Deutsche Bank AG raised its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 4.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 3,844,047 shares of the railroad operator’s stock after buying an additional 174,141 shares during the period. Deutsche Bank AG’s holdings in Union Pacific were worth $889,205,000 at the end of the most recent reporting period.
Other large investors have also recently bought and sold shares of the company. Midwest Trust Co grew its stake in shares of Union Pacific by 2.8% in the 3rd quarter. Midwest Trust Co now owns 281,036 shares of the railroad operator’s stock worth $66,428,000 after purchasing an additional 7,759 shares during the last quarter. Public Sector Pension Investment Board grew its stake in shares of Union Pacific by 8.2% in the 3rd quarter. Public Sector Pension Investment Board now owns 842,206 shares of the railroad operator’s stock worth $199,072,000 after purchasing an additional 63,523 shares during the last quarter. Magellan Asset Management Ltd acquired a new position in shares of Union Pacific in the 3rd quarter worth approximately $69,343,000. Jefferies Financial Group Inc. increased its position in shares of Union Pacific by 1,581.2% in the third quarter. Jefferies Financial Group Inc. now owns 232,000 shares of the railroad operator’s stock worth $54,838,000 after acquiring an additional 218,200 shares in the last quarter. Finally, Varma Mutual Pension Insurance Co increased its position in shares of Union Pacific by 30.1% in the third quarter. Varma Mutual Pension Insurance Co now owns 105,049 shares of the railroad operator’s stock worth $24,830,000 after acquiring an additional 24,300 shares in the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.
Union Pacific News Roundup
Here are the key news stories impacting Union Pacific this week:
- Positive Sentiment: Susquehanna raised its price target on Union Pacific to $305 from $290 and reiterated a Positive rating, reinforcing expectations for further upside based on the railroad’s earnings power and profitability.
- Positive Sentiment: Investor interest remains supported by Union Pacific’s strong financial results, including a 29.2% net margin and solid year-to-date and multi-month gains, which some market commentary says still leave the stock modestly undervalued.
- Neutral Sentiment: Union Pacific said it can fund its proposed $85 billion Norfolk Southern merger without federal investment, a headline that keeps the deal in focus but does not by itself change the company’s fundamentals. Article Title
- Neutral Sentiment: Management will address the NYSE 2026 European Investor Conference next week, which could provide new guidance or strategic commentary but is not an immediate catalyst. Article Title
- Negative Sentiment: House lawmakers backed long-standing rail merger review rules, signaling that regulators may continue to scrutinize large railroad combinations closely, which could complicate Union Pacific’s Norfolk Southern deal.
Insider Activity at Union Pacific
Wall Street Analyst Weigh In
UNP has been the topic of several analyst reports. Robert W. Baird set a $311.00 target price on shares of Union Pacific and gave the stock an “outperform” rating in a research report on Friday, March 6th. Royal Bank Of Canada reissued an “outperform” rating and issued a $289.00 target price (up from $273.00) on shares of Union Pacific in a research report on Friday, April 24th. UBS Group reissued a “neutral” rating and issued a $274.00 target price (up from $253.00) on shares of Union Pacific in a research report on Friday, April 24th. BMO Capital Markets reissued a “market perform” rating and issued a $285.00 target price (up from $278.00) on shares of Union Pacific in a research report on Friday, April 24th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Union Pacific from $267.00 to $275.00 and gave the stock a “neutral” rating in a research report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Union Pacific has a consensus rating of “Moderate Buy” and an average target price of $282.21.
Read Our Latest Stock Report on UNP
Union Pacific Stock Performance
UNP stock opened at $271.27 on Wednesday. The firm has a 50 day simple moving average of $260.56 and a 200 day simple moving average of $247.90. Union Pacific Corporation has a 52 week low of $210.84 and a 52 week high of $279.70. The stock has a market cap of $161.06 billion, a P/E ratio of 22.35, a P/E/G ratio of 2.85 and a beta of 0.97. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.73 and a current ratio of 0.92.
Union Pacific (NYSE:UNP – Get Free Report) last announced 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 net margin of 29.20% and a return on equity of 39.58%. The firm had revenue of $6.22 billion for the quarter, compared to the consensus estimate of $6.12 billion. During the same period in the previous year, the firm posted $2.70 earnings per share. The firm’s revenue was up 3.2% on a year-over-year basis. Research analysts anticipate that Union Pacific Corporation will post 12.53 earnings per share for the current fiscal year.
Union Pacific Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 29th will be given a dividend of $1.38 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $5.52 dividend on an annualized basis and a yield of 2.0%. Union Pacific’s payout ratio is presently 45.47%.
Union Pacific 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.
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