Waverly Advisors LLC Has $26.22 Million Stake in Union Pacific Corporation $UNP

Waverly Advisors LLC raised its stake in shares of Union Pacific Corporation (NYSE:UNP) by 13.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 108,059 shares of the railroad operator’s stock after purchasing an additional 13,093 shares during the period. Waverly Advisors LLC’s holdings in Union Pacific were worth $26,217,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of UNP. Key Financial Inc grew its position in shares of Union Pacific by 2.1% in the 1st quarter. Key Financial Inc now owns 1,821 shares of the railroad operator’s stock valued at $442,000 after buying an additional 38 shares during the last quarter. Members Trust Co raised its position in shares of Union Pacific by 2.5% during the first quarter. Members Trust Co now owns 1,573 shares of the railroad operator’s stock worth $382,000 after acquiring an additional 38 shares during the last quarter. EJMK Ventures LLC lifted its stake in shares of Union Pacific by 4.0% in the first quarter. EJMK Ventures LLC now owns 1,016 shares of the railroad operator’s stock worth $247,000 after acquiring an additional 39 shares during the period. Rehmann Capital Advisory Group lifted its stake in shares of Union Pacific by 0.6% in the fourth quarter. Rehmann Capital Advisory Group now owns 6,637 shares of the railroad operator’s stock worth $1,535,000 after acquiring an additional 42 shares during the period. Finally, Fairvoy Private Wealth LLC boosted its holdings in Union Pacific by 3.8% in the first quarter. Fairvoy Private Wealth LLC now owns 1,156 shares of the railroad operator’s stock valued at $280,000 after acquiring an additional 42 shares during the last quarter. 80.38% of the stock is owned by institutional investors and hedge funds.

Union Pacific Stock Up 1.1%

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

Union Pacific (NYSE:UNP) last issued its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, topping analysts’ consensus estimates of $3.20 by $0.21. The business had revenue of $6.86 billion during 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 firm’s revenue for the quarter was up 11.5% on a year-over-year basis. During the same period in the previous year, the company posted $3.03 earnings per share. Equities research analysts anticipate that Union Pacific Corporation will post 12.84 EPS for the current year.

Union Pacific Announces Dividend

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

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Weiss Ratings raised shares of Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday. Barclays restated an “overweight” rating and issued a $350.00 price target (up from $315.00) on shares of Union Pacific in a research report on Friday. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $339.00 price objective (up from $289.00) on shares of Union Pacific in a research note on Friday. Evercore reiterated an “outperform” rating and set a $294.00 price objective on shares of Union Pacific in a research report on Thursday, June 25th. Finally, Raymond James Financial reissued a “strong-buy” rating on shares of Union Pacific in a research note on Monday, July 13th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $319.16.

Key Union Pacific News

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.

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 shares were 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 owned 43,012 shares in the company, valued at $11,353,447.52. The trade was a 6.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.22% of the stock is currently owned by company insiders.

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.