Lombard Odier Asset Management Switzerland SA Acquires 2,400 Shares of Union Pacific Corporation $UNP

Lombard Odier Asset Management Switzerland SA increased its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 10.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 25,902 shares of the railroad operator’s stock after acquiring an additional 2,400 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Union Pacific were worth $6,284,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Cambient Family Office LLC acquired a new position in Union Pacific during the fourth quarter worth $1,319,000. First National Bank of Omaha boosted its stake in shares of Union Pacific by 35.8% in the 4th quarter. First National Bank of Omaha now owns 54,635 shares of the railroad operator’s stock valued at $12,665,000 after purchasing an additional 14,399 shares in the last quarter. North Dakota State Investment Board bought a new stake in shares of Union Pacific in the 4th quarter worth about $4,746,000. Sage Investment Advisers LLC bought a new stake in shares of Union Pacific in the 4th quarter worth about $997,000. Finally, Dorato Capital Management acquired a new stake in shares of Union Pacific during the 4th quarter worth about $1,408,000. Institutional investors own 80.38% of the company’s stock.

Union Pacific News Summary

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

• Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both ahead of Wall Street estimates, reinforcing confidence in operating momentum and pricing power.
• Positive Sentiment: Analysts turned more constructive after the earnings beat, with Citigroup, JPMorgan, Benchmark, and Bank of America all raising price targets, suggesting expectations for further upside in the stock.
• Positive Sentiment: Union Pacific and Canadian National reached a binding access agreement tied to the proposed Norfolk Southern merger, easing competition concerns and improving the odds of regulatory approval while also giving UNP better Chicago routing efficiency and expanded corridor access. Article Title
• Neutral Sentiment: The broader news flow also highlighted that the merger and access agreement may reshape North American rail traffic patterns, but the deal still depends on Surface Transportation Board approval and final closing.
• Neutral Sentiment: Several articles noted Union Pacific’s record freight revenue and improved efficiency, which supports the bullish case but is already partly reflected in the recent rally.

Union Pacific Price Performance

Shares of UNP stock opened at $307.54 on Friday. Union Pacific Corporation has a 1 year low of $210.84 and a 1 year high of $315.99. The company has a current ratio of 0.99, a quick ratio of 0.73 and a debt-to-equity ratio of 1.40. The firm’s 50 day moving average is $275.12 and its 200-day moving average is $258.32. The firm has a market capitalization of $182.59 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 3.21 and a beta of 0.96.

Union Pacific (NYSE:UNP) last issued its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, beating analysts’ consensus estimates of $3.20 by $0.21. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The business had revenue of $6.86 billion during the quarter, compared to analyst estimates of $6.72 billion. During the same quarter last year, the business posted $3.03 earnings per share. Union Pacific’s revenue for the quarter was up 11.5% compared to the same quarter last year. Sell-side analysts forecast that Union Pacific Corporation will post 12.84 EPS for the current fiscal year.

Union Pacific Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date was Friday, May 29th. Union Pacific’s dividend payout ratio (DPR) is presently 44.70%.

Analyst Ratings Changes

UNP has been the topic of a number of recent analyst reports. Stephens upgraded shares of Union Pacific to a “strong-buy” rating in a research report on Wednesday, July 8th. Benchmark raised their price objective on shares of Union Pacific from $325.00 to $335.00 and gave the stock a “buy” rating in a report on Friday. Wells Fargo & Company restated an “overweight” rating and set a $335.00 price target (up from $315.00) on shares of Union Pacific in a research report on Friday. Weiss Ratings upgraded Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday. Finally, Citizens Jmp started coverage on Union Pacific in a report on Wednesday, July 15th. They set an “outperform” rating and a $350.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $319.16.

Insider Activity at Union Pacific

In other news, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total value of $789,504.36. Following the completion of the sale, the executive vice president directly owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. This trade represents a 6.50% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.22% of the company’s stock.

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.