GC Wealth Management RIA LLC Sells 6,921 Shares of Union Pacific Corporation $UNP

GC Wealth Management RIA LLC lessened its stake in shares of Union Pacific Corporation (NYSE:UNP) by 27.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 18,533 shares of the railroad operator’s stock after selling 6,921 shares during the quarter. GC Wealth Management RIA LLC’s holdings in Union Pacific were worth $4,287,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. Capital World Investors boosted its stake in shares of Union Pacific by 193.3% during the 3rd quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock worth $2,477,404,000 after purchasing an additional 6,908,016 shares during the period. Capital Research Global Investors raised its position in Union Pacific by 95.0% in the 3rd quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock worth $2,059,538,000 after purchasing an additional 4,244,226 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Union Pacific by 72.7% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock worth $2,169,168,000 after purchasing an additional 3,861,636 shares during the last quarter. EdgePoint Investment Group Inc. purchased a new position in shares of Union Pacific during the third quarter valued at approximately $408,592,000. Finally, Baupost Group LLC MA purchased a new position in shares of Union Pacific during the third quarter valued at approximately $353,658,000. 80.38% of the stock is currently owned by institutional investors.

Union Pacific Stock Performance

Union Pacific stock opened at $267.98 on Wednesday. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.73 and a current ratio of 0.92. The company has a market capitalization of $159.10 billion, a PE ratio of 22.07, a P/E/G ratio of 2.85 and a beta of 0.96. The company has a 50 day moving average price of $252.04 and a 200-day moving average price of $238.94. Union Pacific Corporation has a fifty-two week low of $210.53 and a fifty-two week high of $274.79.

Union Pacific (NYSE:UNP) last announced its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.86 by $0.07. The company had revenue of $6.22 billion for the quarter, compared to analysts’ expectations of $6.12 billion. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.Union Pacific’s revenue was up 3.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.70 earnings per share. As a group, equities analysts forecast that Union Pacific Corporation will post 12.53 earnings per share for the current year.

Union Pacific Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, February 27th were given a dividend of $1.38 per share. The ex-dividend date of this dividend was Friday, February 27th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.1%. Union Pacific’s dividend payout ratio is presently 45.47%.

Union Pacific News Summary

Here are the key news stories impacting Union Pacific this week:

• Positive Sentiment: Port win opportunity — Alameda Belt Line (co‑owned by Union Pacific and BNSF) was selected to negotiate for switching services at the Los Angeles‑Long Beach port, which could increase local terminal/port volumes and incremental revenue exposure for UP. Source: UP-BNSF short line selected for LA port rail contract
• Positive Sentiment: Analyst/industry coverage supportive — recent pieces (including a Seeking Alpha writeup) reiterate UNP as a high‑quality, long‑term railroad investment; several sell‑side firms have lifted targets recently, which underpins upside vs. the stock’s current level. Union Pacific: This High-Quality Railroad Stock Is A Long-Term Play
• Positive Sentiment: Brand/PR boost — Union Pacific’s Big Boy No. 4014 steam locomotive will tour the Northeast and other markets for America’s 250th anniversary, a low‑financial‑impact but positive public relations event that can help community and customer goodwill. Union Pacific’s Big Boy to Tour the Northeast
• Neutral Sentiment: Executive movement noted by other firms — a former Union Pacific vice president joined QScreen AI as an advisor. This is noteworthy for corporate networks but has no direct material impact on UP’s operations. QScreen AI Appoints Former Union Pacific VP
• Neutral Sentiment: Safety recognition — UP recognized 138 customers with a Pinnacle Award for safe hazardous‑materials shipments; positive for reputation but unlikely to move near‑term earnings. Union Pacific Recognizes 138 Companies
• Negative Sentiment: Large executive sell‑off — EVP Kenyatta Rocker sold 27,387 shares (~$7.4M) on Apr. 24, a ~31% reduction in his direct holding; such sizable insider sales often trigger investor caution and can pressure the stock in the short term. EVP insider sale SEC filing
• Negative Sentiment: CFO sale and clustered insider activity — CFO Jennifer Hamann sold 2,000 shares (~$549k), and coverage flags multiple executives unloading shares; aggregated insider selling and related headlines (TipRanks) are likely the main near‑term driver of today’s weaker price action. CFO sale report TipRanks: Executives unload shares

Insider Activity

In related news, EVP Kenyatta G. Rocker sold 27,387 shares of the company’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 sale, the executive vice president directly owned 61,102 shares of the company’s stock, valued at $16,605,079.52. This represents a 30.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Jennifer L. Hamann sold 2,000 shares of the firm’s stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $274.70, for a total transaction of $549,400.00. Following the transaction, the chief financial officer directly owned 114,642 shares in the company, valued at $31,492,157.40. This trade represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 31,386 shares of company stock worth $8,461,716. Company insiders own 0.22% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on UNP shares. Royal Bank Of Canada reiterated an “outperform” rating and issued a $289.00 price target (up from $273.00) on shares of Union Pacific in a report on Friday. Benchmark boosted their price objective on Union Pacific from $275.00 to $300.00 and gave the company a “buy” rating in a report on Friday, April 24th. Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a research report on Monday, January 19th. Weiss Ratings upgraded Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, April 21st. Finally, Raymond James Financial set a $310.00 target price on Union Pacific in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $279.55.

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.