Lombard Odier Asset Management Switzerland SA Acquires 2,400 Shares of Union Pacific Corporation $UNP

Lombard Odier Asset Management Switzerland SA boosted its holdings in Union Pacific Corporation (NYSE:UNP) by 10.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 25,902 shares of the railroad operator’s stock after buying an additional 2,400 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Union Pacific were worth $6,284,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of UNP. Tucker Asset Management LLC acquired a new stake in Union Pacific during the 4th quarter worth $25,000. SWAN Capital LLC lifted its stake in shares of Union Pacific by 2,575.0% in the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after purchasing an additional 103 shares during the period. Rachor Investment Advisory Services LLC bought a new position in shares of Union Pacific in the 4th quarter worth $25,000. High Point Wealth Management LLC bought a new position in shares of Union Pacific in the 4th quarter worth $26,000. Finally, Scarborough Advisors LLC acquired a new stake in shares of Union Pacific during the first quarter worth $27,000. 80.38% of the stock is owned by institutional investors.

Key Headlines 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 Stock Up 1.1%

NYSE:UNP opened at $307.54 on Friday. Union Pacific Corporation has a 1 year low of $210.84 and a 1 year high of $315.99. The stock has a 50-day moving average price of $275.12 and a two-hundred day moving average price of $258.32. The stock has a market cap of $182.59 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 3.21 and a beta of 0.96. The company has a current ratio of 0.99, a quick ratio of 0.73 and a debt-to-equity ratio of 1.40.

Union Pacific (NYSE:UNP) last released its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 EPS for the quarter, topping analysts’ consensus estimates of $3.20 by $0.21. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The company had revenue of $6.86 billion for the quarter, compared to analyst estimates of $6.72 billion. During the same quarter last year, the firm posted $3.03 earnings per share. Union Pacific’s revenue was up 11.5% compared to the same quarter last year. As a group, equities analysts expect that Union Pacific Corporation will post 12.84 earnings per share for the current year.

Union Pacific Announces Dividend

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

Insider Transactions at Union Pacific

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the firm’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the sale, the executive vice president directly owned 43,012 shares in the company, valued at approximately $11,353,447.52. This trade represents a 6.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.22% of the company’s stock.

Analysts Set New Price Targets

UNP has been the subject of a number of recent analyst reports. TD Cowen reiterated a “buy” rating and issued a $325.00 price objective (up from $282.00) on shares of Union Pacific in a report on Friday. Citizens Jmp began coverage on Union Pacific in a research report on Wednesday, July 15th. They set an “outperform” rating and a $350.00 target price for the company. Barclays reaffirmed an “overweight” rating and issued a $350.00 price target (up from $315.00) on shares of Union Pacific in a research note on Friday. JPMorgan Chase & Co. increased their price target on shares of Union Pacific from $304.00 to $334.00 and gave the company a “neutral” rating in a research report on Friday. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $339.00 price objective (up from $289.00) on shares of Union Pacific in a research note on Friday. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $319.16.

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.