Erste Group Bank Forecasts Union Pacific FY2026 Earnings

Union Pacific Corporation (NYSE:UNP) – Analysts at Erste Group Bank issued their FY2026 earnings estimates for Union Pacific in a research report issued to clients and investors on Thursday, August 27th. Erste Group Bank analyst S. Lingnau expects that the railroad operator will earn $13.08 per share for the year. Erste Group Bank has a “Buy” rating on the stock. The consensus estimate for Union Pacific’s current full-year earnings is $13.01 per share. Erste Group Bank also issued estimates for Union Pacific’s FY2027 earnings at $14.20 EPS.

A number of other equities research analysts have also recently issued reports on UNP. UBS Group reaffirmed a “neutral” rating and set a $310.00 target price (up from $286.00) on shares of Union Pacific in a research report on Friday, July 24th. Stephens upgraded shares of Union Pacific to a “strong-buy” rating in a research note on Wednesday, July 8th. Weiss Ratings raised shares of Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Evercore reiterated an “outperform” rating and issued a $294.00 target price on shares of Union Pacific in a research note on Thursday, June 25th. Finally, BMO Capital Markets reiterated a “market perform” rating and issued a $320.00 target price (up from $285.00) on shares of Union Pacific in a report on Friday, July 24th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Union Pacific currently has a consensus rating of “Moderate Buy” and a consensus target price of $320.89.

Union Pacific Stock Down 2.0%

Shares of UNP stock opened at $301.28 on Tuesday. The stock’s 50 day simple moving average is $291.90 and its 200 day simple moving average is $270.19. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.82 and a current ratio of 0.99. Union Pacific has a twelve month low of $210.84 and a twelve month high of $315.99. The company has a market capitalization of $178.98 billion, a price-to-earnings ratio of 24.40, a PEG ratio of 3.06 and a beta of 0.96.

Union Pacific (NYSE:UNP) last announced its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, topping analysts’ consensus estimates of $3.26 by $0.15. The company had revenue of $6.86 billion during the quarter, compared to analysts’ expectations of $6.72 billion. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%.The business’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.03 earnings per share.

Union Pacific Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st will be given a $1.42 dividend. This is a positive change from Union Pacific’s previous quarterly dividend of $1.38. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Monday, August 31st. Union Pacific’s dividend payout ratio (DPR) is currently 44.70%.

Insider Activity

In related news, EVP Eric J. Gehringer sold 2,991 shares of the business’s stock in a transaction on Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the transaction, the executive vice president owned 43,012 shares of the company’s stock, valued at approximately $11,353,447.52. The trade was a 6.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.22% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in UNP. Acadian Asset Management LLC raised its stake in shares of Union Pacific by 40.4% in the 1st quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock valued at $546,000 after buying an additional 665 shares in the last quarter. Schnieders Capital Management LLC. boosted its position in shares of Union Pacific by 0.5% during the 2nd quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock valued at $4,741,000 after acquiring an additional 102 shares in the last quarter. Main Street Financial Solutions LLC boosted its position in shares of Union Pacific by 1.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 3,733 shares of the railroad operator’s stock valued at $859,000 after acquiring an additional 58 shares in the last quarter. HUB Investment Partners LLC increased its stake in Union Pacific by 10.0% in the second quarter. HUB Investment Partners LLC now owns 6,091 shares of the railroad operator’s stock valued at $1,401,000 after acquiring an additional 554 shares during the period. Finally, Alliancebernstein L.P. raised its holdings in shares of Union Pacific by 7.4% in the 2nd quarter. Alliancebernstein L.P. now owns 1,528,426 shares of the railroad operator’s stock worth $351,660,000 after buying an additional 105,664 shares in the last quarter. Institutional investors own 80.38% of the company’s stock.

Union Pacific Company Profile

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.