Shares of UNP stock opened at $266.40 on Friday. The stock has a market cap of $158.17 billion, a PE ratio of 21.94, a price-to-earnings-growth ratio of 2.83 and a beta of 0.99. The business has a 50-day simple moving average of $252.18 and a 200-day simple moving average of $239.42. 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 52-week low of $210.84 and a 52-week high of $274.79.

Union Pacific (NYSE:UNP) last issued its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.86 by $0.07. The business had revenue of $6.22 billion during the quarter, compared to analysts’ expectations of $6.12 billion. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The company’s revenue for the quarter was up 3.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.70 EPS. On average, equities analysts expect that Union Pacific Corporation will post 12.53 EPS for the current year.

Union Pacific Dividend Announcement

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

Insider Activity at Union Pacific

In related news, EVP Kenyatta G. Rocker sold 27,387 shares of Union Pacific stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $271.76, for a total value of $7,442,691.12. Following the completion of the transaction, the executive vice president owned 61,102 shares in the company, valued at $16,605,079.52. The trade was a 30.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Jennifer L. Hamann sold 2,000 shares of Union Pacific stock in a transaction dated Friday, April 24th. The shares were 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 owned 114,642 shares of the company’s stock, valued at approximately $31,492,157.40. This represents a 1.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 31,386 shares of company stock worth $8,461,716 in the last 90 days. Corporate insiders own 0.22% of the company’s stock.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Union Pacific reported a Q1 earnings beat, stronger margins and reaffirmed its outlook — a fundamental positive that underpins analyst upgrades and higher price targets. UPS or UNP: Which Transportation Stock Holds an Edge Post Q1 Earnings?
• Positive Sentiment: UNP and Norfolk Southern refiled an amended merger application with the Surface Transportation Board that includes full traffic data from all Class I rails and projects about $3.5 billion in annual shipper savings — a scenario investors see as long-term revenue/cost synergy if approved. Creating America’s First Transcontinental Railroad…
• Neutral Sentiment: The refiled application frames the merged carrier as holding roughly a 39% market share and outlines conditions under which Union Pacific could walk away — information that clarifies deal economics but leaves regulatory risk open. Union Pacific, Norfolk Southern Refile Rail-Merger Application
• Negative Sentiment: Rival Canadian National (CNI) formally criticized the amended application as inadequate to address competitive harms and is actively engaging the STB — increasing the probability of prolonged review, mandated remedies, or outright rejection. CN Says Union Pacific-Norfolk Southern Merger Fails To Address Competitive Harms
• Negative Sentiment: Rivals, unions and a newly formed anti-merger coalition are mobilizing to block the deal, signaling political and stakeholder resistance that could delay approval or force costly concessions. Rails rivals, unions unite to block the Norfolk Southern-Union Pacific merger
• Negative Sentiment: Union Pacific CFO disclosed an insider sale of about $549,400 in UNP stock — a near-term negative signal that some investors interpret as reduced insider conviction (though the size is modest relative to market cap). Insider Selling: Union Pacific (NYSE:UNP) CFO Sells $549,400.00 in Stock

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Wells Fargo & Company restated an “overweight” rating and issued a $300.00 target price (up from $260.00) on shares of Union Pacific in a research note on Friday, April 24th. Raymond James Financial set a $310.00 target price on Union Pacific in a research note on Friday, April 24th. Benchmark raised their target price on Union Pacific from $275.00 to $300.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. Sanford C. Bernstein raised their target price on Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 31st. Finally, Evercore reissued an “outperform” rating and issued a $277.00 price objective on shares of Union Pacific in a report 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 stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $279.55.

Union Pacific Company 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.