12,102 Union Pacific Corporation $UNP Shares Acquired by Banque Pictet & Cie SA

Key Points

• Banque Pictet & Cie SA increased its Union Pacific position by 14.6% in the third quarter, acquiring 12,102 shares and bringing its holdings to 94,995 shares valued at approximately $25.85 million. Institutional investors collectively own 80.38% of UNP.
• Union Pacific exceeded quarterly expectations with EPS of $3.41 versus a $3.26 estimate and revenue of $6.86 billion, up 11.5% year over year. The company also raised its quarterly dividend to $1.42, or $5.68 annually, yielding about 2.0%.
• Analyst sentiment remains positive overall, with a consensus rating of “Moderate Buy” and an average price target of $325, although some firms maintain cautious views. Shares recently traded near $289, below the 52-week high of $315.99.

Banque Pictet & Cie SA raised its position in Union Pacific Corporation (NYSE:UNP - Free Report) by 14.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 94,995 shares of the railroad operator's stock after buying an additional 12,102 shares during the period. Banque Pictet & Cie SA's holdings in Union Pacific were worth $25,851,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Capital Advisors Inc. OK boosted its holdings in Union Pacific by 1.8% during the 2nd quarter. Capital Advisors Inc. OK now owns 1,888 shares of the railroad operator's stock valued at $513,000 after acquiring an additional 34 shares during the period. Tiemann Investment Advisors LLC boosted its stake in shares of Union Pacific by 1.7% in the second quarter. Tiemann Investment Advisors LLC now owns 2,117 shares of the railroad operator's stock valued at $576,000 after purchasing an additional 35 shares during the period. Burford Brothers Inc. boosted its stake in shares of Union Pacific by 1.9% in the second quarter. Burford Brothers Inc. now owns 1,877 shares of the railroad operator's stock valued at $511,000 after purchasing an additional 35 shares during the period. TFR Capital LLC. grew its holdings in shares of Union Pacific by 3.8% in the second quarter. TFR Capital LLC. now owns 979 shares of the railroad operator's stock valued at $266,000 after purchasing an additional 36 shares in the last quarter. Finally, Key Financial Inc increased its stake in Union Pacific by 2.1% during the 1st quarter. Key Financial Inc now owns 1,821 shares of the railroad operator's stock worth $442,000 after buying an additional 38 shares during the period. 80.38% of the stock is owned by hedge funds and other institutional investors.

Union Pacific Stock Performance

Shares of UNP opened at $288.98 on Friday. The company has a 50-day simple moving average of $287.73 and a 200-day simple moving average of $276.60. The company has a market capitalization of $171.67 billion, a PE ratio of 23.51, a P/E/G ratio of 2.87 and a beta of 0.95. The company has a quick ratio of 0.82, a current ratio of 0.99 and a debt-to-equity ratio of 1.40. Union Pacific Corporation has a 52-week low of $215.53 and a 52-week high of $315.99.

Union Pacific (NYSE:UNP - Get Free Report) last released its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.26 by $0.15. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%. The business had revenue of $6.86 billion during the quarter, compared to the consensus estimate of $6.72 billion. During the same quarter in the previous year, the company posted $3.03 EPS. The business's revenue was up 11.5% on a year-over-year basis. Equities research analysts predict that Union Pacific Corporation will post 13.05 earnings per share for the current fiscal year.

Union Pacific Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st were issued a $1.42 dividend. This is a positive change from Union Pacific's previous quarterly dividend of $1.38. The ex-dividend date was Monday, August 31st. This represents a $5.68 dividend on an annualized basis and a dividend yield of 2.0%. Union Pacific's dividend payout ratio (DPR) is 45.99%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. Wells Fargo & Company reissued an "overweight" rating and issued a $335.00 price target (up from $315.00) on shares of Union Pacific in a research report on Friday, July 24th. Susquehanna reduced their price objective on Union Pacific from $345.00 to $333.00 and set a "positive" rating on the stock in a research note on Friday, October 2nd. Citigroup reiterated a "cautious" rating on shares of Union Pacific in a report on Wednesday, October 7th. Benchmark boosted their target price on Union Pacific from $325.00 to $335.00 and gave the stock a "buy" rating in a research note on Friday, July 24th. Finally, Weiss Ratings raised Union Pacific from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, October 9th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $325.00.

Key Union Pacific News

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

• Positive Sentiment: Analysts expect Union Pacific to deliver earnings growth and potentially exceed estimates this season. Zacks cites favorable earnings-surprise indicators for UNP, which could support the stock if confirmed by the company’s October 22 results. 4 Transportation Stocks Likely to Deliver an Earnings Beat This Season
• Positive Sentiment: Recent coverage highlights UNP’s extensive rail network and economic moat, which support pricing power, durable cash generation and its dividend. The stock has also posted strong longer-term gains, reflecting investor confidence in the railroad’s business quality. 3 Dividend Stocks With Economic Moats
• Neutral Sentiment: Union Pacific will release third-quarter results on October 22 before the market opens, followed by a management conference call. The event is a near-term catalyst, with investors likely seeking updates on freight demand, operating performance, cash flow and the Norfolk Southern deal. Union Pacific Announces Third Quarter 2026 Earnings Release Date
• Neutral Sentiment: Valuation commentary is mixed. UNP has delivered strong recent and multiyear returns and is trading near estimates of fair value, while investors are assessing whether expected future cash flows justify the current valuation and the risks associated with the proposed Norfolk Southern transaction. Union Pacific Stock Trades Near Fair Value After Cash Flow Review
• Negative Sentiment: Chief Financial Officer Jennifer Hamann plans to retire in early 2027. Although the transition is not immediate, the announcement introduces leadership uncertainty and is the main reason for near-term pressure on UNP shares. The company has announced a search for her successor. Union Pacific CFO Jennifer Hamann to Retire

Union Pacific Profile

Union Pacific Corporation NYSE: UNP is a freight railroad company that operates one of the largest rail networks in North America. Through its principal subsidiary, Union Pacific Railroad, the company provides transportation services for businesses across the western two-thirds of the United States.

Union Pacific transports a broad range of commodities and manufactured goods, including agricultural products, automotive vehicles and parts, chemicals, coal, industrial products, forest products, and intermodal containers.

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