PFA Pension Forsikringsaktieselskab Invests $107.14 Million in Union Pacific Corporation $UNP

PFA Pension Forsikringsaktieselskab acquired a new position in shares of Union Pacific Corporation (NYSE:UNP) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 459,702 shares of the railroad operator’s stock, valued at approximately $107,138,000.

Several other large investors also recently made changes to their positions in UNP. Capital World Investors increased its position in shares of Union Pacific by 193.3% during the third quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock worth $2,477,404,000 after acquiring an additional 6,908,016 shares in the last quarter. Capital Research Global Investors increased its position in shares of Union Pacific by 95.0% during the third quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock worth $2,059,538,000 after acquiring an additional 4,244,226 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position 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 valued at $2,169,168,000 after purchasing an additional 3,861,636 shares in the last quarter. EdgePoint Investment Group Inc. bought a new position in Union Pacific in the third quarter valued at $408,592,000. Finally, Baupost Group LLC MA bought a new position in Union Pacific in the third quarter valued at $353,658,000. Institutional investors own 80.38% of the company’s stock.

Key Union Pacific News

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

• Positive Sentiment: Union Pacific reported a Q1 earnings beat, stronger margins and reaffirmed its outlook — a fundamental positive that underpins analyst upgrades and higher price targets. UPS or UNP: Which Transportation Stock Holds an Edge Post Q1 Earnings?
• Positive Sentiment: UNP and Norfolk Southern refiled an amended merger application with the Surface Transportation Board that includes full traffic data from all Class I rails and projects about $3.5 billion in annual shipper savings — a scenario investors see as long-term revenue/cost synergy if approved. Creating America’s First Transcontinental Railroad…
• Neutral Sentiment: The refiled application frames the merged carrier as holding roughly a 39% market share and outlines conditions under which Union Pacific could walk away — information that clarifies deal economics but leaves regulatory risk open. Union Pacific, Norfolk Southern Refile Rail-Merger Application
• Negative Sentiment: Rival Canadian National (CNI) formally criticized the amended application as inadequate to address competitive harms and is actively engaging the STB — increasing the probability of prolonged review, mandated remedies, or outright rejection. CN Says Union Pacific-Norfolk Southern Merger Fails To Address Competitive Harms
• Negative Sentiment: Rivals, unions and a newly formed anti-merger coalition are mobilizing to block the deal, signaling political and stakeholder resistance that could delay approval or force costly concessions. Rails rivals, unions unite to block the Norfolk Southern-Union Pacific merger
• Negative Sentiment: Union Pacific CFO disclosed an insider sale of about $549,400 in UNP stock — a near-term negative signal that some investors interpret as reduced insider conviction (though the size is modest relative to market cap). Insider Selling: Union Pacific (NYSE:UNP) CFO Sells $549,400.00 in Stock

Union Pacific Stock Performance

Shares of UNP stock opened at $266.40 on Friday. The stock has a market cap of $158.17 billion, a P/E ratio of 21.94, a P/E/G ratio of 2.86 and a beta of 0.99. The company has a debt-to-equity ratio of 1.53, a current ratio of 0.92 and a quick ratio of 0.73. The company has a fifty day moving average price of $252.18 and a two-hundred day moving average price of $239.33. Union Pacific Corporation has a one year low of $210.84 and a one year high of $274.79.

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

Union Pacific Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the stock. Benchmark raised their target price on shares of Union Pacific from $275.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Robert W. Baird set a $311.00 target price on shares of Union Pacific and gave the company an “outperform” rating in a research report on Friday, March 6th. TD Cowen raised their target price on shares of Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Citigroup reaffirmed a “buy” rating and issued a $307.00 target price (up from $285.00) on shares of Union Pacific in a research report on Friday, April 24th. Finally, JPMorgan Chase & Co. raised their target price on shares of Union Pacific from $267.00 to $275.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $279.55.

Insider Buying and Selling at Union Pacific

In other Union Pacific news, CFO Jennifer L. Hamann sold 2,000 shares of the stock in a transaction on Friday, April 24th. The shares were sold at an average price of $274.70, for a total value of $549,400.00. Following the completion of the sale, the chief financial officer owned 114,642 shares in the company, valued at $31,492,157.40. This trade represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Eric J. Gehringer sold 1,999 shares of the stock in a transaction on Friday, March 20th. The shares were sold at an average price of $234.93, for a total transaction of $469,625.07. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 31,386 shares of company stock worth $8,461,716 over the last quarter. 0.22% of the stock is currently owned by insiders.

About Union Pacific

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.