Commonwealth of Pennsylvania Public School Empls Retrmt SYS Has $226.03 Million Position in Union Pacific Corporation $UNP

Commonwealth of Pennsylvania Public School Empls Retrmt SYS cut its stake in Union Pacific Corporation (NYSE:UNP) by 2.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 931,625 shares of the railroad operator’s stock after selling 20,135 shares during the period. Union Pacific accounts for approximately 1.2% of Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s investment portfolio, making the stock its 14th biggest holding. Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s holdings in Union Pacific were worth $226,031,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Capital World Investors lifted its position in Union Pacific by 92.1% during the fourth quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock worth $4,658,142,000 after acquiring an additional 9,655,306 shares during the last quarter. Norges Bank acquired a new stake in Union Pacific during the 4th quarter worth approximately $1,779,907,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Union Pacific by 72.7% in the 3rd 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 valued at $2,169,168,000 after purchasing an additional 3,861,636 shares during the period. Capital Research Global Investors increased its position in Union Pacific by 26.0% during the 4th quarter. Capital Research Global Investors now owns 10,980,904 shares of the railroad operator’s stock worth $2,540,105,000 after buying an additional 2,267,708 shares during the period. Finally, EdgePoint Investment Group Inc. acquired a new stake in shares of Union Pacific during the third quarter worth $408,592,000. Institutional investors own 80.38% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. TD Cowen upped their price target on shares of Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a research note on Friday, April 24th. JPMorgan Chase & Co. boosted their price objective on shares of Union Pacific from $275.00 to $304.00 and gave the company a “neutral” rating in a report on Friday. Evercore restated an “outperform” rating and set a $294.00 target price on shares of Union Pacific in a research report on Thursday, June 25th. UBS Group reaffirmed a “neutral” rating and set a $274.00 target price (up from $253.00) on shares of Union Pacific in a report on Friday, April 24th. Finally, Sanford C. Bernstein lifted their price target on shares of Union Pacific from $289.00 to $293.00 and gave the company an “outperform” rating in a research report on Tuesday, March 31st. Two 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 company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $290.39.

Union Pacific Price Performance

Shares of NYSE:UNP traded up $2.23 during midday trading on Friday, hitting $287.27. The stock had a trading volume of 1,876,184 shares, compared to its average volume of 2,394,006. The company’s 50-day moving average price is $269.23 and its 200-day moving average price is $253.94. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $288.90. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53. The company has a market capitalization of $170.55 billion, a P/E ratio of 23.66, a price-to-earnings-growth ratio of 3.02 and a beta of 0.96.

Union Pacific (NYSE:UNP) last announced its quarterly earnings data 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 net margin of 29.20% and a return on equity of 39.58%. The business had revenue of $6.22 billion for the quarter, compared to analysts’ expectations of $6.12 billion. During the same period last year, the firm posted $2.70 earnings per share. The firm’s quarterly revenue was up 3.2% compared to the same quarter last year. As a group, equities research analysts predict that Union Pacific Corporation will post 12.56 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The firm also recently declared 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 payout ratio is 45.47%.

Trending Headlines about 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 related news, EVP Eric J. Gehringer sold 2,991 shares of the company’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total transaction 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. This represents a 6.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the firm’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $271.76, for a total value of $7,442,691.12. Following the completion of the sale, the executive vice president directly owned 61,102 shares in the company, valued at $16,605,079.52. This trade represents a 30.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 32,378 shares of company stock valued at $8,781,595. Corporate insiders own 0.22% of the company’s stock.

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.