Union Pacific Corporation $UNP Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. cut its stake in Union Pacific Corporation (NYSE:UNP) by 5.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 37,842 shares of the railroad operator’s stock after selling 2,063 shares during the period. Oppenheimer & Co. Inc.’s holdings in Union Pacific were worth $8,754,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Oppenheimer Asset Management Inc. raised its holdings in Union Pacific by 99.8% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 32,532 shares of the railroad operator’s stock valued at $7,525,000 after buying an additional 16,250 shares during the period. Citizens Financial Group Inc. RI raised its holdings in Union Pacific by 1.0% in the fourth quarter. Citizens Financial Group Inc. RI now owns 45,349 shares of the railroad operator’s stock valued at $10,490,000 after buying an additional 431 shares during the period. Heritage Investment Group Inc. raised its holdings in Union Pacific by 5.5% in the fourth quarter. Heritage Investment Group Inc. now owns 2,550 shares of the railroad operator’s stock valued at $590,000 after buying an additional 133 shares during the period. Levin Capital Strategies L.P. raised its holdings in Union Pacific by 14.8% in the fourth quarter. Levin Capital Strategies L.P. now owns 116,640 shares of the railroad operator’s stock valued at $26,981,000 after buying an additional 15,009 shares during the period. Finally, W.G. Shaheen & Associates DBA Whitney & Co purchased a new position in Union Pacific in the fourth quarter valued at approximately $5,430,000. 80.38% of the stock is owned by institutional investors and hedge funds.

Union Pacific Trading Down 1.1%

UNP opened at $266.40 on Friday. The firm has a market capitalization of $158.17 billion, a P/E ratio of 21.94, a P/E/G ratio of 2.86 and a beta of 0.99. The firm’s 50 day moving average is $252.18 and its 200-day moving average is $239.33. Union Pacific Corporation has a 52-week low of $210.84 and a 52-week high of $274.79. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53.

Union Pacific (NYSE:UNP) last posted its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (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 analyst estimates of $6.12 billion. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. The business’s quarterly revenue was up 3.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.70 earnings per share. Analysts expect that Union Pacific Corporation will post 12.53 EPS 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 dividend of $1.38 per share. The ex-dividend date was Friday, February 27th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.1%. Union Pacific’s dividend payout ratio (DPR) is currently 45.47%.

More Union Pacific News

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

Several research analysts recently commented on the stock. BMO Capital Markets restated a “market perform” rating and issued a $285.00 price target (up from $278.00) on shares of Union Pacific in a report on Friday, April 24th. Robert W. Baird set a $311.00 price target on shares of Union Pacific and gave the company an “outperform” rating in a report on Friday, March 6th. Susquehanna restated a “buy” rating on shares of Union Pacific in a report on Monday, January 19th. Raymond James Financial set a $310.00 price target on shares of Union Pacific in a report on Friday, April 24th. Finally, UBS Group restated a “neutral” rating and issued a $274.00 price target (up from $253.00) on shares of Union Pacific in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $279.55.

Insider Activity

In other news, EVP Kenyatta G. Rocker sold 27,387 shares of Union Pacific 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. This trade represents a 30.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Eric J. Gehringer sold 1,999 shares of Union Pacific stock in a transaction on Friday, March 20th. The stock was sold at an average price of $234.93, for a total transaction of $469,625.07. The SEC filing for this sale provides additional information. Insiders have sold 31,386 shares of company stock worth $8,461,716 over the last 90 days. Company insiders own 0.22% of the company’s stock.

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.