Bryn Mawr Capital Management LLC Has $5.44 Million Stock Position in Union Pacific Co. (NYSE:UNP)

Bryn Mawr Capital Management LLC increased its position in shares of Union Pacific Co. (NYSE:UNP) by 8.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 22,157 shares of the railroad operator’s stock after buying an additional 1,729 shares during the quarter. Bryn Mawr Capital Management LLC’s holdings in Union Pacific were worth $5,442,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the company. Wellington Management Group LLP raised its stake in Union Pacific by 0.3% during the 3rd quarter. Wellington Management Group LLP now owns 7,261,449 shares of the railroad operator’s stock worth $1,478,649,000 after buying an additional 19,145 shares during the period. Northern Trust Corp raised its stake in shares of Union Pacific by 4.4% in the third quarter. Northern Trust Corp now owns 6,803,796 shares of the railroad operator’s stock worth $1,385,457,000 after purchasing an additional 285,988 shares during the last quarter. FMR LLC raised its stake in shares of Union Pacific by 62.8% in the third quarter. FMR LLC now owns 5,496,708 shares of the railroad operator’s stock worth $1,119,295,000 after purchasing an additional 2,119,382 shares during the last quarter. Invesco Ltd. raised its stake in shares of Union Pacific by 18.8% in the third quarter. Invesco Ltd. now owns 5,003,423 shares of the railroad operator’s stock worth $1,018,847,000 after purchasing an additional 792,896 shares during the last quarter. Finally, Clearbridge Investments LLC raised its stake in shares of Union Pacific by 108.9% in the third quarter. Clearbridge Investments LLC now owns 4,128,575 shares of the railroad operator’s stock worth $840,702,000 after purchasing an additional 2,151,893 shares during the last quarter. 80.38% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Union Pacific

In other news, President Elizabeth F. Whited sold 3,750 shares of the firm’s stock in a transaction on Thursday, February 15th. The stock was sold at an average price of $250.00, for a total value of $937,500.00. Following the completion of the transaction, the president now directly owns 56,682 shares of the company’s stock, valued at $14,170,500. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

Union Pacific Price Performance

Shares of NYSE UNP opened at $242.84 on Friday. The stock has a fifty day simple moving average of $244.27 and a two-hundred day simple moving average of $234.95. Union Pacific Co. has a 1-year low of $190.45 and a 1-year high of $258.66. The firm has a market cap of $148.16 billion, a price-to-earnings ratio of 23.17, a price-to-earnings-growth ratio of 2.63 and a beta of 1.07. The company has a current ratio of 0.93, a quick ratio of 0.67 and a debt-to-equity ratio of 1.99.

Union Pacific (NYSE:UNP) last announced its quarterly earnings data on Thursday, April 25th. The railroad operator reported $2.69 earnings per share for the quarter, beating the consensus estimate of $2.50 by $0.19. Union Pacific had a return on equity of 44.34% and a net margin of 26.52%. The business had revenue of $6.03 billion during the quarter, compared to analyst estimates of $5.97 billion. During the same period in the prior year, the company earned $2.67 earnings per share. Union Pacific’s revenue was down .4% compared to the same quarter last year. Analysts anticipate that Union Pacific Co. will post 11.01 earnings per share for the current year.

Union Pacific Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, March 29th. Stockholders of record on Thursday, February 29th were issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.14%. The ex-dividend date was Wednesday, February 28th. Union Pacific’s payout ratio is currently 49.62%.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on UNP. Jefferies Financial Group began coverage on Union Pacific in a research note on Monday, April 8th. They issued a “hold” rating and a $250.00 price objective for the company. Royal Bank of Canada lowered their price objective on Union Pacific from $282.00 to $272.00 and set an “outperform” rating for the company in a research note on Friday, January 26th. JPMorgan Chase & Co. increased their price target on Union Pacific from $237.00 to $243.00 and gave the company a “neutral” rating in a research report on Tuesday, April 9th. Sanford C. Bernstein raised Union Pacific from a “market perform” rating to an “outperform” rating and set a $280.00 price target for the company in a research report on Monday, January 22nd. Finally, Evercore ISI increased their price target on Union Pacific from $271.00 to $273.00 and gave the company an “outperform” rating in a research report on Friday. Seven investment analysts have rated the stock with a hold rating, thirteen have assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, Union Pacific presently has a consensus rating of “Moderate Buy” and an average target price of $258.78.

About Union Pacific

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.