MassMutual Private Wealth & Trust FSB Trims Stake in Union Pacific Corporation $UNP

MassMutual Private Wealth & Trust FSB lessened its stake in shares of Union Pacific Corporation (NYSE:UNP) by 7.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 56,004 shares of the railroad operator’s stock after selling 4,238 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in Union Pacific were worth $12,955,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the stock. Acadian Asset Management LLC increased its position in Union Pacific by 40.4% during the 1st quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock worth $546,000 after purchasing an additional 665 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in Union Pacific by 0.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock valued at $4,741,000 after purchasing an additional 102 shares in the last quarter. PKS Advisory Services LLC boosted its stake in shares of Union Pacific by 64.5% during the 2nd quarter. PKS Advisory Services LLC now owns 1,579 shares of the railroad operator’s stock worth $364,000 after purchasing an additional 619 shares during the last quarter. Personal CFO Solutions LLC boosted its stake in shares of Union Pacific by 6.9% during the 2nd quarter. Personal CFO Solutions LLC now owns 2,359 shares of the railroad operator’s stock worth $543,000 after purchasing an additional 153 shares during the last quarter. Finally, Swiss National Bank grew its holdings in shares of Union Pacific by 6.1% during the second quarter. Swiss National Bank now owns 1,814,300 shares of the railroad operator’s stock worth $417,434,000 after buying an additional 104,400 shares in the last quarter. 80.38% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Evercore ISI upgraded UNP from “in-line” to “outperform” and set a $262 price target, signaling upside versus current levels and helping lift investor sentiment. Evercore Upgrade Article
• Positive Sentiment: Legislation (S.3993) proposed to expand apprenticeship support for veterans could widen the skilled labor pool for rail operators like Union Pacific over time, a structural tailwind for operations and maintenance staffing. Apprenticeship Bill Article
• Positive Sentiment: Multiple outlets (Zacks/Yahoo) are highlighting UNP as an attractive dividend stock, which can support demand from income-focused investors and provide a valuation floor during periods of operational volatility. Dividend Coverage Article
• Neutral Sentiment: Union Pacific presented at the JPMorgan Industrials Conference — investor slides and management commentary can provide clarity on network performance and cost plans but are already partly priced in. JPMorgan Presentation
• Neutral Sentiment: Recent roundup pieces and analyst-call coverage (Yahoo Finance) are keeping UNP in the newsflow; useful for retail attention but less likely to drive a sustained directional move alone. Analyst Calls Video
• Negative Sentiment: The Surface Transportation Board has requested additional detailed information on the Union Pacific–Norfolk Southern merger, increasing regulatory risk and potential delay/conditions that could weigh on strategic benefits from the deal. STB Merger Scrutiny Article
• Negative Sentiment: Zacks and other analyst notes point to near-term volume pressure and softer revenue trends, which explain caution among some investors despite strong margins and dividends. Zacks Analyst Blog

Union Pacific Stock Performance

NYSE UNP opened at $235.03 on Friday. The company has a debt-to-equity ratio of 1.64, a current ratio of 0.91 and a quick ratio of 0.75. Union Pacific Corporation has a 1-year low of $204.66 and a 1-year high of $268.14. The firm has a market capitalization of $139.46 billion, a P/E ratio of 19.63, a P/E/G ratio of 2.55 and a beta of 0.95. The business’s 50-day simple moving average is $247.31 and its 200-day simple moving average is $234.27.

Union Pacific (NYSE:UNP) last posted its earnings results on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). Union Pacific had a return on equity of 40.89% and a net margin of 29.12%.The business had revenue of $6.09 billion for the quarter, compared to analyst estimates of $6.15 billion. During the same period last year, the company posted $2.91 EPS. The firm’s revenue for the quarter was down .6% compared to the same quarter last year. Equities analysts predict that Union Pacific Corporation will post 11.99 EPS for the current year.

Union Pacific Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th will be given a $1.38 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $5.52 annualized dividend and a dividend yield of 2.3%. Union Pacific’s dividend payout ratio is presently 46.12%.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on UNP shares. Weiss Ratings raised shares of Union Pacific from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Friday, February 6th. Robert W. Baird set a $311.00 target price on shares of Union Pacific and gave the stock an “outperform” rating in a research report on Friday, March 6th. Royal Bank Of Canada set a $280.00 target price on shares of Union Pacific in a research note on Thursday, December 18th. Deutsche Bank Aktiengesellschaft set a $245.00 price target on Union Pacific in a report on Thursday, December 11th. Finally, Barclays restated an “overweight” rating and set a $285.00 price objective (up from $270.00) on shares of Union Pacific in a report on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, Union Pacific currently has a consensus rating of “Moderate Buy” and an average price target of $264.86.

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.