1834 Investment Advisors Co. Decreases Position in Union Pacific Corporation $UNP

Key Points

• 1834 Investment Advisors cut its stake in Union Pacific by 60.6% in Q4, selling 5,463 shares and leaving 3,549 shares valued at $821,000; institutional investors now own about 80.38% of UNP.
• Union Pacific beat Q1 expectations (adjusted EPS $2.93 vs. $2.86; revenue ~$6.22B), reaffirmed full‑year guidance, and spurred analyst upgrades and higher price targets (consensus target ≈ $278.38), helping push the stock to a 52‑week high.
• Management said a revised regulatory filing for the proposed Norfolk Southern acquisition is imminent, keeping merger upside in play, but regulatory/execution risks and rising fuel costs are noted as material near‑term headwinds.

1834 Investment Advisors Co. decreased its position in Union Pacific Corporation (NYSE:UNP - Free Report) by 60.6% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,549 shares of the railroad operator's stock after selling 5,463 shares during the period. 1834 Investment Advisors Co.'s holdings in Union Pacific were worth $821,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Camelot Portfolios LLC acquired a new position in shares of Union Pacific during the 4th quarter worth approximately $53,000. Atlas Legacy Advisors LLC lifted its stake in Union Pacific by 11.7% in the 4th quarter. Atlas Legacy Advisors LLC now owns 1,593 shares of the railroad operator's stock valued at $366,000 after buying an additional 167 shares in the last quarter. Saybrook Capital NC grew its holdings in Union Pacific by 4.8% during the 4th quarter. Saybrook Capital NC now owns 20,579 shares of the railroad operator's stock valued at $4,760,000 after buying an additional 950 shares during the last quarter. Concord Asset Management LLC VA increased its position in Union Pacific by 1.6% during the fourth quarter. Concord Asset Management LLC VA now owns 14,299 shares of the railroad operator's stock worth $3,308,000 after buying an additional 219 shares in the last quarter. Finally, Concord Wealth Partners increased its position in Union Pacific by 4.0% during the fourth quarter. Concord Wealth Partners now owns 14,659 shares of the railroad operator's stock worth $3,391,000 after buying an additional 564 shares in the last quarter. Institutional investors and hedge funds own 80.38% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on UNP shares. The Goldman Sachs Group restated a "neutral" rating and issued a $267.00 price objective on shares of Union Pacific in a research report on Tuesday, January 27th. TD Cowen lifted their price objective on Union Pacific from $256.00 to $282.00 and gave the stock a "buy" rating in a research report on Friday. Weiss Ratings raised shares of Union Pacific from a "buy (b-)" rating to a "buy (b)" rating in a research note on Tuesday, April 21st. BMO Capital Markets restated a "market perform" rating and issued a $285.00 target price (up from $278.00) on shares of Union Pacific in a report on Friday. Finally, UBS Group reaffirmed a "neutral" rating and set a $274.00 price target (up from $253.00) 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 assigned a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, Union Pacific has an average rating of "Moderate Buy" and a consensus price target of $278.38.

Insider Buying and Selling at Union Pacific

In related news, EVP Eric J. Gehringer sold 1,999 shares of Union Pacific stock in a transaction on 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 legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 0.22% of the company's stock.

Union Pacific Price Performance

UNP opened at $269.21 on Monday. Union Pacific Corporation has a 1 year low of $210.53 and a 1 year high of $274.79. The company's 50 day simple moving average is $251.76 and its 200 day simple moving average is $238.37. The stock has a market capitalization of $159.83 billion, a PE ratio of 22.18, a P/E/G ratio of 2.87 and a beta of 0.96. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.73 and a current ratio of 0.92.

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

Union Pacific Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, February 27th were given a $1.38 dividend. This represents a $5.52 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend was Friday, February 27th. Union Pacific's dividend payout ratio (DPR) is 45.47%.

More 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

About Union Pacific

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.