QV Investors Inc. Has $15.86 Million Stock Position in Union Pacific Corporation $UNP

QV Investors Inc. cut its stake in Union Pacific Corporation (NYSE:UNP) by 6.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,551 shares of the railroad operator’s stock after selling 4,710 shares during the period. Union Pacific accounts for 1.3% of QV Investors Inc.’s investment portfolio, making the stock its 27th largest holding. QV Investors Inc.’s holdings in Union Pacific were worth $15,857,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. Accel Wealth Management bought a new position in Union Pacific during the 4th quarter worth approximately $234,000. Savvy Advisors Inc. boosted its stake in shares of Union Pacific by 58.7% in the 4th quarter. Savvy Advisors Inc. now owns 8,769 shares of the railroad operator’s stock valued at $2,029,000 after purchasing an additional 3,243 shares during the last quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO increased its position in shares of Union Pacific by 8.6% during the fourth quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO now owns 10,904 shares of the railroad operator’s stock worth $2,522,000 after buying an additional 867 shares during the period. Perpetual Ltd increased its position in shares of Union Pacific by 40.3% during the fourth quarter. Perpetual Ltd now owns 718,637 shares of the railroad operator’s stock worth $166,235,000 after buying an additional 206,416 shares during the period. Finally, Cigna Investments Inc. New raised its stake in Union Pacific by 1.8% during the fourth quarter. Cigna Investments Inc. New now owns 5,746 shares of the railroad operator’s stock worth $1,329,000 after buying an additional 99 shares during the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.

Union Pacific Stock Down 0.1%

Union Pacific stock opened at $244.57 on Friday. The company has a market capitalization of $145.12 billion, a PE ratio of 20.43, a PEG ratio of 2.70 and a beta of 0.96. Union Pacific Corporation has a 12-month low of $204.66 and a 12-month high of $268.14. The firm’s fifty day moving average is $249.79 and its 200 day moving average is $236.01. The company has a quick ratio of 0.75, a current ratio of 0.91 and a debt-to-equity ratio of 1.64.

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

Union Pacific Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th were paid a $1.38 dividend. The ex-dividend date was Friday, February 27th. This represents a $5.52 annualized dividend and a dividend yield of 2.3%. Union Pacific’s dividend payout ratio (DPR) is currently 46.12%.

Insider Buying and Selling

In related news, EVP Eric J. Gehringer sold 1,999 shares of the business’s stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $234.93, for a total value of $469,625.07. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is owned by insiders.

Union Pacific News Roundup

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

• Positive Sentiment: Labor/merger progress — The American Train Dispatchers Association and Union Pacific announced an agreement that guarantees jobs for current union employees as UP and Norfolk Southern move toward a combined single‑line coast‑to‑coast railroad; that reduces labor risk around the merger and is a constructive step for expected integration synergies. Business Wire: ATDA agreement
• Positive Sentiment: Port capacity tailwind — APM Terminals completed a $73M on‑dock rail expansion at the Port of Los Angeles that effectively doubled that terminal’s rail capacity; higher on‑dock rail throughput can boost intermodal volumes to western Class I rails, including Union Pacific, over time. Yahoo Finance: APM Terminals expansion
• Positive Sentiment: Analyst support — Sanford C. Bernstein and other brokers have recently expressed a constructive view on UNP, noting upside potential which can underpin buying interest after the pullback. American Banking News: Bernstein outlook
• Neutral Sentiment: Valuation/technical pullback — Recent analysis highlights an ~8% 30‑day decline and mixed momentum despite positive multi‑month returns; investors are reassessing valuation and near‑term growth visibility. Yahoo Finance: valuation check
• Negative Sentiment: Insider sale disclosed — EVP Eric Gehringer sold 1,999 shares (around $470k) in a March 20 transaction; small‑scale insider selling can create short‑term pressure or signal portfolio rebalancing. InsiderTrades: Gehringer sale
• Negative Sentiment: Earlier earnings miss — Union Pacific’s Jan. 27 quarter missed EPS and revenue estimates (EPS short of consensus and slight y/y revenue decline), a reminder of near‑term demand sensitivity that likely contributed to the recent price pullback. SEC filing / Market disclosure

Analyst Ratings Changes

Several research firms recently issued reports on UNP. Sanford C. Bernstein boosted their target price on shares of Union Pacific from $289.00 to $293.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. TD Cowen decreased their price target on Union Pacific from $257.00 to $255.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. The Goldman Sachs Group reissued a “neutral” rating and issued a $267.00 price objective on shares of Union Pacific in a research note on Tuesday, January 27th. Citigroup restated a “buy” rating and set a $270.00 target price (up from $265.00) on shares of Union Pacific in a research report on Wednesday, January 28th. Finally, BMO Capital Markets reaffirmed a “market perform” rating and set a $295.00 target price on shares of Union Pacific in a research note on Thursday, February 19th. One equities 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 company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $265.18.

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.