Impax Asset Management Group plc Sells 78,916 Shares of Union Pacific Corporation $UNP

Key Points

• Impax Asset Management Group plc sold 78,916 shares of Union Pacific, trimming its stake by 10.3% to 689,356 shares worth about $159.46 million at the end of the quarter.
• Meanwhile several large managers — including Capital World Investors, Capital Research Global Investors and UBS AM — materially increased their UNP positions, and institutional investors now own about 80.38% of the stock.
• Union Pacific beat Q1 expectations (EPS $2.93 vs. $2.86; revenue $6.22B), spurring analyst price‑target increases, but management highlighted merger optionality and warned of fuel‑cost and regulatory risks; the company pays a $1.38 quarterly dividend (≈2.1% yield).

Impax Asset Management Group plc lessened its holdings in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 10.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 689,356 shares of the railroad operator's stock after selling 78,916 shares during the quarter. Impax Asset Management Group plc owned approximately 0.12% of Union Pacific worth $159,462,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNP. Capital World Investors raised its position in Union Pacific by 193.3% during the third quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator's stock valued at $2,477,404,000 after acquiring an additional 6,908,016 shares in the last quarter. Capital Research Global Investors grew its holdings in Union Pacific by 95.0% during the third quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator's stock valued at $2,059,538,000 after purchasing an additional 4,244,226 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Union Pacific by 72.7% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator's stock valued at $2,169,168,000 after purchasing an additional 3,861,636 shares during the last quarter. EdgePoint Investment Group Inc. acquired a new position in Union Pacific during the third quarter valued at approximately $408,592,000. Finally, Baupost Group LLC MA acquired a new position in Union Pacific during the third quarter valued at approximately $353,658,000. Institutional investors own 80.38% of the company's stock.

Insiders Place Their Bets

In other Union Pacific news, EVP Eric J. Gehringer sold 1,999 shares of Union Pacific stock in a transaction on Friday, March 20th. The shares were sold at an average price of $234.93, for a total transaction of $469,625.07. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 0.22% of the stock is owned by corporate insiders.

Union Pacific Stock Down 0.8%

UNP opened at $269.21 on Friday. Union Pacific Corporation has a fifty-two week low of $210.53 and a fifty-two week high of $274.79. 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's fifty day moving average price is $251.76 and its two-hundred day moving average price is $238.29. The company has a market capitalization of $159.75 billion, a P/E ratio of 22.18, a P/E/G ratio of 3.00 and a beta of 0.96.

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. Union Pacific had a net margin of 29.20% and a return on equity of 39.58%. The firm had revenue of $6.22 billion for the quarter, compared to the consensus estimate of $6.12 billion. During the same quarter in the previous year, the company earned $2.70 earnings per share. The business's revenue was up 3.2% compared to the same quarter last year. On average, analysts anticipate that Union Pacific Corporation will post 12.44 EPS for the current year.

Union Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, February 27th were paid 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 currently 45.47%.

Key Stories Impacting Union Pacific

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

Analyst Ratings Changes

Several brokerages have commented on UNP. Raymond James Financial set a $310.00 price target on Union Pacific in a report on Friday. TD Cowen increased their price target on Union Pacific from $256.00 to $282.00 and gave the company a "buy" rating in a report on Friday. Weiss Ratings upgraded shares of Union Pacific from a "buy (b-)" rating to a "buy (b)" rating in a research note on Tuesday. BMO Capital Markets restated a "market perform" rating and issued a $285.00 price objective (up from $278.00) on shares of Union Pacific in a research note on Friday. Finally, Sanford C. Bernstein raised their price objective on shares of Union Pacific from $289.00 to $293.00 and gave the stock an "outperform" rating in a research note on Tuesday, March 31st. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $278.38.

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.

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