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Stock impact report

Artisan Value Income Fund Q4 2025 Portfolio Activity [Seeking Alpha]

Union Pacific Corporation (UNP) 
Last union pacific corporation earnings: 4/23 08:00 am Check Earnings Report
US:NYSE Investor Relations: up.com/investors
Company Research Source: Seeking Alpha
Another notable purchase was Union Pacific, the largest freight railroad in the US. Besides our sale of Baxter International, we also exited LKQ, a vehicle parts distributor. Alistair Berg/DigitalVision via Getty Images The following segment was excerpted from the Artisan Value Income Fund Q4 2025 Commentary The portfolio returned 2.21% in Q4 and finished the year up 10.03% (investor class). Over the past three years, the portfolio has generated a ~10% annualized This article was written by Quick Insights PB trades near the bottom of its long-term valuation range, boasts strong credit quality and capital, and benefits from disciplined, owner-operator management focused on opportunistic acquisitions. UNP's scale, pricing power, and adoption of precision scheduled railroading drive high margins, resilient free cash flow, and manageable leverage, with shares trading below historical earnings multiples. BAX was exited following a significant dividend cut and weak organi Show less Read more
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