Anchyra Partners LLC Takes $595,000 Position in Union Pacific Corporation $UNP

Anchyra Partners LLC acquired a new position in shares of Union Pacific Corporation (NYSE:UNP) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 2,571 shares of the railroad operator’s stock, valued at approximately $595,000.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Acadian Asset Management LLC increased its position in Union Pacific by 40.4% during the first quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock worth $546,000 after buying an additional 665 shares during the last quarter. Schnieders Capital Management LLC. lifted its position in shares of Union Pacific by 0.5% in the second quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock valued at $4,741,000 after buying an additional 102 shares during the last quarter. Main Street Financial Solutions LLC lifted its position in shares of Union Pacific by 1.6% in the second quarter. Main Street Financial Solutions LLC now owns 3,733 shares of the railroad operator’s stock valued at $859,000 after buying an additional 58 shares during the last quarter. HUB Investment Partners LLC boosted its stake in shares of Union Pacific by 10.0% during the 2nd quarter. HUB Investment Partners LLC now owns 6,091 shares of the railroad operator’s stock worth $1,401,000 after acquiring an additional 554 shares during the period. Finally, Alliancebernstein L.P. boosted its stake in shares of Union Pacific by 7.4% during the 2nd quarter. Alliancebernstein L.P. now owns 1,528,426 shares of the railroad operator’s stock worth $351,660,000 after acquiring an additional 105,664 shares during the period. 80.38% of the stock is owned by institutional investors.

Union Pacific News Roundup

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

• Positive Sentiment: Q1 results beat and guidance reaffirmed — UNP reported upside to consensus (adjusted EPS $2.93, revenue ~$6.22B) and reiterated its full‑year outlook, with management highlighting efficiency gains and record net income that support near‑term earnings visibility. Business Wire: Q1 Results
• Positive Sentiment: Analysts lifting targets and ratings — Multiple firms raised price targets or reiterated buy/neutral views after the upbeat quarter, signaling Wall Street is repricing UNP higher on execution and pricing power. Benzinga: Analyst Note
• Positive Sentiment: Merger optionality resurfacing — Management said a revised regulatory filing for the proposed Norfolk Southern acquisition is imminent, keeping upside from potential synergies and deal progress in play. That comment has supported optimistic positioning. QuiverQuant: Deal Progress
• Positive Sentiment: Momentum drove a 52‑week high — The combination of the beat, guidance affirmation and deal commentary pushed UNP to fresh highs earlier this week, reflecting strong sentiment among growth/value investors. American Banking News: 12‑Month High
• Neutral Sentiment: Earnings call/transcripts available — The full Q1 call and transcripts provide detail on freight mix, pricing, merger prep and cost items for investors doing due diligence. Yahoo Finance: Earnings Highlights
• Negative Sentiment: Fuel costs threaten margins — Management warned that higher fuel prices will pressure margins, a near‑term headwind that could erode some of the beat if fuel/operating costs accelerate. MSN: Fuel Headwind
• Negative Sentiment: Regulatory and execution risks on the merger remain — The STB previously found the initial filing incomplete and merger‑related costs hit results; regulatory timing and potential additional remediation remain material risks that can re‑rate the stock if progress stalls. QuiverQuant: Regulatory Update

Insider Activity at Union Pacific

In related news, EVP Eric J. Gehringer sold 1,999 shares of the company’s stock in a transaction dated 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 filing with the SEC, which is available through the SEC website. Company insiders own 0.22% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Evercore restated an “outperform” rating and issued a $277.00 price target on shares of Union Pacific in a research note on Friday. TD Cowen lifted their price objective on shares of Union Pacific from $256.00 to $282.00 and gave the stock a “buy” rating in a research report on Friday. Barclays reiterated an “overweight” rating and issued a $315.00 price objective (up from $285.00) on shares of Union Pacific in a report on Friday. Raymond James Financial set a $310.00 price objective on shares of Union Pacific in a research report on Friday. Finally, Robert W. Baird set a $311.00 target price on shares of Union Pacific and gave the stock an “outperform” rating in a research note on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, Union Pacific presently has a consensus rating of “Moderate Buy” and an average target price of $278.38.

Union Pacific Price Performance

Shares of NYSE UNP opened at $269.21 on Monday. The firm has a market cap of $159.83 billion, a P/E ratio of 22.18, a price-to-earnings-growth ratio of 2.87 and a beta of 0.96. The business’s 50 day moving average is $251.76 and its 200-day moving average is $238.37. The company has a current ratio of 0.92, a quick ratio of 0.73 and a debt-to-equity ratio of 1.53. Union Pacific Corporation has a 1-year low of $210.53 and a 1-year high of $274.79.

Union Pacific (NYSE:UNP) last released its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.86 by $0.07. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The business had revenue of $6.22 billion during the quarter, compared to the consensus estimate of $6.12 billion. During the same period in the previous year, the company posted $2.70 EPS. The firm’s quarterly revenue was up 3.2% on a year-over-year basis. Equities research analysts predict that Union Pacific Corporation will post 12.45 earnings per share for the current year.

Union Pacific Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th were given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, February 27th. Union Pacific’s payout ratio is presently 45.47%.

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.