Advocate Group LLC Acquires 4,857 Shares of Union Pacific Corporation $UNP

Advocate Group LLC grew its holdings in shares of Union Pacific Corporation (NYSE:UNP) by 13.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,315 shares of the railroad operator’s stock after buying an additional 4,857 shares during the quarter. Union Pacific accounts for about 1.5% of Advocate Group LLC’s holdings, making the stock its 22nd biggest position. Advocate Group LLC’s holdings in Union Pacific were worth $9,557,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Caitlin John LLC purchased a new position in shares of Union Pacific during the third quarter valued at approximately $27,000. Saranac Partners Ltd purchased a new stake in Union Pacific in the 3rd quarter valued at $27,000. Howard Hughes Medical Institute bought a new position in Union Pacific during the 2nd quarter valued at $30,000. Total Investment Management Inc. purchased a new position in Union Pacific during the 2nd quarter worth $31,000. Finally, Stephens Consulting LLC boosted its holdings in Union Pacific by 48.4% during the 4th quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator’s stock worth $31,000 after acquiring an additional 44 shares during the last quarter. 80.38% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Sanford C. Bernstein increased 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. Evercore upgraded shares of Union Pacific from an “in-line” rating to an “outperform” rating and set a $262.00 price target on the stock in a report on Thursday, March 19th. Susquehanna reiterated a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. Citigroup reissued 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, TD Cowen cut their target price on Union Pacific from $257.00 to $255.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $265.18.

Trending Headlines about 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

Union Pacific Price Performance

Shares of NYSE:UNP opened at $244.57 on Friday. The company has a market capitalization of $145.12 billion, a P/E ratio of 20.43, a price-to-earnings-growth ratio of 2.70 and a beta of 0.96. The company’s 50-day moving average is $249.79 and its 200 day moving average is $236.01. 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 fifty-two week low of $204.66 and a fifty-two week high of $268.14.

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

Union Pacific Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, February 27th were 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 of this dividend was Friday, February 27th. Union Pacific’s payout ratio is 46.12%.

Insider Activity at Union Pacific

In related news, EVP Eric J. Gehringer sold 1,999 shares of the company’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $234.93, for a total value of $469,625.07. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Company insiders own 0.28% of the company’s stock.

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.