73,753 Shares in Union Pacific Corporation $UNP Purchased by Cumberland Partners Ltd

Cumberland Partners Ltd acquired a new stake in Union Pacific Corporation (NYSE:UNP) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 73,753 shares of the railroad operator’s stock, valued at approximately $17,894,000. Union Pacific comprises about 1.4% of Cumberland Partners Ltd’s investment portfolio, making the stock its 26th biggest holding.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Acadian Asset Management LLC increased its stake in shares of Union Pacific by 40.4% in the first quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock valued at $546,000 after purchasing an additional 665 shares during the period. Schnieders Capital Management LLC. raised its holdings in shares of Union Pacific by 0.5% during the second quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock valued at $4,741,000 after buying an additional 102 shares during the last quarter. Main Street Financial Solutions LLC boosted its position in shares of Union Pacific by 1.6% during the second quarter. Main Street Financial Solutions LLC now owns 3,733 shares of the railroad operator’s stock worth $859,000 after buying an additional 58 shares during the period. HUB Investment Partners LLC grew its holdings in Union Pacific by 10.0% in the 2nd quarter. HUB Investment Partners LLC now owns 6,091 shares of the railroad operator’s stock worth $1,401,000 after buying an additional 554 shares in the last quarter. Finally, Alliancebernstein L.P. grew its holdings in Union Pacific by 7.4% in the 2nd quarter. Alliancebernstein L.P. now owns 1,528,426 shares of the railroad operator’s stock worth $351,660,000 after buying an additional 105,664 shares in the last quarter. 80.38% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Union Pacific

In related news, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total transaction of $789,504.36. Following the transaction, the executive vice president directly owned 43,012 shares of the company’s stock, valued at $11,353,447.52. The trade was a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.22% of the stock is currently owned by insiders.

Union Pacific Stock Performance

UNP opened at $307.54 on Friday. The business has a 50 day moving average price of $275.12 and a two-hundred day moving average price of $258.32. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.73. The company has a market capitalization of $182.59 billion, a price-to-earnings ratio of 24.90, a price-to-earnings-growth ratio of 3.18 and a beta of 0.96. Union Pacific Corporation has a 1-year low of $210.84 and a 1-year high of $315.99.

Union Pacific (NYSE:UNP) last issued its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.26 by $0.15. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The company had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 billion. During the same period last year, the firm earned $3.03 EPS. The firm’s revenue for the quarter was up 11.5% on a year-over-year basis. Research analysts predict that Union Pacific Corporation will post 12.64 EPS for the current fiscal year.

Union Pacific Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 29th were paid a dividend of $1.38 per share. The ex-dividend date of this dividend was Friday, May 29th. This represents a $5.52 annualized dividend and a yield of 1.8%. Union Pacific’s dividend payout ratio (DPR) is currently 45.47%.

Key Union Pacific News

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

• Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both ahead of Wall Street estimates, reinforcing confidence in operating momentum and pricing power.
• Positive Sentiment: Analysts turned more constructive after the earnings beat, with Citigroup, JPMorgan, Benchmark, and Bank of America all raising price targets, suggesting expectations for further upside in the stock.
• Positive Sentiment: Union Pacific and Canadian National reached a binding access agreement tied to the proposed Norfolk Southern merger, easing competition concerns and improving the odds of regulatory approval while also giving UNP better Chicago routing efficiency and expanded corridor access. Article Title
• Neutral Sentiment: The broader news flow also highlighted that the merger and access agreement may reshape North American rail traffic patterns, but the deal still depends on Surface Transportation Board approval and final closing.
• Neutral Sentiment: Several articles noted Union Pacific’s record freight revenue and improved efficiency, which supports the bullish case but is already partly reflected in the recent rally.

Wall Street Analysts Forecast Growth

Several analysts recently commented on UNP shares. Weiss Ratings cut Union Pacific from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. BMO Capital Markets reissued a “market perform” rating and issued a $320.00 price target (up from $285.00) on shares of Union Pacific in a research note on Friday. Raymond James Financial reissued a “strong-buy” rating on shares of Union Pacific in a research note on Monday, July 13th. Wells Fargo & Company reissued an “overweight” rating and set a $335.00 price target (up from $315.00) on shares of Union Pacific in a report on Friday. Finally, UBS Group restated a “neutral” rating and set a $310.00 price objective on shares of Union Pacific in a research note on Friday. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, Union Pacific currently has an average rating of “Moderate Buy” and an average target price of $319.16.

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.