Capital International Investors Has $1.99 Billion Holdings in Union Pacific Co. (NYSE:UNP)

Capital International Investors reduced its position in shares of Union Pacific Co. (NYSE:UNP - Free Report) by 15.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,710,225 shares of the railroad operator's stock after selling 1,616,851 shares during the period. Capital International Investors owned approximately 1.44% of Union Pacific worth $1,986,279,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. World Investment Advisors LLC lifted 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 valued at $8,770,000 after purchasing an additional 18,060 shares during the last quarter. abrdn plc boosted its stake 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 grew its holdings in shares of Union Pacific by 2.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 179,925 shares of the railroad operator's stock worth $44,348,000 after acquiring an additional 4,939 shares during the last quarter. Border to Coast Pensions Partnership Ltd grew its holdings in shares of Union Pacific by 24.2% in the 4th quarter. Border to Coast Pensions Partnership Ltd now owns 277,267 shares of the railroad operator's stock worth $63,185,000 after acquiring an additional 53,946 shares during the last quarter. Finally, Pensionfund Sabic lifted its holdings in shares of Union Pacific by 61.5% during the fourth 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. 80.38% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts have commented on UNP shares. Raymond James reduced their price objective on shares of Union Pacific from $285.00 to $260.00 and set a "strong-buy" rating for the company in a research note on Friday, April 11th. Loop Capital cut shares of Union Pacific from a "hold" rating to a "sell" rating and lowered their price objective for the stock from $265.00 to $200.00 in a research report on Monday, February 3rd. TD Cowen increased their target price on Union Pacific from $245.00 to $258.00 and gave the company a "buy" rating in a report on Friday, January 24th. Robert W. Baird raised their target price on Union Pacific from $260.00 to $265.00 and gave the stock an "outperform" rating in a research report on Friday, January 24th. Finally, Susquehanna dropped their price target on Union Pacific from $265.00 to $255.00 and set a "neutral" rating on the stock in a research report on Thursday, March 27th. One research analyst has rated the stock with a sell rating, seven have issued a hold rating, fourteen have assigned a buy rating and one has given a strong buy rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $257.50.

Insiders Place Their Bets

In other news, President Elizabeth F. Whited sold 7,500 shares of the stock in a transaction on Friday, January 24th. The shares were sold at an average price of $250.00, for a total transaction of $1,875,000.00. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Craig V. Richardson sold 6,495 shares of the stock in a transaction dated Monday, January 27th. The stock was sold at an average price of $252.00, for a total value of $1,636,740.00. Following the transaction, the executive vice president now owns 26,319 shares of the company's stock, valued at approximately $6,632,388. This trade represents a 19.79 % decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.28% of the company's stock.

Union Pacific Price Performance

Shares of NYSE UNP traded up $2.84 during trading on Wednesday, reaching $219.74. The company had a trading volume of 1,610,704 shares, compared to its average volume of 2,546,213. The business's 50 day moving average price is $233.69 and its 200-day moving average price is $236.10. Union Pacific Co. has a 52 week low of $204.66 and a 52 week high of $258.07. 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 cap of $131.69 billion, a PE ratio of 19.81, a PEG ratio of 2.15 and a beta of 1.06.

Union Pacific (NYSE:UNP - Get Free Report) last issued its quarterly earnings results on Thursday, January 23rd. The railroad operator reported $2.91 EPS for the quarter, topping the consensus estimate of $2.76 by $0.15. Union Pacific had a net margin of 27.82% and a return on equity of 41.12%. During the same quarter in the previous year, the business posted $2.71 earnings per share. Analysts expect that Union Pacific Co. will post 11.99 earnings per share for the current year.

Union Pacific Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 31st. Investors of record on Friday, February 28th were given a $1.34 dividend. The ex-dividend date was Friday, February 28th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.44%. Union Pacific's dividend payout ratio is 48.33%.

Union Pacific 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.