Savvy Advisors Inc. Grows Stock Holdings in Union Pacific Corporation $UNP

Savvy Advisors Inc. increased its stake in Union Pacific Corporation (NYSE:UNP) by 58.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,769 shares of the railroad operator’s stock after purchasing an additional 3,243 shares during the quarter. Savvy Advisors Inc.’s holdings in Union Pacific were worth $2,029,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Union Bancaire Privee UBP SA boosted its holdings in shares of Union Pacific by 9.8% in the third quarter. Union Bancaire Privee UBP SA now owns 52,849 shares of the railroad operator’s stock worth $12,492,000 after buying an additional 4,707 shares during the last quarter. Midwest Trust Co increased its holdings in Union Pacific by 2.8% during the third quarter. Midwest Trust Co now owns 281,036 shares of the railroad operator’s stock valued at $66,428,000 after buying an additional 7,759 shares during the last quarter. CX Institutional raised its position in Union Pacific by 39.8% in the third quarter. CX Institutional now owns 65,826 shares of the railroad operator’s stock worth $15,559,000 after acquiring an additional 18,742 shares during the period. Thrivent Financial for Lutherans raised its position in Union Pacific by 15.1% in the third quarter. Thrivent Financial for Lutherans now owns 135,188 shares of the railroad operator’s stock worth $31,955,000 after acquiring an additional 17,696 shares during the period. Finally, AustralianSuper Pty Ltd purchased a new position in shares of Union Pacific during the 3rd quarter worth $802,000. Institutional investors own 80.38% of the company’s stock.

Union Pacific News Summary

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

A number of equities research analysts have recently issued reports on UNP shares. Deutsche Bank Aktiengesellschaft set a $245.00 price objective on shares of Union Pacific in a research report on Thursday, December 11th. Royal Bank Of Canada set a $280.00 target price on Union Pacific in a report on Thursday, December 18th. Evercore upgraded Union Pacific from an “in-line” rating to an “outperform” rating and set a $262.00 target price on the stock in a research report on Thursday, March 19th. 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. Finally, TD Cowen reduced their price target on Union Pacific from $257.00 to $255.00 and set a “buy” rating for the company in a research report 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’s stock. According to MarketBeat.com, Union Pacific currently has a consensus rating of “Moderate Buy” and a consensus price target of $265.18.

Insider Activity at Union Pacific

In other news, EVP Eric J. Gehringer sold 1,999 shares of the business’s stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $234.93, for a total value of $469,625.07. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 0.28% of the stock is owned by insiders.

Union Pacific Stock Performance

Shares of NYSE UNP opened at $244.57 on Monday. The firm has a fifty day moving average price of $249.79 and a 200-day moving average price of $236.14. The company has a debt-to-equity ratio of 1.64, a current ratio of 0.91 and a quick ratio of 0.75. The stock has a market cap 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. Union Pacific Corporation has a 1 year low of $204.66 and a 1 year high of $268.14.

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

Union Pacific Announces Dividend

The firm also recently declared 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. The ex-dividend date of this dividend was Friday, February 27th. This represents a $5.52 dividend on an annualized basis and a yield of 2.3%. Union Pacific’s dividend payout ratio (DPR) is currently 46.12%.

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.