FARMERS & MERCHANTS TRUST Co OF LONG BEACH Trims Stake in Union Pacific Corporation $UNP

FARMERS & MERCHANTS TRUST Co OF LONG BEACH lessened its stake in Union Pacific Corporation (NYSE:UNP) by 70.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,725 shares of the railroad operator’s stock after selling 6,578 shares during the period. FARMERS & MERCHANTS TRUST Co OF LONG BEACH’s holdings in Union Pacific were worth $630,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Capital World Investors grew its stake in Union Pacific by 193.3% in the 3rd quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock worth $2,477,404,000 after acquiring an additional 6,908,016 shares in the last quarter. Capital Research Global Investors grew its stake in Union Pacific by 95.0% in the 3rd quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock worth $2,059,538,000 after acquiring an additional 4,244,226 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Union Pacific by 72.7% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock worth $2,169,168,000 after acquiring an additional 3,861,636 shares in the last quarter. EdgePoint Investment Group Inc. bought a new position in Union Pacific in the 3rd quarter worth about $408,592,000. Finally, Baupost Group LLC MA bought a new position in Union Pacific in the 3rd quarter worth about $353,658,000. Institutional investors own 80.38% of the company’s stock.

Insider Transactions at Union Pacific

In other Union Pacific news, EVP Eric J. Gehringer sold 1,999 shares of the stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $234.93, for a total transaction of $469,625.07. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.22% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of brokerages have commented on UNP. Wells Fargo & Company restated an “overweight” rating and issued a $300.00 target price (up from $260.00) on shares of Union Pacific in a research note on Friday. Royal Bank Of Canada restated an “outperform” rating and issued a $289.00 target price (up from $273.00) on shares of Union Pacific in a research note on Friday. JPMorgan Chase & Co. upped their target price on shares of Union Pacific from $267.00 to $275.00 and gave the stock a “neutral” rating in a research note on Friday. Raymond James Financial set a $310.00 target price on shares of Union Pacific in a research note on Friday. Finally, Barclays restated an “overweight” rating and issued a $315.00 target price (up from $285.00) on shares of Union Pacific in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $278.38.

Union Pacific Stock Up 0.2%

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

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

Union Pacific Dividend Announcement

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

Key Union Pacific News

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

Union Pacific 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.