Lyell Wealth Management LP Has $8.46 Million Stake in Union Pacific Co. (NYSE:UNP)

Lyell Wealth Management LP boosted its position in shares of Union Pacific Co. (NYSE:UNP) by 13.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 34,455 shares of the railroad operator’s stock after acquiring an additional 4,145 shares during the period. Lyell Wealth Management LP’s holdings in Union Pacific were worth $8,463,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of UNP. Personal CFO Solutions LLC raised its position in shares of Union Pacific by 39.3% during the third quarter. Personal CFO Solutions LLC now owns 1,407 shares of the railroad operator’s stock valued at $287,000 after buying an additional 397 shares during the last quarter. Nordea Investment Management AB raised its position in Union Pacific by 46.9% in the fourth quarter. Nordea Investment Management AB now owns 87,905 shares of the railroad operator’s stock worth $21,596,000 after purchasing an additional 28,052 shares in the last quarter. Procyon Advisors LLC raised its position in Union Pacific by 48.3% in the fourth quarter. Procyon Advisors LLC now owns 18,512 shares of the railroad operator’s stock worth $4,547,000 after purchasing an additional 6,031 shares in the last quarter. Advisor Resource Council acquired a new position in Union Pacific in the fourth quarter worth about $606,000. Finally, Factory Mutual Insurance Co. raised its position in Union Pacific by 11.9% in the fourth quarter. Factory Mutual Insurance Co. now owns 184,700 shares of the railroad operator’s stock worth $45,366,000 after purchasing an additional 19,600 shares in the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.

Insiders Place Their Bets

In other Union Pacific news, President Elizabeth F. Whited sold 3,750 shares of the stock in a transaction on Thursday, February 15th. The shares were sold at an average price of $250.00, for a total value of $937,500.00. Following the sale, the president now directly owns 56,682 shares in the company, valued at $14,170,500. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Company insiders own 0.26% of the company’s stock.

Union Pacific Trading Down 1.8 %

UNP stock traded down $4.31 during midday trading on Wednesday, reaching $231.98. The company’s stock had a trading volume of 2,951,003 shares, compared to its average volume of 2,314,554. Union Pacific Co. has a 52 week low of $190.37 and a 52 week high of $258.66. The stock has a market cap of $141.53 billion, a PE ratio of 22.18, a price-to-earnings-growth ratio of 2.53 and a beta of 1.07. The company has a quick ratio of 0.67, a current ratio of 0.81 and a debt-to-equity ratio of 2.11. The business’s 50-day simple moving average is $244.48 and its 200-day simple moving average is $234.62.

Union Pacific (NYSE:UNP) last announced its quarterly earnings data on Thursday, January 25th. The railroad operator reported $2.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.56 by $0.15. Union Pacific had a net margin of 26.45% and a return on equity of 46.87%. The firm had revenue of $6.16 billion for the quarter, compared to analysts’ expectations of $6.05 billion. During the same period last year, the firm earned $2.67 earnings per share. The business’s revenue for the quarter was down .3% on a year-over-year basis. As a group, sell-side analysts expect that Union Pacific Co. will post 11.01 EPS for the current year.

Union Pacific Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 29th. Shareholders of record on Thursday, February 29th were issued a $1.30 dividend. The ex-dividend date of this dividend was Wednesday, February 28th. This represents a $5.20 annualized dividend and a yield of 2.24%. Union Pacific’s dividend payout ratio (DPR) is presently 49.71%.

Wall Street Analyst Weigh In

UNP has been the subject of several recent research reports. TD Cowen increased their price target on shares of Union Pacific from $228.00 to $251.00 and gave the stock an “outperform” rating in a research report on Friday, January 26th. Royal Bank of Canada dropped their price target on shares of Union Pacific from $282.00 to $272.00 and set an “outperform” rating for the company in a research report on Friday, January 26th. Sanford C. Bernstein raised shares of Union Pacific from a “market perform” rating to an “outperform” rating and set a $280.00 price objective on the stock in a research note on Monday, January 22nd. Raymond James upped their price objective on shares of Union Pacific from $240.00 to $275.00 and gave the stock a “strong-buy” rating in a research note on Tuesday, January 16th. Finally, Stifel Nicolaus upped their price objective on shares of Union Pacific from $231.00 to $248.00 and gave the stock a “hold” rating in a research note on Friday, April 12th. Seven analysts have rated the stock with a hold rating, eleven have assigned a buy rating and one has assigned 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 price target of $255.00.

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.