Mcdonald Capital Investors Inc. CA Has $53.84 Million Position in Union Pacific Corporation $UNP

Mcdonald Capital Investors Inc. CA cut its position in Union Pacific Corporation (NYSE:UNP) by 4.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 232,749 shares of the railroad operator’s stock after selling 10,128 shares during the quarter. Union Pacific comprises about 3.3% of Mcdonald Capital Investors Inc. CA’s portfolio, making the stock its 15th biggest holding. Mcdonald Capital Investors Inc. CA’s holdings in Union Pacific were worth $53,839,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Rachor Investment Advisory Services LLC acquired a new position in shares of Union Pacific in the fourth quarter valued at about $25,000. Caitlin John LLC acquired a new stake in Union Pacific in the 3rd quarter worth about $27,000. Saranac Partners Ltd bought a new stake in Union Pacific in the 3rd quarter valued at about $27,000. High Point Wealth Management LLC bought a new stake in Union Pacific in the 4th quarter valued at about $26,000. Finally, Stephens Consulting LLC grew its position in shares of Union Pacific by 48.4% during the 4th quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator’s stock worth $31,000 after purchasing an additional 44 shares in the last quarter. 80.38% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

UNP has been the subject of several recent research reports. Royal Bank Of Canada reiterated an “outperform” rating and issued a $289.00 price target (up from $273.00) on shares of Union Pacific in a research note on Friday, April 24th. The Goldman Sachs Group reissued a “neutral” rating and set a $267.00 target price on shares of Union Pacific in a report on Tuesday, January 27th. 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 research report on Friday, April 24th. Sanford C. Bernstein upped their price objective on shares of Union Pacific from $289.00 to $293.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 31st. Finally, Robert W. Baird set a $311.00 target price on Union Pacific and gave the stock an “outperform” rating in a research note on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $279.55.

Union Pacific Trading Down 1.4%

NYSE:UNP opened at $264.00 on Thursday. Union Pacific Corporation has a one year low of $210.53 and a one year high of $274.79. The firm has a market capitalization of $156.74 billion, a P/E ratio of 21.73, a PEG ratio of 2.85 and a beta of 0.96. The company’s 50-day simple moving average is $252.04 and its 200 day simple moving average is $239.12. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.92 and a quick ratio of 0.73.

Union Pacific (NYSE:UNP) last announced its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 EPS for the quarter, topping analysts’ consensus estimates of $2.86 by $0.07. The firm had revenue of $6.22 billion during 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 revenue for the quarter was up 3.2% on a year-over-year basis. During the same period in the previous year, the business posted $2.70 earnings per share. As a group, analysts forecast that Union Pacific Corporation will post 12.53 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The company also recently announced 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 2.1%. Union Pacific’s dividend payout ratio is currently 45.47%.

Trending Headlines about Union Pacific

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

• Positive Sentiment: Union Pacific reported a Q1 beat (EPS $2.93 vs. $2.86 consensus) with stronger margins and a reaffirmed outlook — investors view the quarter as evidence of improving service and pricing power. UPS or UNP: Which Transportation Stock Holds an Edge Post Q1 Earnings?
• Positive Sentiment: Several brokerages raised targets and kept Buy/Strong Buy views (Citi to $307, Raymond James to $310, Barclays reissued $315), and the stock features in curated buy lists — a near-term bullish analyst narrative that supports upside. Is Union Pacific (UNP) the Best Harvard University Stock Pick?
• Neutral Sentiment: Union Pacific continues to pay a steady quarterly dividend ($1.38/qtr, ~2.1% yield) and remains heavily institutionally owned (~80%); this underpins income-focused investor interest but is unlikely to move the tape sharply. Union Pacific company overview & recent filings
• Neutral Sentiment: Brand/PR event — the restored “Big Boy” steam locomotive will tour the Northeast for America’s 250th; positive for reputation and customer/community relations but not material to fundamentals. Union Pacific’s Big Boy to Tour the Northeast for First Time
• Negative Sentiment: Regulatory and competitive risk: rivals have formed an anti‑merger coalition as Union Pacific and Norfolk Southern prepare to refile a merger application — increased scrutiny and political opposition raise the chance of delays, conditions or blocking, pressuring the stock. Anti-merger group launches as UP, NS prepare to refile application
• Negative Sentiment: Insider selling: new filings show sizeable sales by senior executives (EVP ~27,387 shares, CFO 2,000 shares), which can sap near-term investor confidence even if sales are for diversification or tax planning. Union Pacific (NYSE:UNP) insider transactions

Insider Activity

In other news, CFO Jennifer L. Hamann sold 2,000 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $274.70, for a total value of $549,400.00. Following the transaction, the chief financial officer owned 114,642 shares of the company’s stock, valued at $31,492,157.40. This trade represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kenyatta G. Rocker sold 27,387 shares of the firm’s stock in a transaction that occurred on 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 sale, the executive vice president owned 61,102 shares in the company, valued at approximately $16,605,079.52. The trade was a 30.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 31,386 shares of company stock valued at $8,461,716 in the last quarter. 0.22% of the stock is currently owned by insiders.

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.