Sun Financial Inc Acquires Shares of 2,077 Union Pacific Corporation $UNP

Sun Financial Inc acquired a new stake in Union Pacific Corporation (NYSE:UNP) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 2,077 shares of the railroad operator’s stock, valued at approximately $480,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in UNP. Capital World Investors increased its holdings in Union Pacific by 193.3% in the third quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock valued at $2,477,404,000 after buying an additional 6,908,016 shares in the last quarter. Capital Research Global Investors increased its holdings in Union Pacific by 95.0% in the third quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock valued at $2,059,538,000 after buying an additional 4,244,226 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Union Pacific by 72.7% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock valued at $2,169,168,000 after buying an additional 3,861,636 shares in the last quarter. EdgePoint Investment Group Inc. purchased a new position in Union Pacific in the third quarter valued at $408,592,000. Finally, Baupost Group LLC MA purchased a new position in Union Pacific in the third quarter valued at $353,658,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Analyst Ratings Changes

A number of research firms have weighed in on UNP. Citigroup reaffirmed a “buy” rating and issued a $307.00 price objective (up from $285.00) on shares of Union Pacific in a report on Friday, April 24th. Barclays reaffirmed an “overweight” rating and issued a $315.00 price objective (up from $285.00) on shares of Union Pacific in a report on Friday, April 24th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $289.00 price objective (up from $273.00) on shares of Union Pacific in a report on Friday, April 24th. JPMorgan Chase & Co. lifted their target price on shares of Union Pacific from $267.00 to $275.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Finally, TD Cowen lifted their target price on shares of Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a research report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, Union Pacific has a consensus rating of “Moderate Buy” and a consensus target price of $279.55.

Insider Buying and Selling

In related news, EVP Eric J. Gehringer sold 1,999 shares of the business’s stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $234.93, for a total transaction of $469,625.07. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the business’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $271.76, for a total transaction of $7,442,691.12. Following the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 31,386 shares of company stock worth $8,461,716. 0.22% of the stock is owned by insiders.

Key Headlines Impacting Union Pacific

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

Union Pacific Stock Up 0.0%

Shares of NYSE UNP opened at $266.40 on Monday. The company’s 50-day simple moving average is $252.18 and its 200-day simple moving average is $239.51. Union Pacific Corporation has a 52-week low of $210.84 and a 52-week high of $274.79. The firm has a market cap of $158.17 billion, a price-to-earnings ratio of 21.94, a price-to-earnings-growth ratio of 2.83 and a beta of 0.99. 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 announced its earnings results 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 net margin of 29.20% and a return on equity of 39.58%. The business had revenue of $6.22 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same quarter last year, the business earned $2.70 earnings per share. The company’s revenue for the quarter was up 3.2% compared to the same quarter last year. Equities analysts predict that Union Pacific Corporation will post 12.53 EPS for the current fiscal 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 given 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 yield of 2.1%. Union Pacific’s payout ratio is presently 45.47%.

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.