Union Pacific (NYSE:UNP) Price Target Cut to $321.00 by Analysts at JPMorgan Chase & Co.

Union Pacific (NYSE:UNP) had its price target reduced by equities researchers at JPMorgan Chase & Co. from $322.00 to $321.00 in a research report issued on Friday, Benzinga reports. The firm presently has a “neutral” rating on the railroad operator’s stock. JPMorgan Chase & Co.‘s target price points to a potential upside of 9.90% from the stock’s previous close.

A number of other equities analysts have also weighed in on the company. Barclays reiterated an “overweight” rating and issued a $350.00 price target (up from $315.00) on shares of Union Pacific in a research report on Friday, July 24th. The Goldman Sachs Group set a $317.00 price objective on Union Pacific and gave the stock a “neutral” rating in a report on Thursday, July 23rd. Stephens raised shares of Union Pacific to a “strong-buy” rating in a research note on Wednesday, July 8th. Evercore reaffirmed an “outperform” rating and set a $294.00 price objective 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 equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $325.22.

Union Pacific Price Performance

Shares of UNP traded down $6.02 during trading hours on Friday, hitting $292.07. 1,569,669 shares of the company were exchanged, compared to its average volume of 2,965,047. The company has a market capitalization of $173.51 billion, a PE ratio of 23.69, a PEG ratio of 2.86 and a beta of 0.95. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.82. The firm has a fifty day simple moving average of $287.41 and a 200-day simple moving average of $278.18. Union Pacific has a one year low of $215.53 and a one year high of $315.99.

Union Pacific (NYSE:UNP) last issued its earnings results on Thursday, October 22nd. The railroad operator reported $3.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.47 by $0.06. The business had revenue of $7.20 billion for the quarter, compared to analysts’ expectations of $7.16 billion. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%. The company’s quarterly revenue was up 15.3% on a year-over-year basis. During the same period in the previous year, the firm posted $3.08 EPS. As a group, sell-side analysts predict that Union Pacific will post 13.05 earnings per share for the current year.

Institutional Trading of Union Pacific

A number of hedge funds have recently modified their holdings of the business. State Street Corp boosted its position in shares of Union Pacific by 4.9% in the second quarter. State Street Corp now owns 27,890,598 shares of the railroad operator’s stock worth $7,586,243,000 after buying an additional 1,302,732 shares during the period. Bank of America Corp DE raised its position in Union Pacific by 0.4% during the second quarter. Bank of America Corp DE now owns 14,527,563 shares of the railroad operator’s stock valued at $3,951,497,000 after buying an additional 64,492 shares during the period. Legal & General Group Plc acquired a new position in Union Pacific during the second quarter valued at $1,193,135,000. Royal Bank of Canada raised its position in Union Pacific by 0.5% during the first quarter. Royal Bank of Canada now owns 4,617,313 shares of the railroad operator’s stock valued at $1,120,251,000 after buying an additional 23,698 shares during the period. Finally, Canada Pension Plan Investment Board purchased a new stake in Union Pacific in the 2nd quarter worth about $1,094,677,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Trending Headlines about Union Pacific

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

• Positive Sentiment: UNP reported record third-quarter revenue of approximately $7.20 billion and net income of $2.076 billion, up about 16% year over year. Adjusted EPS of $3.53 exceeded the $3.47 analyst consensus. Higher freight volumes, pricing gains and fuel-surcharge revenue more than offset inflation and fuel-cost pressure. Union Pacific Reports Third Quarter 2026 Results
• Positive Sentiment: Management affirmed expectations for reported 2026 EPS growth in the high-single-digit range and highlighted 6% volume growth and operational productivity improvements. Railroads are also benefiting as elevated trucking fuel costs encourage some freight to shift to rail. UNP affirms 2026 EPS growth outlook
• Positive Sentiment: Union Pacific raised its dividend for the 20th consecutive year. Stephens also lifted its price target to $352, while Erste Group maintained a Buy rating and modestly increased its 2026 and 2027 EPS forecasts. Stephens adjusts Union Pacific price target
• Neutral Sentiment: CEO Vincenzo Vena expressed very high confidence that the proposed Norfolk Southern merger will receive regulatory approval, with a targeted closing in 2027. Approval could create substantial long-term network and revenue opportunities, but remains subject to regulatory review. Union Pacific CEO discusses merger approval
• Negative Sentiment: UNP increased 2026 capital-expenditure guidance to $3.5 billion. The pending merger is also expected to redirect billions of dollars toward integration and investment rather than shareholder returns, potentially limiting the appeal of the dividend in the near term. Union Pacific dividend after earnings
• Negative Sentiment: Longtime CFO Jennifer Hamann plans to retire after 35 years with the railroad. Her departure adds leadership-transition uncertainty during the proposed merger and a period of elevated capital spending. Union Pacific CFO Jennifer Hamann to retire

About Union Pacific

Union Pacific Corporation (NYSE: UNP) is a transportation company that operates one of the largest freight railroad networks in the United States. Through its Union Pacific Railroad subsidiary, the company moves goods across the western two-thirds of the country, connecting major agricultural, industrial, energy, population and port markets.

Union Pacific transports a broad range of commodities and products, including agricultural goods, automotive shipments, chemicals, coal, industrial products, forest products and intermodal containers.