UBS Group AG Has $117.68 Million Stake in Canadian Pacific Kansas City Limited $CP

Key Points

• UBS Group AG reduced its stake in Canadian Pacific Kansas City by 21.7% in Q4, selling 442,653 shares and retaining 1,598,213 shares worth about $117.68 million (≈0.18% ownership).
• CPKC missed Q1 estimates, reporting EPS of $0.76 vs. $0.78 expected and revenue of $2.66B vs. $2.70B, with revenue down 2.5% year‑over‑year and a net margin of 27.2%.
• The company raised its quarterly dividend to $0.268 (annualized $1.07, yield ~1.2%, DPR ~20.7%), while analysts hold a consensus Moderate Buy rating with an average target price of $95.30 (1 Strong Buy, 9 Buy, 4 Hold).

UBS Group AG reduced its stake in Canadian Pacific Kansas City Limited (NYSE:CP - Free Report) TSE: CP by 21.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,598,213 shares of the transportation company's stock after selling 442,653 shares during the period. UBS Group AG owned about 0.18% of Canadian Pacific Kansas City worth $117,676,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the business. Caldwell Trust Co bought a new position in Canadian Pacific Kansas City during the 3rd quarter worth approximately $30,000. Wealth Watch Advisors INC bought a new position in Canadian Pacific Kansas City during the 3rd quarter worth approximately $36,000. Cornerstone Planning Group LLC raised its holdings in Canadian Pacific Kansas City by 205.5% during the 3rd quarter. Cornerstone Planning Group LLC now owns 498 shares of the transportation company's stock worth $36,000 after purchasing an additional 335 shares during the last quarter. Acadian Asset Management LLC bought a new position in Canadian Pacific Kansas City during the 1st quarter worth approximately $35,000. Finally, Aventura Private Wealth LLC bought a new position in Canadian Pacific Kansas City during the 4th quarter worth approximately $37,000. Institutional investors own 72.20% of the company's stock.

Analyst Upgrades and Downgrades

CP has been the subject of several analyst reports. National Bank Financial upgraded shares of Canadian Pacific Kansas City from a "hold" rating to a "strong-buy" rating in a report on Wednesday, April 15th. Evercore lowered their price target on shares of Canadian Pacific Kansas City from $87.00 to $85.00 and set an "outperform" rating for the company in a report on Thursday, January 29th. ATB Cormark Capital Markets lowered shares of Canadian Pacific Kansas City from a "strong-buy" rating to a "moderate buy" rating in a report on Friday, April 17th. Scotiabank lowered shares of Canadian Pacific Kansas City from a "strong-buy" rating to a "hold" rating in a report on Thursday, April 9th. Finally, Barclays set a $99.00 price target on shares of Canadian Pacific Kansas City and gave the stock an "overweight" rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Canadian Pacific Kansas City currently has a consensus rating of "Moderate Buy" and an average target price of $95.30.

Canadian Pacific Kansas City Stock Performance

NYSE:CP opened at $86.29 on Friday. The company has a fifty day moving average of $82.47 and a 200-day moving average of $77.13. The firm has a market capitalization of $76.99 billion, a P/E ratio of 26.63, a P/E/G ratio of 1.88 and a beta of 1.09. The company has a quick ratio of 0.41, a current ratio of 0.49 and a debt-to-equity ratio of 0.43. Canadian Pacific Kansas City Limited has a twelve month low of $68.42 and a twelve month high of $89.42.

Canadian Pacific Kansas City (NYSE:CP - Get Free Report) TSE: CP last released its quarterly earnings data on Wednesday, April 29th. The transportation company reported $0.76 earnings per share for the quarter, missing the consensus estimate of $0.78 by ($0.02). The company had revenue of $2.66 billion during the quarter, compared to the consensus estimate of $2.70 billion. Canadian Pacific Kansas City had a net margin of 27.20% and a return on equity of 8.90%. The business's revenue was down 2.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.06 EPS. As a group, sell-side analysts anticipate that Canadian Pacific Kansas City Limited will post 3.73 EPS for the current year.

Canadian Pacific Kansas City Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, July 27th. Stockholders of record on Friday, June 26th will be paid a $0.268 dividend. The ex-dividend date is Friday, June 26th. This represents a $1.07 annualized dividend and a dividend yield of 1.2%. This is an increase from Canadian Pacific Kansas City's previous quarterly dividend of $0.23. Canadian Pacific Kansas City's dividend payout ratio (DPR) is presently 20.74%.

About Canadian Pacific Kansas City

Canadian Pacific Kansas City (CPKC) is a North American Class I freight railroad formed through the combination of Canadian Pacific Railway and Kansas City Southern. The merged company operates an integrated rail network that spans Canada, the United States and Mexico, providing a single-line rail connection across all three countries. This transborder footprint is intended to streamline cross-border freight flows and provide shippers with direct rail access from Canadian and U.S. production centers to Mexican markets and ports.

CPKC's core business is freight transportation and related logistics services.

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