Epoch Investment Partners Inc. Sells 58,766 Shares of Union Pacific Corporation $UNP

Epoch Investment Partners Inc. reduced its holdings in Union Pacific Corporation (NYSE:UNP) by 47.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 66,008 shares of the railroad operator’s stock after selling 58,766 shares during the period. Epoch Investment Partners Inc.’s holdings in Union Pacific were worth $16,015,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Rachor Investment Advisory Services LLC bought a new position in shares of Union Pacific in the 4th quarter valued at about $25,000. Tucker Asset Management LLC acquired a new stake in shares of Union Pacific in the fourth quarter valued at about $25,000. SWAN Capital LLC raised its holdings in Union Pacific by 2,575.0% during the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after acquiring an additional 103 shares in the last quarter. High Point Wealth Management LLC bought a new stake in Union Pacific during the fourth quarter worth about $26,000. Finally, Cornerstone Financial Management LLC acquired a new position in Union Pacific during the fourth quarter valued at approximately $27,000. 80.38% of the stock is owned by institutional investors.

Insider Buying and Selling at Union Pacific

In related news, EVP Eric J. Gehringer sold 2,991 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total transaction of $789,504.36. Following the transaction, the executive vice president directly owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. The trade was a 6.50% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.22% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on UNP. Sanford C. Bernstein raised their price target on Union Pacific from $289.00 to $293.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Bank of America upped their price objective on Union Pacific from $301.00 to $334.00 and gave the stock a “buy” rating in a research note on Thursday. Citizens Jmp assumed coverage on Union Pacific in a report on Wednesday, July 15th. They issued an “outperform” rating and a $350.00 price objective for the company. Evercore reissued an “outperform” rating and issued a $294.00 target price on shares of Union Pacific in a research note on Thursday, June 25th. Finally, Raymond James Financial restated a “strong-buy” rating on shares of Union Pacific in a report on Monday, July 13th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $319.16.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both ahead of Wall Street estimates, reinforcing confidence in operating momentum and pricing power.
• Positive Sentiment: Analysts turned more constructive after the earnings beat, with Citigroup, JPMorgan, Benchmark, and Bank of America all raising price targets, suggesting expectations for further upside in the stock.
• Positive Sentiment: Union Pacific and Canadian National reached a binding access agreement tied to the proposed Norfolk Southern merger, easing competition concerns and improving the odds of regulatory approval while also giving UNP better Chicago routing efficiency and expanded corridor access. Article Title
• Neutral Sentiment: The broader news flow also highlighted that the merger and access agreement may reshape North American rail traffic patterns, but the deal still depends on Surface Transportation Board approval and final closing.
• Neutral Sentiment: Several articles noted Union Pacific’s record freight revenue and improved efficiency, which supports the bullish case but is already partly reflected in the recent rally.

Union Pacific Trading Up 1.1%

Shares of NYSE:UNP opened at $307.54 on Friday. Union Pacific Corporation has a 52-week low of $210.84 and a 52-week high of $315.99. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.73 and a current ratio of 0.99. The company has a market capitalization of $182.59 billion, a P/E ratio of 24.90, a price-to-earnings-growth ratio of 3.21 and a beta of 0.96. The company has a 50-day simple moving average of $275.12 and a 200 day simple moving average of $258.32.

Union Pacific (NYSE:UNP) last announced its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, topping analysts’ consensus estimates of $3.20 by $0.21. The firm had revenue of $6.86 billion for the quarter, compared to the consensus estimate of $6.72 billion. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The business’s revenue was up 11.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.03 earnings per share. Sell-side analysts forecast that Union Pacific Corporation will post 12.84 earnings per share for the current year.

Union Pacific Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th were paid a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Friday, May 29th. Union Pacific’s payout ratio is currently 44.70%.

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.