OLD National Bancorp IN Trims Stock Position in Union Pacific Corporation $UNP

OLD National Bancorp IN lessened its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 9.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,719 shares of the railroad operator’s stock after selling 2,494 shares during the period. OLD National Bancorp IN’s holdings in Union Pacific were worth $5,718,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Caitlin John LLC purchased a new position in shares of Union Pacific during the third quarter worth $27,000. Saranac Partners Ltd purchased a new position in shares of Union Pacific during the third quarter worth $27,000. Stephens Consulting LLC raised its holdings in shares of Union Pacific by 48.4% during the fourth quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator’s stock worth $31,000 after purchasing an additional 44 shares during the last quarter. Beacon Financial Strategies CORP purchased a new position in shares of Union Pacific during the fourth quarter worth $33,000. Finally, Paladin Advisory Group LLC purchased a new position in shares of Union Pacific during the fourth quarter worth $33,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Q1 beat and strong results — UNP posted adjusted EPS of $2.93 (vs. consensus ~ $2.84) and revenue of $6.22B, with net income and margins improving year‑over‑year; results included a small merger-related charge. This upside is the primary near-term bull case for the stock. Read More.
• Positive Sentiment: Pricing power and efficiency gains — management said stronger pricing, fuel surcharge dynamics and productivity improvements offset cost pressure, lifting profitability and investor confidence in operating execution. Read More.
• Positive Sentiment: Merger momentum — management reiterated its pursuit of the proposed Norfolk Southern acquisition and signaled a revised regulatory filing is imminent, which revived deal optimism and likely contributed to sector re‑rating. Read More.
• Neutral Sentiment: Guidance affirmed — UNP affirmed its full‑year earnings outlook after the quarter, removing some uncertainty around forward estimates but leaving results sensitive to volume/mix and costs. Read More.
• Negative Sentiment: Fuel-cost headwind — management warned that rising fuel prices will pressure margins, a risk that could limit margin expansion if fuel or other input costs continue to climb. Read More.

Insiders Place Their Bets

In other Union Pacific news, EVP Eric J. Gehringer sold 1,999 shares of Union Pacific stock in a transaction on Friday, March 20th. The shares were sold at an average price of $234.93, for a total value of $469,625.07. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.22% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on UNP shares. BMO Capital Markets reissued a “market perform” rating and set a $295.00 target price on shares of Union Pacific in a report on Thursday, February 19th. Citigroup raised their target price on shares of Union Pacific from $270.00 to $285.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. Benchmark reissued a “buy” rating and set a $275.00 target price (up from $260.00) on shares of Union Pacific in a report on Friday, April 17th. TD Cowen reduced their target price on shares of Union Pacific from $257.00 to $255.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Union Pacific from $270.00 to $265.00 and set a “neutral” rating for the company in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $267.48.

Union Pacific Stock Up 8.7%

UNP opened at $271.09 on Friday. Union Pacific Corporation has a fifty-two week low of $206.63 and a fifty-two week high of $271.26. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.75 and a current ratio of 0.91. The company has a fifty day moving average of $251.59 and a two-hundred day moving average of $238.07. The stock has a market capitalization of $160.86 billion, a price-to-earnings ratio of 22.65, a PEG ratio of 2.76 and a beta of 0.96.

Union Pacific (NYSE:UNP) last released its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, beating analysts’ consensus estimates of $2.86 by $0.07. Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. The company had revenue of $6.22 billion during the quarter, compared to analysts’ expectations of $6.12 billion. During the same quarter in the previous year, the company earned $2.70 earnings per share. The firm’s revenue for the quarter was up 3.2% on a year-over-year basis. On average, research analysts expect that Union Pacific Corporation will post 12.42 earnings per share for the current year.

Union Pacific Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, February 27th were issued a $1.38 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $5.52 dividend on an annualized basis and a yield of 2.0%. Union Pacific’s payout ratio is presently 46.12%.

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.