Analysts Set Union Pacific Corporation (NYSE:UNP) Price Target at $320.89

Shares of Union Pacific Corporation (NYSE:UNP) have received a consensus rating of “Moderate Buy” from the twenty-one analysts that are presently covering the stock, MarketBeat.com reports. Four research analysts have rated the stock with a hold recommendation, fifteen have given a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12-month price objective among brokers that have covered the stock in the last year is $327.7222.

Several equities research analysts have recently weighed in on the stock. Royal Bank Of Canada raised shares of Union Pacific from an “outperform” rating to a “buy” rating in a research report on Wednesday. Susquehanna lifted their price objective on shares of Union Pacific from $305.00 to $333.00 and gave the company a “positive” rating in a report on Tuesday, July 14th. Bank of America boosted their price objective on shares of Union Pacific from $301.00 to $334.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Evercore restated an “outperform” rating and set a $294.00 target price on shares of Union Pacific in a report on Thursday, June 25th. Finally, Raymond James Financial reaffirmed a “strong-buy” rating on shares of Union Pacific in a research report on Monday, July 13th.

Union Pacific Trading Up 0.5%

Shares of NYSE UNP opened at $282.40 on Tuesday. Union Pacific has a twelve month low of $215.53 and a twelve month high of $315.99. The business has a fifty day simple moving average of $294.88 and a two-hundred day simple moving average of $272.30. The firm has a market cap of $167.77 billion, a PE ratio of 22.87, a price-to-earnings-growth ratio of 2.80 and a beta of 0.96. The company has a quick ratio of 0.82, a current ratio of 0.99 and a debt-to-equity ratio of 1.40.

Union Pacific (NYSE:UNP) last issued its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.26 by $0.15. The company had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The firm’s quarterly revenue was up 11.5% on a year-over-year basis. During the same period in the prior year, the business earned $3.03 EPS. Analysts expect that Union Pacific will post 13.02 earnings per share for the current fiscal year.

Union Pacific Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, August 31st will be given a dividend of $1.42 per share. The ex-dividend date of this dividend is Monday, August 31st. This is an increase from Union Pacific’s previous quarterly dividend of $1.38. This represents a $5.68 dividend on an annualized basis and a yield of 2.0%. Union Pacific’s dividend payout ratio is 45.99%.

Hedge Funds Weigh In On Union Pacific

Large investors have recently added to or reduced their stakes in the company. Capital World Investors increased its holdings in shares of Union Pacific by 92.1% during the fourth quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock valued at $4,658,142,000 after acquiring an additional 9,655,306 shares in the last quarter. Norges Bank acquired a new stake in Union Pacific in the 4th quarter worth approximately $1,779,907,000. Legal & General Group Plc acquired a new stake in Union Pacific in the 2nd quarter worth approximately $1,193,135,000. Canada Pension Plan Investment Board purchased a new stake in Union Pacific during the 2nd quarter worth approximately $1,094,677,000. Finally, Capital Research Global Investors grew its position in Union Pacific by 26.0% during the 4th quarter. Capital Research Global Investors now owns 10,980,904 shares of the railroad operator’s stock worth $2,540,105,000 after purchasing an additional 2,267,708 shares during the last quarter. 80.38% of the stock is currently owned by institutional investors.

More Union Pacific News

Here are the key news stories impacting Union Pacific this week:

• Positive Sentiment: UBS upgraded UNP to Buy and raised its price target to $339 from $310. The firm expects stronger 2027 performance, with estimates above consensus and approximately 3.5% volume growth. UBS cited continued gains in intermodal and merchandise freight, favorable pricing versus the truckload market and potential upside from a Norfolk Southern combination, although merger benefits were excluded from its base-case forecast. Union Pacific Stock Rallies Following UBS Upgrade to Buy Rating
• Positive Sentiment: Elevated diesel prices are encouraging shippers to shift freight from trucks to rail. Union Pacific said the resulting cost advantage could support demand and boost volumes, providing a favorable operating backdrop for the railroad. Union Pacific says high diesel prices shifting freight from trucks to rail
• Positive Sentiment: More than 500 customers voiced support for a proposed Union Pacific–Norfolk Southern combination. Supporters cited broader market access, stronger supply chains and new growth opportunities. The endorsement reinforces the potential strategic value of the transaction, though it does not remove regulatory or execution risks. More Than 500 Customers Back Union Pacific-Norfolk Southern Combination as a Catalyst for American Growth
• Neutral Sentiment: Union Pacific announced a holiday tour for its Big Boy No. 4014 steam locomotive supporting Make-A-Wish. The event may strengthen customer and public engagement but is unlikely to materially affect earnings or valuation. Union Pacific’s Big Boy Holiday Tour
• Negative Sentiment: Potential risks include uncertainty surrounding the Norfolk Southern merger, including regulatory approval and integration challenges. The stock’s valuation and continued investor expectations for strong volume and earnings growth could also limit gains if operating momentum slows.

Union Pacific Company Profile

Union Pacific Corporation is a transportation company that operates Union Pacific Railroad, one of the largest freight railroad networks in the United States. The company provides rail transportation and logistics services for a broad range of commodities, including agricultural products, automotive goods, chemicals, coal, industrial products, and intermodal shipments.

Union Pacific’s railroad network serves the western two-thirds of the United States, connecting major markets and ports across approximately 23 states.