Bryn Mawr Capital Management LLC Raises Stock Holdings in Union Pacific Co. (NYSE:UNP)

Bryn Mawr Capital Management LLC boosted its holdings in Union Pacific Co. (NYSE:UNP) by 8.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 22,157 shares of the railroad operator’s stock after buying an additional 1,729 shares during the quarter. Bryn Mawr Capital Management LLC’s holdings in Union Pacific were worth $5,442,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of UNP. Clearbridge Investments LLC raised its position in Union Pacific by 108.9% in the 3rd quarter. Clearbridge Investments LLC now owns 4,128,575 shares of the railroad operator’s stock worth $840,702,000 after buying an additional 2,151,893 shares during the last quarter. FMR LLC increased its position in shares of Union Pacific by 62.8% during the 3rd quarter. FMR LLC now owns 5,496,708 shares of the railroad operator’s stock valued at $1,119,295,000 after purchasing an additional 2,119,382 shares during the last quarter. The Manufacturers Life Insurance Company increased its position in shares of Union Pacific by 65.5% during the 3rd quarter. The Manufacturers Life Insurance Company now owns 2,348,496 shares of the railroad operator’s stock valued at $478,224,000 after purchasing an additional 929,495 shares during the last quarter. Cerity Partners LLC increased its position in shares of Union Pacific by 331.7% during the 4th quarter. Cerity Partners LLC now owns 1,143,298 shares of the railroad operator’s stock valued at $280,817,000 after purchasing an additional 878,490 shares during the last quarter. Finally, International Assets Investment Management LLC increased its position in shares of Union Pacific by 20,736.8% during the 4th quarter. International Assets Investment Management LLC now owns 803,677 shares of the railroad operator’s stock valued at $197,399,000 after purchasing an additional 799,820 shares during the last quarter. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Union Pacific Stock Down 0.3 %

Shares of NYSE UNP opened at $242.84 on Friday. The stock has a market cap of $148.16 billion, a PE ratio of 23.17, a price-to-earnings-growth ratio of 2.63 and a beta of 1.07. The company has a quick ratio of 0.67, a current ratio of 0.93 and a debt-to-equity ratio of 1.99. Union Pacific Co. has a 52-week low of $190.45 and a 52-week high of $258.66. The business has a 50-day moving average price of $244.27 and a 200 day moving average price of $234.95.

Union Pacific (NYSE:UNP) last posted its quarterly earnings data on Thursday, April 25th. The railroad operator reported $2.69 earnings per share for the quarter, topping analysts’ consensus estimates of $2.50 by $0.19. The company had revenue of $6.03 billion during the quarter, compared to analysts’ expectations of $5.97 billion. Union Pacific had a return on equity of 44.34% and a net margin of 26.52%. The firm’s revenue for the quarter was down .4% on a year-over-year basis. During the same period last year, the firm earned $2.67 EPS. Equities research analysts forecast that Union Pacific Co. will post 11.01 earnings per share for the current year.

Union Pacific Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 29th. Investors of record on Thursday, February 29th were paid a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.14%. The ex-dividend date was Wednesday, February 28th. Union Pacific’s payout ratio is currently 49.62%.

Wall Street Analysts Forecast Growth

UNP has been the subject of several research reports. Raymond James reaffirmed a “strong-buy” rating and set a $280.00 price target (up previously from $275.00) on shares of Union Pacific in a research report on Friday. Evercore ISI upped their price target on shares of Union Pacific from $271.00 to $273.00 and gave the company an “outperform” rating in a research report on Friday. TD Cowen upped their price target on shares of Union Pacific from $252.00 to $258.00 and gave the company a “buy” rating in a research report on Friday. Susquehanna increased their target price on shares of Union Pacific from $255.00 to $270.00 and gave the stock a “neutral” rating in a report on Friday. Finally, Benchmark increased their target price on shares of Union Pacific from $260.00 to $266.00 and gave the stock a “buy” rating in a report on Wednesday, April 10th. Seven research analysts have rated the stock with a hold rating, thirteen have issued a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, Union Pacific currently has a consensus rating of “Moderate Buy” and an average target price of $258.78.

Insider Activity at Union Pacific

In related news, President Elizabeth F. Whited sold 3,750 shares of the firm’s stock in a transaction that occurred on Thursday, February 15th. The stock was sold at an average price of $250.00, for a total value of $937,500.00. Following the completion of the transaction, the president now directly owns 56,682 shares of the company’s stock, valued at approximately $14,170,500. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.28% of the stock is currently owned by company insiders.

Union Pacific Company Profile

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, renewable biofuel producers, and other agricultural users; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers.