Union Pacific Corporation $UNP Holdings Boosted by Strs Ohio

Strs Ohio raised its position in shares of Union Pacific Corporation (NYSE:UNP) by 21.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 171,325 shares of the railroad operator’s stock after purchasing an additional 30,342 shares during the quarter. Strs Ohio’s holdings in Union Pacific were worth $39,631,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of UNP. Vanguard Group Inc. boosted its stake in shares of Union Pacific by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 59,329,262 shares of the railroad operator’s stock valued at $13,724,045,000 after buying an additional 659,378 shares during the period. Capital World Investors grew its holdings in shares of Union Pacific by 193.3% during the 3rd quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock valued at $2,477,404,000 after acquiring an additional 6,908,016 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Union Pacific by 72.7% in 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 acquiring an additional 3,861,636 shares during the last quarter. Capital Research Global Investors raised its holdings 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 acquiring an additional 4,244,226 shares in the last quarter. Finally, Franklin Resources Inc. raised its holdings 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 acquiring an additional 1,139,926 shares in the last quarter. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Union Pacific Price Performance

NYSE UNP opened at $266.40 on Friday. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $274.79. The stock’s 50-day moving average is $252.18 and its two-hundred day moving average is $239.42. The firm has a market cap of $158.17 billion, a P/E ratio of 21.94, a price-to-earnings-growth ratio of 2.83 and a beta of 0.99. 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 (NYSE:UNP) last issued its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 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 business had revenue of $6.22 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same quarter in the prior year, the firm posted $2.70 EPS. The firm’s revenue for the quarter was up 3.2% on a year-over-year basis. On average, analysts anticipate that Union Pacific Corporation will post 12.53 earnings per share for the current fiscal year.

Union Pacific Dividend Announcement

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

Insider Buying and Selling

In other news, CFO Jennifer L. Hamann sold 2,000 shares of the firm’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 sale, the chief financial officer directly owned 114,642 shares of the company’s stock, valued at approximately $31,492,157.40. This trade represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Eric J. Gehringer sold 1,999 shares of Union Pacific stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $234.93, for a total value of $469,625.07. The disclosure for this sale is available in the SEC filing. In the last three months, 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 News Roundup

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

Analyst Upgrades and Downgrades

A number of brokerages have commented on UNP. The Goldman Sachs Group restated a “neutral” rating and issued a $267.00 target price on shares of Union Pacific in a research note on Tuesday, January 27th. Raymond James Financial set a $310.00 price target on Union Pacific in a research note on Friday, April 24th. Susquehanna reiterated a “buy” rating on shares of Union Pacific in a report on Monday, January 19th. UBS Group reissued a “neutral” rating and issued a $274.00 price target (up from $253.00) on shares of Union Pacific in a research note on Friday, April 24th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Union Pacific from $267.00 to $275.00 and gave the company a “neutral” rating in a research 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 assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $279.55.

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.