UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Lowers Stock Holdings in Union Pacific Corporation $UNP

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reduced its stake in Union Pacific Corporation (NYSE:UNP) by 2.3% during the second quarter, HoldingsChannel.com reports. The firm owned 5,064,015 shares of the railroad operator’s stock after selling 119,482 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Union Pacific were worth $1,377,412,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Tucker Asset Management LLC purchased a new position in Union Pacific during the fourth quarter valued at $25,000. SWAN Capital LLC boosted its holdings in Union Pacific by 2,575.0% in the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after acquiring an additional 103 shares in the last quarter. Cornerstone Financial Management LLC purchased a new stake in shares of Union Pacific in the fourth quarter worth $27,000. Scarborough Advisors LLC purchased a new stake in shares of Union Pacific in the first quarter worth $27,000. Finally, Merkkuri Wealth Advisors LLC purchased a new stake in shares of Union Pacific in the first quarter worth $29,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Union Pacific News Summary

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

• Positive Sentiment: New analyst coverage adds support: Erste Group Bank AG initiated coverage of Union Pacific with a “buy” rating, signaling confidence in the railroad’s valuation and outlook. Erste Group Bank coverage
• Positive Sentiment: Dividend and earnings backdrop remains favorable: Union Pacific is being highlighted as a dividend-growth railroad, and recent quarterly results showed earnings and revenue above analyst expectations, with revenue up year over year. These factors reinforce the company’s appeal to income and quality-focused investors. Dividend-paying railroad stocks
• Neutral Sentiment: Merger application advances: Union Pacific and Norfolk Southern submitted expanded customer protections to the Surface Transportation Board, including broader eligibility for committed gateway pricing. The proposed terms could improve the prospects for approval of the first single-line transcontinental railroad network, although the transaction remains subject to a lengthy regulatory review. Union Pacific and Norfolk Southern merger protections
• Neutral Sentiment: Management will address investors: CEO Jim Vena and CFO Jennifer Hamann are scheduled to participate in a Bernstein Research fireside chat on September 1. Investors may look for updates on merger strategy, rail efficiency and operating trends. Union Pacific Bernstein fireside chat
• Negative Sentiment: Regulatory and efficiency risks remain: The companies continue defending the merger against opponents’ challenges, while new analysis describes Union Pacific as facing a fresh test of rail efficiency. Any tougher STB scrutiny or evidence of operational weaknesses could temper merger-driven optimism. Merger application regulatory review

Insider Buying and Selling

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total value of $789,504.36. Following the transaction, the executive vice president owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. This represents a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.22% of the company’s stock.

Union Pacific Trading Up 0.0%

Shares of UNP stock opened at $307.82 on Friday. Union Pacific Corporation has a 12-month low of $210.84 and a 12-month high of $315.99. The company has a current ratio of 0.99, a quick ratio of 0.82 and a debt-to-equity ratio of 1.40. The firm’s 50 day moving average is $291.07 and its 200 day moving average is $269.81. The stock has a market capitalization of $182.87 billion, a P/E ratio of 24.92, a P/E/G ratio of 3.12 and a beta of 0.96.

Union Pacific (NYSE:UNP) last posted its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 EPS for the quarter, topping analysts’ consensus estimates of $3.26 by $0.15. The business had revenue of $6.86 billion during the quarter, compared to the consensus estimate of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The firm’s revenue was up 11.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.03 EPS. Research analysts expect that Union Pacific Corporation will post 13.01 earnings per share for the current year.

Union Pacific Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, August 31st will be given a dividend of $1.42 per share. This represents a $5.68 dividend on an annualized basis and a yield of 1.8%. This is a boost from Union Pacific’s previous quarterly dividend of $1.38. The ex-dividend date is Monday, August 31st. Union Pacific’s dividend payout ratio (DPR) is currently 44.70%.

Analyst Ratings Changes

Several research firms have recently issued reports on UNP. JPMorgan Chase & Co. lifted their price target on Union Pacific from $304.00 to $334.00 and gave the stock a “neutral” rating in a research report on Friday, July 24th. TD Cowen reissued a “buy” rating and set a $325.00 price objective (up from $282.00) on shares of Union Pacific in a research report on Friday, July 24th. Barclays restated an “overweight” rating and set a $350.00 price objective (up from $315.00) on shares of Union Pacific in a research note on Friday, July 24th. Stephens raised shares of Union Pacific to a “strong-buy” rating in a report on Wednesday, July 8th. Finally, Citigroup lifted their target price on shares of Union Pacific from $326.00 to $349.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $320.89.

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.