Bryn Mawr Capital Management LLC Grows Stock Holdings in Union Pacific Co. (NYSE:UNP)

Bryn Mawr Capital Management LLC boosted its stake in shares of Union Pacific Co. (NYSE:UNP) by 27.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,817 shares of the railroad operator’s stock after purchasing an additional 6,220 shares during the period. Bryn Mawr Capital Management LLC’s holdings in Union Pacific were worth $6,571,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in UNP. World Investment Advisors LLC boosted its stake in shares of Union Pacific by 103.1% in the 3rd 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 during the last quarter. abrdn plc lifted its holdings in Union Pacific by 9.3% in the fourth quarter. abrdn plc now owns 415,874 shares of the railroad operator’s stock valued at $94,588,000 after acquiring an additional 35,414 shares during the period. Wealth Enhancement Advisory Services LLC boosted its position 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 worth $44,348,000 after purchasing an additional 4,939 shares during the last quarter. Border to Coast Pensions Partnership Ltd grew its stake in shares of Union Pacific by 24.2% during the 4th quarter. Border to Coast Pensions Partnership Ltd now owns 277,267 shares of the railroad operator’s stock valued at $63,185,000 after purchasing an additional 53,946 shares during the period. Finally, Pensionfund Sabic increased its position in shares of Union Pacific by 61.5% during the 4th quarter. Pensionfund Sabic now owns 10,500 shares of the railroad operator’s stock valued at $2,394,000 after purchasing an additional 4,000 shares during the last quarter. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Insider Transactions at Union Pacific

In other news, President Elizabeth F. Whited sold 7,500 shares of the business’s stock in a transaction dated 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 sale, the president now directly owns 64,960 shares in the company, valued at $16,240,000. The trade was a 10.35 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Craig V. Richardson sold 6,495 shares of the stock in a transaction dated Monday, January 27th. The shares were sold at an average price of $252.00, for a total transaction of $1,636,740.00. Following the completion of the transaction, the executive vice president now directly owns 26,319 shares of the company’s stock, 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. Insiders own 0.26% of the company’s stock.

Union Pacific Stock Performance

UNP opened at $247.02 on Thursday. The company has a debt-to-equity ratio of 1.76, a quick ratio of 0.62 and a current ratio of 0.77. The stock has a market capitalization of $149.27 billion, a price-to-earnings ratio of 22.27, a PEG ratio of 2.16 and a beta of 1.06. The company has a fifty day moving average of $237.20 and a 200 day moving average of $240.57. Union Pacific Co. has a fifty-two week low of $218.55 and a fifty-two week high of $258.66.

Union Pacific (NYSE:UNP) last issued its quarterly earnings data on Thursday, January 23rd. The railroad operator reported $2.91 earnings per share for the quarter, beating analysts’ consensus estimates 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 earned $2.71 earnings per share. As a group, sell-side analysts forecast that Union Pacific Co. will post 12.01 earnings per share for the current fiscal year.

Union Pacific Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Friday, February 28th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.17%. The ex-dividend date of this dividend is Friday, February 28th. Union Pacific’s payout ratio is 48.33%.

Analyst Ratings Changes

UNP has been the topic of a number of research reports. Robert W. Baird raised their price objective on shares of Union Pacific from $260.00 to $265.00 and gave the stock an “outperform” rating in a report on Friday, January 24th. 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 note on Friday, October 25th. Raymond James restated a “strong-buy” rating and issued a $285.00 price objective (up from $265.00) on shares of Union Pacific in a research note on Friday, January 24th. Stifel Nicolaus lifted their target price on Union Pacific from $253.00 to $270.00 and gave the company a “buy” rating in a research report on Friday, January 24th. Finally, Loop Capital lowered Union Pacific from a “hold” rating to a “sell” rating and cut their price target for the company from $265.00 to $200.00 in a report on Monday, February 3rd. One research analyst has rated the stock with a sell rating, seven have given a hold rating, twelve have issued a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, Union Pacific has an average rating of “Moderate Buy” and an average price target of $261.40.

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.