Union Pacific (NYSE:UNP) EVP Sells $7,442,691.12 in Stock

Union Pacific Corporation (NYSE:UNP) EVP Kenyatta 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 sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink.

Union Pacific Stock Performance

Shares of UNP stock opened at $269.81 on Friday. The stock has a market capitalization of $160.19 billion, a P/E ratio of 22.22, a PEG ratio of 2.81 and a beta of 0.96. The company has a current ratio of 0.92, a quick ratio of 0.73 and a debt-to-equity ratio of 1.53. The firm’s 50 day moving average is $252.18 and its 200 day moving average is $239.33. Union Pacific Corporation has a 12 month low of $210.84 and a 12 month high of $274.79.

Union Pacific (NYSE:UNP) last announced its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 EPS for the quarter, beating analysts’ consensus estimates of $2.86 by $0.07. The company had revenue of $6.22 billion for the quarter, compared to analysts’ expectations of $6.12 billion. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. Union Pacific’s revenue was up 3.2% compared to the same quarter last year. During the same period in the prior year, the company posted $2.70 EPS. On average, sell-side analysts anticipate that Union Pacific Corporation will post 12.53 earnings per share for the current year.

Union Pacific Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, February 27th were paid a dividend of $1.38 per share. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Friday, February 27th. Union Pacific’s dividend payout ratio is presently 45.47%.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: The companies refiled an amended merger application with the Surface Transportation Board that adds traffic data from all Class I railroads and clarifies metrics regulators requested — a procedural step that keeps the deal moving forward and reduces near-term filing uncertainty. UP, NS refile merger applications with STB
• Positive Sentiment: Union Pacific and Norfolk Southern’s amended filing projects roughly $3.5 billion in annual shipper savings and frames the transaction as creating a transcontinental railroad — messaging that supports the strategic rationale and potential long‑term revenue/cost synergies if approved. Creating America’s First Transcontinental Railroad: Amended STB Merger Application
• Positive Sentiment: Analysts and investors are also upbeat after UNP’s Q1 beat and subsequent price‑target upgrades from firms including Citi, Raymond James and Barclays — these help underpin the stock’s move as sell‑side support raises upside expectations. Is Union Pacific (UNP) the Best Harvard University Stock Pick?
• Neutral Sentiment: The WSJ and other outlets note the revised filing states the merged railroad would hold about a 39–40% U.S. market share — a factual update investors will use to reassess concentration risk and potential STB scrutiny. Union Pacific, Norfolk Southern Refile Rail-Merger Application
• Neutral Sentiment: Industry forums and STB engagement (e.g., upcoming symposiums) signal the review process will be high‑profile and drawn out; that raises timeline uncertainty but also transparency on regulatory expectations. STB chairman, industry leaders to headline Future of Rail Symposium
• Negative Sentiment: Canadian National (CNI) publicly says the amended application still fails to address competitive harms and argues remedies are inadequate — a credible challenger that increases the chance regulators will require stronger conditions or block aspects of the deal. CN Says Union Pacific-Norfolk Southern Merger Fails To Address Competitive Harms
• Negative Sentiment: Rival railroads, unions and newly formed anti‑merger groups have organized to oppose the transaction — coordinated external opposition raises legal/regulatory risk and could prolong or materially alter deal terms. Rails rivals, unions unite to block the Norfolk Southern-Union Pacific merger
• Negative Sentiment: Recent insider selling (including the CFO’s sale disclosed April 24) may concern some investors about timing of liquidity or tax planning, adding a modest near‑term negative signal. Union Pacific (NYSE:UNP) CFO Sells $549,400.00 in Stock

Analysts Set New Price Targets

A number of brokerages recently commented on UNP. BMO Capital Markets restated a “market perform” rating and set a $285.00 price target (up from $278.00) on shares of Union Pacific in a research note on Friday, April 24th. Raymond James Financial set a $310.00 target price on shares of Union Pacific in a research note on Friday, April 24th. Sanford C. Bernstein increased their target price on shares of Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 31st. The Goldman Sachs Group reiterated a “neutral” rating and issued a $267.00 target price on shares of Union Pacific in a research note on Tuesday, January 27th. Finally, Weiss Ratings upgraded shares of Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, April 21st. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $279.55.

Institutional Trading of Union Pacific

Several institutional investors and hedge funds have recently bought and sold shares of UNP. Kornitzer Capital Management Inc. KS raised its position in shares of Union Pacific by 9.2% during the 1st quarter. Kornitzer Capital Management Inc. KS now owns 34,393 shares of the railroad operator’s stock valued at $8,344,000 after buying an additional 2,890 shares in the last quarter. Stiles Financial Services Inc raised its position in shares of Union Pacific by 20.4% during the 1st quarter. Stiles Financial Services Inc now owns 5,431 shares of the railroad operator’s stock valued at $1,318,000 after buying an additional 922 shares in the last quarter. Whipplewood Advisors LLC raised its position in shares of Union Pacific by 3.1% during the 1st quarter. Whipplewood Advisors LLC now owns 1,686 shares of the railroad operator’s stock valued at $409,000 after buying an additional 50 shares in the last quarter. Summit Securities Group LLC raised its position in shares of Union Pacific by 292.4% during the 1st quarter. Summit Securities Group LLC now owns 6,597 shares of the railroad operator’s stock valued at $1,601,000 after buying an additional 4,916 shares in the last quarter. Finally, Waterfront Wealth Inc. raised its position in shares of Union Pacific by 1.2% during the 1st quarter. Waterfront Wealth Inc. now owns 11,674 shares of the railroad operator’s stock valued at $2,832,000 after buying an additional 138 shares in the last quarter. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

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.