Union Pacific Corporation $UNP Shares Acquired by Northside Capital Management LLC

Northside Capital Management LLC grew its stake in Union Pacific Corporation (NYSE:UNP) by 343.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 41,638 shares of the railroad operator’s stock after purchasing an additional 32,255 shares during the period. Northside Capital Management LLC’s holdings in Union Pacific were worth $9,632,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Caitlin John LLC acquired a new position in Union Pacific during the third quarter worth $27,000. Saranac Partners Ltd purchased a new stake in Union Pacific in the 3rd quarter valued at $27,000. Howard Hughes Medical Institute acquired a new stake in shares of Union Pacific in the 2nd quarter worth $30,000. Total Investment Management Inc. purchased a new position in shares of Union Pacific during the 2nd quarter worth $31,000. Finally, Quarry LP purchased a new position in shares of Union Pacific during the 3rd quarter worth $34,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

Union Pacific Stock Up 0.4%

Shares of NYSE:UNP opened at $235.03 on Friday. The company has a market capitalization of $139.46 billion, a price-to-earnings ratio of 19.63, a PEG ratio of 2.56 and a beta of 0.95. Union Pacific Corporation has a 12-month low of $204.66 and a 12-month high of $268.14. The business has a 50-day moving average price of $247.31 and a 200 day moving average price of $234.36. The company has a current ratio of 0.91, a quick ratio of 0.75 and a debt-to-equity ratio of 1.64.

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

Union Pacific Dividend Announcement

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

More Union Pacific News

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

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on UNP. Royal Bank Of Canada set a $280.00 price objective on shares of Union Pacific in a report on Thursday, December 18th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $267.00 target price on shares of Union Pacific in a research note on Tuesday, January 27th. Raymond James Financial reiterated a “strong-buy” rating on shares of Union Pacific in a report on Tuesday, January 27th. JPMorgan Chase & Co. cut their price target on shares of Union Pacific from $270.00 to $265.00 and set a “neutral” rating for the company in a report on Wednesday, January 28th. Finally, Evercore raised shares of Union Pacific from an “in-line” rating to an “outperform” rating and set a $262.00 price target on the stock in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $264.86.

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.