Danske Bank A S grew its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 10.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 371,996 shares of the railroad operator’s stock after purchasing an additional 34,605 shares during the quarter. Danske Bank A S’s holdings in Union Pacific were worth $86,050,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of UNP. Rachor Investment Advisory Services LLC bought a new position in Union Pacific during the fourth quarter worth about $25,000. High Point Wealth Management LLC bought a new position in Union Pacific during the fourth quarter worth about $26,000. Caitlin John LLC bought a new position in Union Pacific during the third quarter worth about $27,000. Saranac Partners Ltd bought a new position in Union Pacific during the third quarter worth about $27,000. Finally, Stephens Consulting LLC increased its position in 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 acquiring an additional 44 shares during the period. 80.38% of the stock is owned by institutional investors.
More Union Pacific News
Here are the key news stories impacting Union Pacific this week:
- Positive Sentiment: The companies refiled an amended merger application with the Surface Transportation Board that adds traffic data from all Class I railroads and clarifies metrics regulators requested — a procedural step that keeps the deal moving forward and reduces near-term filing uncertainty. UP, NS refile merger applications with STB
- Positive Sentiment: Union Pacific and Norfolk Southern’s amended filing projects roughly $3.5 billion in annual shipper savings and frames the transaction as creating a transcontinental railroad — messaging that supports the strategic rationale and potential long‑term revenue/cost synergies if approved. Creating America’s First Transcontinental Railroad: Amended STB Merger Application
- Positive Sentiment: Analysts and investors are also upbeat after UNP’s Q1 beat and subsequent price‑target upgrades from firms including Citi, Raymond James and Barclays — these help underpin the stock’s move as sell‑side support raises upside expectations. Is Union Pacific (UNP) the Best Harvard University Stock Pick?
- Neutral Sentiment: The WSJ and other outlets note the revised filing states the merged railroad would hold about a 39–40% U.S. market share — a factual update investors will use to reassess concentration risk and potential STB scrutiny. Union Pacific, Norfolk Southern Refile Rail-Merger Application
- Neutral Sentiment: Industry forums and STB engagement (e.g., upcoming symposiums) signal the review process will be high‑profile and drawn out; that raises timeline uncertainty but also transparency on regulatory expectations. STB chairman, industry leaders to headline Future of Rail Symposium
- Negative Sentiment: Canadian National (CNI) publicly says the amended application still fails to address competitive harms and argues remedies are inadequate — a credible challenger that increases the chance regulators will require stronger conditions or block aspects of the deal. CN Says Union Pacific-Norfolk Southern Merger Fails To Address Competitive Harms
- Negative Sentiment: Rival railroads, unions and newly formed anti‑merger groups have organized to oppose the transaction — coordinated external opposition raises legal/regulatory risk and could prolong or materially alter deal terms. Rails rivals, unions unite to block the Norfolk Southern-Union Pacific merger
- Negative Sentiment: Recent insider selling (including the CFO’s sale disclosed April 24) may concern some investors about timing of liquidity or tax planning, adding a modest near‑term negative signal. Union Pacific (NYSE:UNP) CFO Sells $549,400.00 in Stock
Insider Buying and Selling at Union Pacific
Union Pacific Price Performance
UNP stock opened at $269.81 on Friday. 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 Corporation has a 12 month low of $210.84 and a 12 month high of $274.79. The firm has a market cap of $160.19 billion, a P/E ratio of 22.22, a P/E/G ratio of 2.81 and a beta of 0.96. The company’s 50-day moving average price is $252.18 and its two-hundred day moving average price is $239.33.
Union Pacific (NYSE:UNP – Get Free Report) last released its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 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 firm had revenue of $6.22 billion for the quarter, compared to analyst estimates of $6.12 billion. During the same period last year, the firm earned $2.70 EPS. The business’s quarterly revenue was up 3.2% compared to the same quarter last year. On average, analysts anticipate that Union Pacific Corporation will post 12.53 earnings per share 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. This represents a $5.52 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Friday, February 27th. Union Pacific’s dividend payout ratio (DPR) is currently 45.47%.
Analyst Upgrades and Downgrades
A number of equities analysts recently commented on the stock. Sanford C. Bernstein raised their price target 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. TD Cowen raised their price target on shares of Union Pacific from $256.00 to $282.00 and gave the stock a “buy” rating in a research report on Friday, April 24th. JPMorgan Chase & Co. raised their price target on shares of Union Pacific from $267.00 to $275.00 and gave the stock a “neutral” rating in a research report on Friday, April 24th. BMO Capital Markets reaffirmed a “market perform” rating and set a $285.00 price target (up from $278.00) on shares of Union Pacific in a research report on Friday, April 24th. Finally, Robert W. Baird set a $311.00 price target on shares of Union Pacific and gave the stock an “outperform” rating in a research report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $279.55.
Check Out Our Latest Stock Analysis on Union Pacific
Union Pacific Company 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.
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