Union Pacific (NYSE:UNP) Shares Acquired Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently bought shares of Union Pacific Co. (NYSE:UNP). In a filing disclosed on February 10th, the Representative disclosed that they had bought between $1,001 and $15,000 in Union Pacific stock on January 29th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Tesla (NASDAQ:TSLA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Twilio (NYSE:TWLO) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of ICF International (NASDAQ:ICFI) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Mastercard (NYSE:MA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/30/2025.
• Purchased $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 1/30/2025.

Union Pacific Price Performance

Shares of NYSE UNP opened at $247.81 on Wednesday. Union Pacific Co. has a fifty-two week low of $218.55 and a fifty-two week high of $258.66. The stock has a market capitalization of $150.24 billion, a price-to-earnings ratio of 22.35, a PEG ratio of 2.11 and a beta of 1.06. The company has a debt-to-equity ratio of 1.76, a current ratio of 0.77 and a quick ratio of 0.63. The business has a 50-day moving average of $235.43 and a 200-day moving average of $240.31.

Union Pacific (NYSE:UNP) last posted its quarterly earnings results on Thursday, January 23rd. The railroad operator reported $2.91 earnings per share for the quarter, topping the consensus estimate of $2.76 by $0.15. Union Pacific had a return on equity of 41.12% and a net margin of 27.82%. During the same quarter last year, the business posted $2.71 EPS. As a group, sell-side analysts predict that Union Pacific Co. will post 12.01 earnings per share for the current fiscal year.

Union Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Friday, February 28th will be given a dividend of $1.34 per share. The ex-dividend date is Friday, February 28th. This represents a $5.36 annualized dividend and a yield of 2.16%. Union Pacific’s dividend payout ratio (DPR) is presently 48.33%.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in UNP. World Investment Advisors LLC grew its stake in Union Pacific by 103.1% during the third quarter. World Investment Advisors LLC now owns 35,581 shares of the railroad operator’s stock worth $8,770,000 after buying an additional 18,060 shares in the last quarter. abrdn plc boosted its position in shares of Union Pacific by 9.3% during the 4th quarter. abrdn plc now owns 415,874 shares of the railroad operator’s stock worth $94,588,000 after acquiring an additional 35,414 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in Union Pacific by 2.8% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 179,925 shares of the railroad operator’s stock valued at $44,348,000 after acquiring an additional 4,939 shares during the last quarter. Border to Coast Pensions Partnership Ltd increased its stake in Union Pacific by 24.2% in the fourth quarter. Border to Coast Pensions Partnership Ltd now owns 277,267 shares of the railroad operator’s stock valued at $63,185,000 after acquiring an additional 53,946 shares during the last quarter. Finally, Pensionfund Sabic lifted its stake in Union Pacific by 61.5% during the fourth quarter. Pensionfund Sabic now owns 10,500 shares of the railroad operator’s stock worth $2,394,000 after purchasing an additional 4,000 shares during the last quarter. 80.38% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, President Elizabeth F. Whited sold 7,500 shares of the stock in a transaction that occurred on Friday, January 24th. The shares were sold at an average price of $250.00, for a total value of $1,875,000.00. Following the completion of the transaction, the president now owns 64,960 shares of the company’s stock, valued at $16,240,000. This represents a 10.35 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Craig V. Richardson sold 6,495 shares of the business’s stock in a transaction on Monday, January 27th. The stock was sold at an average price of $252.00, for a total transaction of $1,636,740.00. Following the sale, the executive vice president now directly owns 26,319 shares in the company, valued at approximately $6,632,388. The trade was a 19.79 % decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.28% of the company’s stock.

Wall Street Analysts Forecast Growth

UNP has been the topic of several analyst reports. Susquehanna dropped their price target on shares of Union Pacific from $260.00 to $255.00 and set a “neutral” rating on the stock in a research report on Friday, October 25th. Loop Capital cut shares of Union Pacific from a “hold” rating to a “sell” rating and dropped their target price for the company from $265.00 to $200.00 in a report on Monday, February 3rd. Stifel Nicolaus raised their target price on shares of Union Pacific from $253.00 to $270.00 and gave the company a “buy” rating in a research note on Friday, January 24th. Royal Bank of Canada lowered their price target on Union Pacific from $288.00 to $283.00 and set an “outperform” rating on the stock in a research report on Friday, October 25th. Finally, Barclays raised their price objective on Union Pacific from $275.00 to $285.00 and gave the company an “overweight” rating in a research report on Wednesday, November 13th. One equities research analyst has rated the stock with a sell rating, seven have given a hold rating, twelve have given a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat, Union Pacific presently has an average rating of “Moderate Buy” and a consensus price target of $261.40.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

Union Pacific Company Profile

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, renewable biofuel producers, and other agricultural users; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers.