Union Pacific Co. (NYSE:UNP) is Cambiar Investors LLC’s 7th Largest Position

Cambiar Investors LLC raised its position in shares of Union Pacific Co. (NYSE:UNP) by 32.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 257,975 shares of the railroad operator’s stock after buying an additional 63,531 shares during the quarter. Union Pacific comprises 2.3% of Cambiar Investors LLC’s portfolio, making the stock its 7th biggest holding. Cambiar Investors LLC’s holdings in Union Pacific were worth $58,829,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. International Assets Investment Management LLC boosted its stake in shares of Union Pacific by 19,878.6% in the third quarter. International Assets Investment Management LLC now owns 896,040 shares of the railroad operator’s stock worth $220,856,000 after buying an additional 891,555 shares during the last quarter. Franklin Resources Inc. boosted its stake in shares of Union Pacific by 9.3% in the third quarter. Franklin Resources Inc. now owns 7,322,450 shares of the railroad operator’s stock worth $1,795,993,000 after buying an additional 625,492 shares during the last quarter. Impax Asset Management Group plc boosted its stake in shares of Union Pacific by 2,025.4% in the third quarter. Impax Asset Management Group plc now owns 546,236 shares of the railroad operator’s stock worth $134,636,000 after buying an additional 520,536 shares during the last quarter. Jennison Associates LLC boosted its stake in shares of Union Pacific by 170.9% in the third quarter. Jennison Associates LLC now owns 736,246 shares of the railroad operator’s stock worth $181,470,000 after buying an additional 464,477 shares during the last quarter. Finally, Assenagon Asset Management S.A. boosted its stake in shares of Union Pacific by 35.8% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,226,100 shares of the railroad operator’s stock worth $279,600,000 after buying an additional 323,525 shares during the last quarter. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Insider Buying and Selling at Union Pacific

In other news, EVP Craig V. Richardson sold 6,495 shares of the business’s stock in a transaction on Monday, January 27th. The shares were sold at an average price of $252.00, for a total value of $1,636,740.00. Following the completion of the sale, the executive vice president now directly owns 26,319 shares in the company, valued at approximately $6,632,388. The trade was a 19.79 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, President Elizabeth F. Whited sold 7,500 shares of the business’s 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 directly owns 64,960 shares in the company, valued at $16,240,000. This trade represents a 10.35 % 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 Trading Up 0.9 %

Shares of UNP opened at $244.35 on Tuesday. The company has a market capitalization of $148.14 billion, a PE ratio of 22.03, a price-to-earnings-growth ratio of 2.11 and a beta of 1.06. The company has a debt-to-equity ratio of 1.76, a quick ratio of 0.63 and a current ratio of 0.77. The stock has a fifty day moving average of $235.14 and a two-hundred day moving average of $240.19. 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 posted 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 net margin of 27.82% and a return on equity of 41.12%. During the same period in the previous year, the company posted $2.71 earnings per share. As a group, analysts forecast that Union Pacific Co. will post 12.01 EPS for the current year.

Union Pacific Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Shareholders of record on Friday, February 28th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.19%. The ex-dividend date of this dividend is Friday, February 28th. Union Pacific’s dividend payout ratio (DPR) is currently 48.33%.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on UNP. Susquehanna reduced their price target on Union Pacific from $260.00 to $255.00 and set a “neutral” rating for the company in a report on Friday, October 25th. Royal Bank of Canada reduced their price target on Union Pacific from $288.00 to $283.00 and set an “outperform” rating for the company in a report on Friday, October 25th. Benchmark upped their price target on Union Pacific from $266.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, January 24th. 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. Finally, Stifel Nicolaus increased their target price on Union Pacific from $253.00 to $270.00 and gave the company a “buy” rating in a report on Friday, January 24th. One analyst has rated the stock with a sell rating, seven have issued a hold rating, twelve have issued a buy rating and one has given a strong buy rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $261.40.

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.