Eric Gehringer Sells 1,999 Shares of Union Pacific (NYSE:UNP) Stock

Union Pacific Corporation (NYSE:UNP) EVP Eric Gehringer sold 1,999 shares of the company’s stock in a transaction on Friday, March 20th. The shares were sold at an average price of $234.93, for a total value of $469,625.07. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Union Pacific Trading Down 0.1%

NYSE:UNP opened at $244.57 on Friday. The company has a market capitalization of $145.12 billion, a PE ratio of 20.43, a price-to-earnings-growth ratio of 2.70 and a beta of 0.96. 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 Corporation has a 52-week low of $204.66 and a 52-week high of $268.14. The stock has a fifty day simple moving average of $249.79 and a 200-day simple moving average of $235.87.

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

Union Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th were given 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 is currently 46.12%.

Institutional Trading of Union Pacific

A number of hedge funds have recently bought and sold shares of the company. Acadian Asset Management LLC increased its stake in Union Pacific by 40.4% in the first quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock valued at $546,000 after purchasing an additional 665 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in Union Pacific by 0.5% in the 2nd quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock worth $4,741,000 after buying an additional 102 shares during the last quarter. Blueshift Asset Management LLC acquired a new stake in Union Pacific in the 2nd quarter worth about $659,000. Beacon Pointe Advisors LLC grew its holdings in Union Pacific by 4.7% in the 2nd quarter. Beacon Pointe Advisors LLC now owns 39,496 shares of the railroad operator’s stock valued at $9,087,000 after buying an additional 1,774 shares during the period. Finally, Groupe la Francaise increased its stake in shares of Union Pacific by 9.5% during the 2nd quarter. Groupe la Francaise now owns 1,534 shares of the railroad operator’s stock valued at $353,000 after acquiring an additional 133 shares during the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.

Key Stories Impacting Union Pacific

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 brokerages recently issued reports on UNP. Royal Bank Of Canada set a $280.00 price objective on Union Pacific in a research report on Thursday, December 18th. Robert W. Baird set a $311.00 price target on Union Pacific and gave the stock an “outperform” rating in a research report on Friday, March 6th. Raymond James Financial reissued a “strong-buy” rating on shares of Union Pacific in a report on Tuesday, January 27th. Evercore upgraded Union Pacific from an “in-line” rating to an “outperform” rating and set a $262.00 price objective on the stock in a research report on Thursday, March 19th. Finally, Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. 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 data from MarketBeat.com, Union Pacific presently has a consensus rating of “Moderate Buy” and a consensus price target 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.