Wealthfront Advisers LLC Increases Stock Position in Union Pacific Corporation $UNP

Wealthfront Advisers LLC raised its stake in shares of Union Pacific Corporation (NYSE:UNP) by 4.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 56,192 shares of the railroad operator’s stock after acquiring an additional 2,201 shares during the quarter. Wealthfront Advisers LLC’s holdings in Union Pacific were worth $12,998,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in UNP. Stephens Consulting LLC raised its stake 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 acquiring an additional 44 shares in the last quarter. Prestige Wealth Management Group LLC lifted its position in Union Pacific by 1.4% during the 3rd quarter. Prestige Wealth Management Group LLC now owns 3,186 shares of the railroad operator’s stock worth $753,000 after acquiring an additional 45 shares during the period. U.S. Capital Wealth Advisors LLC raised its stake in shares of Union Pacific by 0.9% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 4,988 shares of the railroad operator’s stock worth $1,154,000 after purchasing an additional 45 shares during the last quarter. Keebeck Wealth Management boosted its position in Union Pacific by 1.7% in the third quarter. Keebeck Wealth Management now owns 2,691 shares of the railroad operator’s stock valued at $636,000 after buying an additional 45 shares during the last quarter. Finally, Silver Oak Securities Incorporated boosted its holdings in shares of Union Pacific by 4.5% in the 3rd quarter. Silver Oak Securities Incorporated now owns 1,065 shares of the railroad operator’s stock valued at $252,000 after acquiring an additional 46 shares during the last quarter. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Insider Transactions at Union Pacific

In other news, EVP Kenyatta G. Rocker sold 27,387 shares of the stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $271.76, for a total value of $7,442,691.12. Following the completion of the sale, the executive vice president directly owned 61,102 shares in the company, valued at $16,605,079.52. This represents a 30.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Eric J. Gehringer sold 1,999 shares of the firm’s stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $234.93, for a total transaction of $469,625.07. The disclosure for this sale is available in the SEC filing. Insiders sold 31,386 shares of company stock valued at $8,461,716 over the last 90 days. 0.22% of the stock is currently owned by corporate insiders.

Union Pacific Price Performance

Shares of Union Pacific stock opened at $267.98 on Wednesday. The stock has a market capitalization of $159.10 billion, a P/E ratio of 22.07, a PEG ratio of 2.85 and a beta of 0.96. The business has a 50 day simple moving average of $252.04 and a two-hundred day simple moving average of $238.94. Union Pacific Corporation has a 12 month low of $210.53 and a 12 month high of $274.79. 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 issued its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.86 by $0.07. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The firm had revenue of $6.22 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same period in the previous year, the company posted $2.70 earnings per share. The business’s revenue was up 3.2% on a year-over-year basis. As a group, analysts predict that Union Pacific Corporation will post 12.53 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, February 27th were paid a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Friday, February 27th. Union Pacific’s payout ratio is 45.47%.

Union Pacific News Roundup

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

• Positive Sentiment: Port win opportunity — Alameda Belt Line (co‑owned by Union Pacific and BNSF) was selected to negotiate for switching services at the Los Angeles‑Long Beach port, which could increase local terminal/port volumes and incremental revenue exposure for UP. Source: UP-BNSF short line selected for LA port rail contract
• Positive Sentiment: Analyst/industry coverage supportive — recent pieces (including a Seeking Alpha writeup) reiterate UNP as a high‑quality, long‑term railroad investment; several sell‑side firms have lifted targets recently, which underpins upside vs. the stock’s current level. Union Pacific: This High-Quality Railroad Stock Is A Long-Term Play
• Positive Sentiment: Brand/PR boost — Union Pacific’s Big Boy No. 4014 steam locomotive will tour the Northeast and other markets for America’s 250th anniversary, a low‑financial‑impact but positive public relations event that can help community and customer goodwill. Union Pacific’s Big Boy to Tour the Northeast
• Neutral Sentiment: Executive movement noted by other firms — a former Union Pacific vice president joined QScreen AI as an advisor. This is noteworthy for corporate networks but has no direct material impact on UP’s operations. QScreen AI Appoints Former Union Pacific VP
• Neutral Sentiment: Safety recognition — UP recognized 138 customers with a Pinnacle Award for safe hazardous‑materials shipments; positive for reputation but unlikely to move near‑term earnings. Union Pacific Recognizes 138 Companies
• Negative Sentiment: Large executive sell‑off — EVP Kenyatta Rocker sold 27,387 shares (~$7.4M) on Apr. 24, a ~31% reduction in his direct holding; such sizable insider sales often trigger investor caution and can pressure the stock in the short term. EVP insider sale SEC filing
• Negative Sentiment: CFO sale and clustered insider activity — CFO Jennifer Hamann sold 2,000 shares (~$549k), and coverage flags multiple executives unloading shares; aggregated insider selling and related headlines (TipRanks) are likely the main near‑term driver of today’s weaker price action. CFO sale report TipRanks: Executives unload shares

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on UNP shares. Susquehanna reiterated a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. 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. Citigroup reissued a “buy” rating and issued a $307.00 price target (up from $285.00) on shares of Union Pacific in a report on Friday. BMO Capital Markets reaffirmed a “market perform” rating and set a $285.00 price objective (up from $278.00) on shares of Union Pacific in a research note on Friday. Finally, Benchmark lifted their target price on shares of Union Pacific from $275.00 to $300.00 and gave the company a “buy” rating in a report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, Union Pacific presently has a consensus rating of “Moderate Buy” and a consensus target price of $279.55.

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.