Comerica Bank Sells 5,534 Shares of Union Pacific Corporation $UNP

Key Points

• Comerica Bank trimmed its Union Pacific position by 2.5%, selling 5,534 shares and holding 219,357 shares valued at $50,742,000 after the quarter per its latest 13F filing.
• Union Pacific beat Q1 expectations (adjusted EPS $2.93 vs. $2.86) and reaffirmed full‑year guidance, driving the stock to a 52‑week high and prompting several analyst price‑target upgrades.
• Key near‑term risks include higher fuel costs that could compress margins and regulatory/execution uncertainty around the proposed Norfolk Southern acquisition despite management saying a revised filing is imminent.

Comerica Bank lessened its holdings in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 2.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 219,357 shares of the railroad operator's stock after selling 5,534 shares during the quarter. Comerica Bank's holdings in Union Pacific were worth $50,742,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of UNP. High Point Wealth Management LLC bought a new stake in Union Pacific during the 4th quarter valued at $26,000. Caitlin John LLC bought a new stake in Union Pacific during the 3rd quarter valued at $27,000. Saranac Partners Ltd bought a new stake in Union Pacific during the 3rd quarter valued at $27,000. Stephens Consulting LLC increased its stake in Union Pacific by 48.4% during the 4th quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator's stock valued at $31,000 after purchasing an additional 44 shares in the last quarter. Finally, Beacon Financial Strategies CORP bought a new stake in Union Pacific during the 4th quarter valued at $33,000. 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: 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

Union Pacific Price Performance

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

Union Pacific (NYSE:UNP - Get Free Report) last posted its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.86 by $0.07. The firm 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%. The business's revenue for the quarter was up 3.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.70 EPS. As a group, analysts anticipate that Union Pacific Corporation will post 12.45 earnings per share for the current fiscal year.

Union Pacific Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of brokerages have commented on UNP. Susquehanna restated a "buy" rating on shares of Union Pacific in a research note on Monday, January 19th. UBS Group reaffirmed a "neutral" rating and set a $274.00 price objective (up from $253.00) on shares of Union Pacific in a report on Friday. Evercore reaffirmed an "outperform" rating and set a $277.00 price objective on shares of Union Pacific in a report on Friday. Weiss Ratings raised shares of Union Pacific from a "buy (b-)" rating to a "buy (b)" rating in a report on Tuesday, April 21st. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and set a $289.00 price objective (up from $273.00) on shares of Union Pacific in a report on Friday. One research 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 data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $278.38.

Insider Buying and Selling at Union Pacific

In related news, EVP Eric J. Gehringer sold 1,999 shares of the business's stock in a transaction dated Friday, March 20th. The shares were 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 the SEC website. Company insiders own 0.22% of the company's stock.

Union Pacific 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.

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