Calamos Advisors LLC Sells 8,575 Shares of Union Pacific Corporation $UNP

Key Points

• Calamos Advisors LLC trimmed its stake in Union Pacific by 3.0% in Q4, selling 8,575 shares and leaving 275,352 shares valued at about $63.7 million per its SEC filing.
• Q1 beat and analyst repricing: UNP reported adjusted EPS of $2.93 and revenue of $6.22B, topping estimates and prompting several analysts to raise targets (MarketBeat average target ~$278.38), with momentum pushing the stock to a 52‑week high and management signaling renewed merger filing activity for the proposed Norfolk Southern deal.
• Key risks: Management warned higher fuel costs could pressure margins, and regulatory/execution risks around the merger remain material headwinds despite the upbeat quarter.

Calamos Advisors LLC trimmed its holdings in Union Pacific Corporation (NYSE:UNP - Free Report) by 3.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 275,352 shares of the railroad operator's stock after selling 8,575 shares during the quarter. Calamos Advisors LLC's holdings in Union Pacific were worth $63,694,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Caitlin John LLC bought a new stake in shares of Union Pacific in the 3rd quarter worth about $27,000. Saranac Partners Ltd purchased a new stake in shares of Union Pacific during the 3rd quarter valued at about $27,000. Stephens Consulting LLC lifted its holdings in shares of Union Pacific by 48.4% in the 4th quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator's stock valued at $31,000 after acquiring an additional 44 shares during the last quarter. Beacon Financial Strategies CORP purchased a new position in Union Pacific in the fourth quarter worth about $33,000. Finally, Paladin Advisory Group LLC purchased a new position in Union Pacific in the fourth quarter worth about $33,000. 80.38% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on UNP shares. Robert W. Baird set a $311.00 price objective on Union Pacific and gave the company an "outperform" rating in a research report on Friday, March 6th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $289.00 target price (up from $273.00) on shares of Union Pacific in a report on Friday. Susquehanna reissued a "buy" rating on shares of Union Pacific in a research report on Monday, January 19th. BMO Capital Markets restated a "market perform" rating and set a $285.00 price target (up from $278.00) on shares of Union Pacific in a report on Friday. Finally, Evercore restated an "outperform" rating and issued a $277.00 price target on shares of Union Pacific in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $278.38.

Union Pacific Stock Performance

Union Pacific stock opened at $269.21 on Friday. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.92 and a quick ratio of 0.75. The firm has a market capitalization of $159.75 billion, a P/E ratio of 22.18, a price-to-earnings-growth ratio of 3.00 and a beta of 0.96. Union Pacific Corporation has a 1-year low of $210.53 and a 1-year high of $274.79. The company's 50-day moving average is $251.76 and its 200 day moving average is $238.29.

Union Pacific (NYSE:UNP - Get Free Report) last released its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 EPS for the quarter, beating analysts' consensus estimates of $2.86 by $0.07. The firm had revenue of $6.22 billion for the quarter, compared to analysts' expectations of $6.12 billion. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The company's quarterly revenue was up 3.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.70 earnings per share. Research analysts forecast that Union Pacific Corporation will post 12.44 EPS for the current year.

Union Pacific Dividend Announcement

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

Insider Buying and Selling

In other Union Pacific news, EVP Eric J. Gehringer sold 1,999 shares of the 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.22% of the stock is owned by company insiders.

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

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.

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