Perpetual Ltd Increases Stake in Union Pacific Corporation $UNP

Perpetual Ltd lifted its stake in shares of Union Pacific Corporation (NYSE:UNP) by 6,285.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 512,221 shares of the railroad operator’s stock after buying an additional 504,199 shares during the quarter. Union Pacific makes up approximately 1.5% of Perpetual Ltd’s portfolio, making the stock its 21st biggest position. Perpetual Ltd’s holdings in Union Pacific were worth $121,074,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. CBIZ Investment Advisory Services LLC increased its position in shares of Union Pacific by 1,400.0% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 120 shares of the railroad operator’s stock valued at $28,000 after purchasing an additional 112 shares during the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Union Pacific during the 2nd quarter worth $30,000. Total Investment Management Inc. acquired a new position in shares of Union Pacific during the second quarter worth $31,000. Financial Gravity Companies Inc. purchased a new position in Union Pacific in the second quarter valued at $31,000. Finally, Access Investment Management LLC acquired a new stake in Union Pacific in the second quarter valued at $32,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

Trending Headlines about Union Pacific

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

• Positive Sentiment: UNP and Norfolk Southern filed a nearly 7,000‑page application with the STB to create a coast‑to‑coast railroad — a major step that advances potential scale, network efficiencies and revenue synergies. Union Pacific kicks off regulatory review for $85 bln coast‑to‑coast rail merger
• Positive Sentiment: Bank of America raised its price target on UNP (to $266), signaling some analysts see upside if the deal and integration deliver on promised efficiencies. Union Pacific price target raised to $266 from $260 at BofA
• Neutral Sentiment: The filing starts a formal STB review period (the regulator has 30 days to request more information or propose initial remedies), so near‑term timing and conditions are uncertain. Union Pacific, Norfolk submit papers for regulatory review of $85 billion merger
• Neutral Sentiment: Management scheduled an analyst call to walk through the STB application — useful for investors seeking detail on projected cost savings, capital plans and integration risks. Analyst call to review STB merger application
• Negative Sentiment: Regulators will weigh whether the merger improves service or stifles competition; the NYT notes significant scrutiny and a decision timeline stretching to 2027, raising execution and regulatory risk. Union Pacific and Norfolk Southern Try Making Their Case for a Merger
• Negative Sentiment: Some analysts remain skeptical about UNP’s near‑term share performance and the deal’s risk profile, highlighting potential for regulatory remedies, prolonged review or integration setbacks. Deutsche Bank Analyst Skeptical about Union Pacific

Union Pacific Trading Down 0.1%

NYSE:UNP opened at $234.25 on Friday. The company has a market capitalization of $138.95 billion, a PE ratio of 19.90, a P/E/G ratio of 2.72 and a beta of 0.99. Union Pacific Corporation has a 52-week low of $204.66 and a 52-week high of $256.84. The stock’s 50 day moving average price is $226.84 and its 200 day moving average price is $226.28. The company has a quick ratio of 0.60, a current ratio of 0.75 and a debt-to-equity ratio of 1.75.

Union Pacific (NYSE:UNP) last released its quarterly earnings results on Thursday, October 23rd. The railroad operator reported $3.08 EPS for the quarter, beating the consensus estimate of $2.99 by $0.09. Union Pacific had a net margin of 28.73% and a return on equity of 42.23%. The firm had revenue of $6.24 billion during the quarter, compared to the consensus estimate of $6.24 billion. During the same quarter in the prior year, the firm earned $2.75 EPS. Union Pacific’s revenue for the quarter was up 2.5% on a year-over-year basis. On average, research analysts anticipate 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, December 30th. Investors of record on Friday, December 5th will be issued a dividend of $1.38 per share. The ex-dividend date of this dividend is Friday, December 5th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.4%. Union Pacific’s dividend payout ratio (DPR) is currently 46.90%.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on UNP. BMO Capital Markets lowered their price objective on Union Pacific from $277.00 to $275.00 and set an “outperform” rating for the company in a research report on Friday, October 24th. Weiss Ratings restated a “hold (c+)” rating on shares of Union Pacific in a research note on Wednesday, October 8th. Loop Capital upgraded shares of Union Pacific from a “sell” rating to a “hold” rating and increased their price target for the company from $214.00 to $227.00 in a research note on Tuesday, September 16th. The Goldman Sachs Group set a $263.00 price objective on shares of Union Pacific and gave the stock a “neutral” rating in a report on Thursday, October 23rd. Finally, Royal Bank Of Canada set a $280.00 price objective on shares of Union Pacific in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $260.33.

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.