Severin Investments LLC Acquires 3,561 Shares of Union Pacific Corporation $UNP

Severin Investments LLC raised its holdings in Union Pacific Corporation (NYSE:UNP) by 225.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,138 shares of the railroad operator’s stock after purchasing an additional 3,561 shares during the period. Union Pacific accounts for about 1.1% of Severin Investments LLC’s holdings, making the stock its 17th biggest position. Severin Investments LLC’s holdings in Union Pacific were worth $1,247,000 at the end of the most recent quarter.

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

Insider Transactions at Union Pacific

In related news, EVP Eric J. Gehringer sold 2,991 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total value of $789,504.36. Following the sale, the executive vice president directly owned 43,012 shares of the company’s stock, valued at $11,353,447.52. This trade represents a 6.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, 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 of the company’s stock, valued at approximately $16,605,079.52. The trade was a 30.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 32,378 shares of company stock valued at $8,781,595. 0.22% of the stock is owned by corporate insiders.

Union Pacific Trading Down 0.3%

Shares of UNP stock opened at $271.94 on Wednesday. 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 Corporation has a 52-week low of $210.84 and a 52-week high of $279.70. The company has a market capitalization of $161.45 billion, a PE ratio of 22.40, a price-to-earnings-growth ratio of 2.87 and a beta of 0.97. The business’s fifty day moving average is $265.89 and its 200 day moving average is $251.47.

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 the consensus estimate of $2.86 by $0.07. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The company had revenue of $6.22 billion during the quarter, compared to analyst estimates of $6.12 billion. During the same quarter last year, the company earned $2.70 earnings per share. The firm’s quarterly revenue was up 3.2% on a year-over-year basis. On average, equities research analysts anticipate that Union Pacific Corporation will post 12.55 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th were given 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, May 29th. Union Pacific’s dividend payout ratio (DPR) is 45.47%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. Barclays reissued an “overweight” rating and set a $315.00 price objective (up from $285.00) on shares of Union Pacific in a report on Friday, April 24th. Benchmark upped their price target on Union Pacific from $275.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Robert W. Baird set a $311.00 price target on Union Pacific and gave the company an “outperform” rating in a research report on Friday, March 6th. UBS Group reissued 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. Finally, Raymond James Financial set a $310.00 price objective on shares of Union Pacific in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $283.11.

Union Pacific News Roundup

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

• Positive Sentiment: Union Pacific was upgraded to a Zacks Rank #2 (Buy), signaling improved earnings expectations and potentially supporting the stock in the near term. Article: Union Pacific (UNP) Upgraded to Buy: What Does It Mean for the Stock?
• Positive Sentiment: Freight coverage highlighted stronger rail volumes and resilient industrial demand, which suggests underlying operating momentum for Union Pacific and could help investor confidence. Article: How Stronger Rail Volumes and New Presidential Locomotive Will Impact Union Pacific (UNP) Investors
• Positive Sentiment: Maersk shifting Southern California import containers from BNSF to Union Pacific could indicate a meaningful gain in intermodal traffic and a potential boost to future rail volumes. Article: NEW: Maersk shifts SoCal import containers to UP from BNSF
• Neutral Sentiment: Commentary on whether Union Pacific still offers value after a 21% one-year gain is mostly valuation-focused and does not point to a clear near-term catalyst. Article: Union Pacific (UNP) Stock After 21% Year Return Is There Still Value Here
• Neutral Sentiment: Coverage comparing Union Pacific with other transportation stocks is informational and mainly helps frame relative performance rather than providing a direct stock-moving catalyst. Article: Is Union Pacific (UNP) Outperforming Other Transportation Stocks This Year?
• Neutral Sentiment: Articles about the new commemorative locomotive hauling NASA rocket parts are more of a publicity item than a fundamental driver for earnings or valuation. Article: Union Pacific (UNP) Just Hauled NASA Moon Rocket Parts on a Locomotive Dedicated to Donald Trump
• Neutral Sentiment: Dividend-focused coverage suggests Union Pacific may appeal to income investors, but it does not appear to be driving a major shift in the stock today. Article: Union Pacific (UNP) Could Be a Great Choice

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.