Royal London Asset Management Ltd. Grows Stock Position in Union Pacific Corporation $UNP

Royal London Asset Management Ltd. raised its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 18.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 579,158 shares of the railroad operator’s stock after acquiring an additional 90,368 shares during the quarter. Royal London Asset Management Ltd. owned approximately 0.10% of Union Pacific worth $157,531,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in UNP. Tucker Asset Management LLC acquired a new position in shares of Union Pacific during the 4th quarter worth approximately $25,000. SWAN Capital LLC grew its holdings in Union Pacific by 2,575.0% during the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after buying an additional 103 shares during the last quarter. Cornerstone Financial Management LLC acquired a new stake in Union Pacific during the 4th quarter valued at $27,000. Scarborough Advisors LLC acquired a new stake in Union Pacific during the 1st quarter valued at $27,000. Finally, Merkkuri Wealth Advisors LLC purchased a new position in Union Pacific during the first quarter worth $29,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

More Union Pacific News

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

• Positive Sentiment: New analyst coverage adds support: Erste Group Bank AG initiated coverage of Union Pacific with a “buy” rating, signaling confidence in the railroad’s valuation and outlook. Erste Group Bank coverage
• Positive Sentiment: Dividend and earnings backdrop remains favorable: Union Pacific is being highlighted as a dividend-growth railroad, and recent quarterly results showed earnings and revenue above analyst expectations, with revenue up year over year. These factors reinforce the company’s appeal to income and quality-focused investors. Dividend-paying railroad stocks
• Neutral Sentiment: Merger application advances: Union Pacific and Norfolk Southern submitted expanded customer protections to the Surface Transportation Board, including broader eligibility for committed gateway pricing. The proposed terms could improve the prospects for approval of the first single-line transcontinental railroad network, although the transaction remains subject to a lengthy regulatory review. Union Pacific and Norfolk Southern merger protections
• Neutral Sentiment: Management will address investors: CEO Jim Vena and CFO Jennifer Hamann are scheduled to participate in a Bernstein Research fireside chat on September 1. Investors may look for updates on merger strategy, rail efficiency and operating trends. Union Pacific Bernstein fireside chat
• Negative Sentiment: Regulatory and efficiency risks remain: The companies continue defending the merger against opponents’ challenges, while new analysis describes Union Pacific as facing a fresh test of rail efficiency. Any tougher STB scrutiny or evidence of operational weaknesses could temper merger-driven optimism. Merger application regulatory review

Union Pacific Price Performance

Shares of Union Pacific stock opened at $307.82 on Friday. The business’s fifty day moving average price is $291.07 and its 200 day moving average price is $269.81. Union Pacific Corporation has a twelve month low of $210.84 and a twelve month high of $315.99. The company has a current ratio of 0.99, a quick ratio of 0.82 and a debt-to-equity ratio of 1.40. The stock has a market capitalization of $182.87 billion, a P/E ratio of 24.92, a PEG ratio of 3.12 and a beta of 0.96.

Union Pacific (NYSE:UNP) last released its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 EPS for the quarter, topping analysts’ consensus estimates of $3.26 by $0.15. The company had revenue of $6.86 billion for the quarter, compared to the consensus estimate of $6.72 billion. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The company’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same period last year, the business posted $3.03 EPS. As a group, research analysts anticipate that Union Pacific Corporation will post 13.01 earnings per share for the current year.

Union Pacific Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, August 31st will be issued a $1.42 dividend. The ex-dividend date is Monday, August 31st. This is a positive change from Union Pacific’s previous quarterly dividend of $1.38. This represents a $5.68 annualized dividend and a yield of 1.8%. Union Pacific’s payout ratio is 44.70%.

Insiders Place Their Bets

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the business’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 transaction of $789,504.36. Following the completion of the sale, the executive vice president directly owned 43,012 shares in the company, valued at $11,353,447.52. The trade was a 6.50% 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. 0.22% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

UNP has been the subject of a number of analyst reports. Erste Group Bank started coverage on Union Pacific in a report on Thursday. They issued a “buy” rating for the company. Stephens upgraded Union Pacific to a “strong-buy” rating in a research report on Wednesday, July 8th. The Goldman Sachs Group set a $317.00 target price on shares of Union Pacific and gave the company a “neutral” rating in a research note on Thursday, July 23rd. Royal Bank Of Canada reissued an “outperform” rating and issued a $339.00 price objective (up from $289.00) on shares of Union Pacific in a research report on Friday, July 24th. Finally, Robert W. Baird boosted their price target on Union Pacific from $311.00 to $344.00 and gave the company an “outperform” rating in a report on Monday, July 27th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, Union Pacific presently has a consensus rating of “Moderate Buy” and a consensus target price of $320.89.

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.