Union Pacific Corporation $UNP Shares Purchased by Generali Asset Management SPA SGR

Key Points

• Generali Asset Management increased its stake in Union Pacific by 23.7% in Q4 to 54,902 shares, worth about $12.7 million per its SEC filing.
• Company insiders sold 31,386 shares valued at $8.46 million in the last quarter, including EVP Kenyatta G. Rocker's 27,387-share sale (~$7.44 million), signaling notable insider selling activity.
• Union Pacific slightly beat the quarter with EPS of $2.93 vs. $2.86 and $6.22B revenue, while analysts maintain a consensus "Moderate Buy" rating with an average target of $279.55 (top targets up to $315).

Generali Asset Management SPA SGR increased its stake in shares of Union Pacific Corporation (NYSE:UNP - Free Report) by 23.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 54,902 shares of the railroad operator's stock after purchasing an additional 10,515 shares during the quarter. Generali Asset Management SPA SGR's holdings in Union Pacific were worth $12,700,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Rachor Investment Advisory Services LLC acquired a new stake in shares of Union Pacific during the fourth quarter worth $25,000. High Point Wealth Management LLC acquired a new stake in Union Pacific in the fourth quarter valued at $26,000. Caitlin John LLC acquired a new stake in Union Pacific in the third quarter valued at $27,000. Saranac Partners Ltd acquired a new stake in Union Pacific in the third quarter valued at $27,000. Finally, Stephens Consulting LLC lifted its holdings in Union Pacific by 48.4% in the fourth 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 period. 80.38% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Union Pacific

In related news, EVP Kenyatta G. Rocker sold 27,387 shares of the business's stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $271.76, for a total value of $7,442,691.12. Following the completion of the transaction, the executive vice president owned 61,102 shares of the company's stock, valued at approximately $16,605,079.52. The trade was a 30.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, 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 transaction of $469,625.07. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 31,386 shares of company stock valued at $8,461,716. 0.22% of the stock is owned by insiders.

Analysts Set New Price Targets

UNP has been the subject of a number of recent analyst reports. The Goldman Sachs Group reissued a "neutral" rating and issued a $267.00 target price on shares of Union Pacific in a report on Tuesday, January 27th. BMO Capital Markets reissued 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, April 24th. Citigroup reissued a "buy" rating and issued a $307.00 target price (up from $285.00) on shares of Union Pacific in a report on Friday, April 24th. Susquehanna reissued a "buy" rating on shares of Union Pacific in a report on Monday, January 19th. Finally, Barclays reissued an "overweight" rating and issued a $315.00 target price (up from $285.00) on shares of Union Pacific in a report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have given a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $279.55.

Union Pacific Trading Down 1.2%

Shares of UNP stock opened at $265.10 on Friday. The stock has a market cap of $157.39 billion, a P/E ratio of 21.84, a P/E/G ratio of 2.85 and a beta of 0.99. The business has a fifty day simple moving average of $252.20 and a 200-day simple moving average of $240.37. Union Pacific Corporation has a fifty-two week low of $210.84 and a fifty-two week high of $274.79. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53.

Union Pacific (NYSE:UNP - Get Free Report) last announced its earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $6.12 billion. During the same quarter in the previous year, the company posted $2.70 EPS. The firm's revenue for the quarter was up 3.2% on a year-over-year basis. On average, analysts forecast that Union Pacific Corporation will post 12.53 earnings per share for the current fiscal year.

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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