MassMutual Private Wealth & Trust FSB Cuts 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, HoldingsChannel reports. The firm owned 56,004 shares of the railroad operator’s stock after selling 4,238 shares during the period. MassMutual Private Wealth & Trust FSB’s holdings in Union Pacific were worth $12,955,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Capital World Investors lifted its position in Union Pacific by 193.3% during the 3rd quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock worth $2,477,404,000 after acquiring an additional 6,908,016 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Union Pacific by 72.7% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock valued at $2,169,168,000 after acquiring an additional 3,861,636 shares in the last quarter. Capital Research Global Investors grew its position in Union Pacific by 95.0% in the third quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock valued at $2,059,538,000 after acquiring an additional 4,244,226 shares in the last quarter. Norges Bank purchased a new stake in shares of Union Pacific during the second quarter valued at approximately $1,856,340,000. Finally, Franklin Resources Inc. lifted its position in shares of Union Pacific by 18.9% during the third quarter. Franklin Resources Inc. now owns 7,164,334 shares of the railroad operator’s stock worth $1,693,434,000 after purchasing an additional 1,139,926 shares in the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.

Key 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

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on UNP shares. Susquehanna restated a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. Weiss Ratings upgraded shares of Union Pacific from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 6th. Citigroup reissued a “buy” rating and issued a $270.00 price objective (up from $265.00) on shares of Union Pacific in a research report on Wednesday, January 28th. Raymond James Financial restated a “strong-buy” rating on shares of Union Pacific in a research note on Tuesday, January 27th. Finally, TD Cowen lowered their target price on Union Pacific from $257.00 to $255.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $264.86.

Union Pacific Price Performance

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

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

Union Pacific Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th will be issued 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 is Friday, February 27th. Union Pacific’s payout ratio is 46.12%.

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.