True North Advisors LLC Has $578,000 Holdings in Union Pacific Co. (NYSE:UNP)

True North Advisors LLC grew its stake in Union Pacific Co. (NYSE:UNP) by 106.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,536 shares of the railroad operator’s stock after acquiring an additional 1,308 shares during the period. True North Advisors LLC’s holdings in Union Pacific were worth $578,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the company. Alley Investment Management Company LLC lifted its position in Union Pacific by 0.6% during the 2nd quarter. Alley Investment Management Company LLC now owns 76,245 shares of the railroad operator’s stock valued at $17,251,000 after purchasing an additional 484 shares during the period. AXA S.A. boosted its stake in Union Pacific by 16.1% in the second quarter. AXA S.A. now owns 616,689 shares of the railroad operator’s stock valued at $139,532,000 after acquiring an additional 85,734 shares during the last quarter. AQR Capital Management LLC grew its holdings in Union Pacific by 49.3% during the 2nd quarter. AQR Capital Management LLC now owns 179,962 shares of the railroad operator’s stock worth $40,653,000 after acquiring an additional 59,418 shares during the period. APG Asset Management N.V. grew its stake in shares of Union Pacific by 23.4% during the second quarter. APG Asset Management N.V. now owns 350,945 shares of the railroad operator’s stock worth $74,089,000 after purchasing an additional 66,650 shares during the period. Finally, Ameriprise Financial Inc. lifted its stake in Union Pacific by 1.3% in the second quarter. Ameriprise Financial Inc. now owns 8,312,154 shares of the railroad operator’s stock valued at $1,880,701,000 after buying an additional 106,996 shares during the period. Institutional investors and hedge funds own 80.38% of the company’s stock.

Union Pacific Stock Performance

Shares of UNP stock opened at $235.77 on Thursday. The company has a market capitalization of $142.94 billion, a price-to-earnings ratio of 21.65, a PEG ratio of 2.13 and a beta of 1.06. The company has a debt-to-equity ratio of 1.79, a quick ratio of 0.63 and a current ratio of 0.77. Union Pacific Co. has a 52 week low of $218.55 and a 52 week high of $258.66. The company has a 50-day simple moving average of $233.63 and a 200 day simple moving average of $239.18.

Union Pacific (NYSE:UNP) last announced its earnings results on Thursday, October 24th. The railroad operator reported $2.75 earnings per share for the quarter, missing analysts’ consensus estimates of $2.78 by ($0.03). The firm had revenue of $6.09 billion for the quarter, compared to the consensus estimate of $6.14 billion. Union Pacific had a return on equity of 41.79% and a net margin of 27.33%. Union Pacific’s revenue for the quarter was up 2.5% on a year-over-year basis. During the same quarter last year, the business posted $2.51 EPS. On average, sell-side analysts predict that Union Pacific Co. will post 10.96 earnings per share for the current year.

Union Pacific Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, December 30th. Investors of record on Monday, December 9th were given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.27%. The ex-dividend date was Monday, December 9th. Union Pacific’s dividend payout ratio is 49.22%.

Analyst Ratings Changes

A number of analysts recently weighed in on UNP shares. StockNews.com downgraded shares of Union Pacific from a “buy” rating to a “hold” rating in a research report on Tuesday, October 1st. Robert W. Baird reduced their price target on shares of Union Pacific from $270.00 to $260.00 and set an “outperform” rating on the stock in a research report on Friday, October 25th. Wells Fargo & Company lowered their price objective on shares of Union Pacific from $267.00 to $265.00 and set an “overweight” rating for the company in a research report on Tuesday, January 7th. TD Cowen cut their price target on shares of Union Pacific from $255.00 to $252.00 and set a “buy” rating on the stock in a research note on Friday, October 25th. Finally, Benchmark reaffirmed a “buy” rating and issued a $266.00 target price on shares of Union Pacific in a research note on Friday, October 25th. Nine investment analysts have rated the stock with a hold rating, eleven have given a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat.com, Union Pacific has a consensus rating of “Moderate Buy” and an average target price of $259.35.

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.