Bollard Group LLC Increases Stake in Union Pacific Corporation $UNP

Bollard Group LLC boosted its stake in shares of Union Pacific Corporation (NYSE:UNP) by 12.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 26,079 shares of the railroad operator’s stock after purchasing an additional 2,927 shares during the period. Bollard Group LLC’s holdings in Union Pacific were worth $6,327,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Tucker Asset Management LLC acquired a new stake in shares of Union Pacific during the fourth quarter worth $25,000. SWAN Capital LLC raised its stake in Union Pacific by 2,575.0% in the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after acquiring an additional 103 shares during the last quarter. Rachor Investment Advisory Services LLC acquired a new stake in Union Pacific during the 4th quarter worth about $25,000. High Point Wealth Management LLC acquired a new stake in Union Pacific during the 4th quarter worth about $26,000. Finally, Scarborough Advisors LLC purchased a new stake in Union Pacific during the 1st quarter valued at about $27,000. Institutional investors and hedge funds own 80.38% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on UNP. Citizens Jmp began coverage on Union Pacific in a research note on Wednesday, July 15th. They issued an “outperform” rating and a $350.00 price objective for the company. Wells Fargo & Company reiterated an “overweight” rating and issued a $335.00 target price (up from $315.00) on shares of Union Pacific in a research report on Friday. The Goldman Sachs Group set a $317.00 price target on shares of Union Pacific and gave the stock a “neutral” rating in a research report on Thursday. JPMorgan Chase & Co. lifted their price objective on shares of Union Pacific from $304.00 to $334.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Union Pacific in a report on Monday, July 13th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $319.16.

Insiders Place Their Bets

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total transaction of $789,504.36. Following the transaction, the executive vice president owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. This trade represents a 6.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.22% of the stock is currently owned by company insiders.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both ahead of Wall Street estimates, reinforcing confidence in operating momentum and pricing power.
• Positive Sentiment: Analysts turned more constructive after the earnings beat, with Citigroup, JPMorgan, Benchmark, and Bank of America all raising price targets, suggesting expectations for further upside in the stock.
• Positive Sentiment: Union Pacific and Canadian National reached a binding access agreement tied to the proposed Norfolk Southern merger, easing competition concerns and improving the odds of regulatory approval while also giving UNP better Chicago routing efficiency and expanded corridor access. Article Title
• Neutral Sentiment: The broader news flow also highlighted that the merger and access agreement may reshape North American rail traffic patterns, but the deal still depends on Surface Transportation Board approval and final closing.
• Neutral Sentiment: Several articles noted Union Pacific’s record freight revenue and improved efficiency, which supports the bullish case but is already partly reflected in the recent rally.

Union Pacific Stock Performance

NYSE:UNP opened at $307.54 on Friday. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.73. The firm has a market capitalization of $182.59 billion, a price-to-earnings ratio of 24.90, a PEG ratio of 3.18 and a beta of 0.96. The company’s 50-day moving average is $275.12 and its two-hundred day moving average is $258.32. Union Pacific Corporation has a 1-year low of $210.84 and a 1-year high of $315.99.

Union Pacific (NYSE:UNP) last posted its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, topping analysts’ consensus estimates of $3.26 by $0.15. The firm had revenue of $6.86 billion during the quarter, compared to analysts’ expectations of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The firm’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter last year, the company posted $3.03 EPS. Analysts forecast that Union Pacific Corporation will post 12.64 EPS for the current year.

Union Pacific Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Friday, May 29th were given a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Friday, May 29th. Union Pacific’s dividend payout ratio (DPR) is 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.