Union Pacific (NYSE:UNP) Price Target Raised to $348.00

Union Pacific (NYSE:UNP) had its price objective hoisted by Citigroup from $338.00 to $348.00 in a research note published on Friday,Benzinga reports. They currently have a buy rating on the railroad operator’s stock.

UNP has been the topic of a number of other reports. BMO Capital Markets restated a “market perform” rating and set a $320.00 price objective (up from $285.00) on shares of Union Pacific in a report on Friday, July 24th. Evercore reaffirmed an “outperform” rating and issued a $294.00 price objective on shares of Union Pacific in a research report on Thursday, June 25th. Benchmark upped their target price on shares of Union Pacific from $325.00 to $335.00 and gave the stock a “buy” rating in a research note on Friday, July 24th. Susquehanna lowered their target price on Union Pacific from $345.00 to $333.00 and set a “positive” rating for the company in a report on Friday, October 2nd. Finally, TD Cowen reissued a “buy” rating and issued a $328.00 price target (up from $325.00) on shares of Union Pacific in a research note on Friday. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $325.78.

Union Pacific Price Performance

NYSE UNP opened at $292.85 on Friday. The business has a 50 day simple moving average of $287.40 and a 200 day simple moving average of $278.51. Union Pacific has a 52-week low of $215.53 and a 52-week high of $315.99. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.99 and a current ratio of 1.16. The stock has a market cap of $174.02 billion, a price-to-earnings ratio of 22.83, a PEG ratio of 2.89 and a beta of 0.95.

Union Pacific (NYSE:UNP) last announced its quarterly earnings results on Thursday, October 22nd. The railroad operator reported $3.53 earnings per share for the quarter, beating analysts’ consensus estimates of $3.47 by $0.06. Union Pacific had a net margin of 28.90% and a return on equity of 37.54%. The firm had revenue of $7.20 billion for the quarter, compared to analyst estimates of $7.16 billion. During the same quarter in the previous year, the firm posted $3.08 earnings per share. The business’s revenue was up 15.3% on a year-over-year basis. Analysts anticipate that Union Pacific will post 13.13 earnings per share for the current fiscal year.

Union Pacific Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Monday, August 31st were given a dividend of $1.42 per share. This is an increase from Union Pacific’s previous quarterly dividend of $1.38. The ex-dividend date of this dividend was Monday, August 31st. This represents a $5.68 dividend on an annualized basis and a yield of 1.9%. Union Pacific’s payout ratio is currently 44.27%.

Institutional Trading of Union Pacific

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA grew its position in Union Pacific by 2.2% in the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 248,382 shares of the railroad operator’s stock valued at $67,592,000 after purchasing an additional 5,275 shares in the last quarter. Tower View Wealth Management LLC increased its stake in Union Pacific by 57.3% in the 3rd quarter. Tower View Wealth Management LLC now owns 6,603 shares of the railroad operator’s stock valued at $1,797,000 after buying an additional 2,406 shares during the last quarter. Kingswood Wealth Advisors LLC increased its stake in Union Pacific by 10.0% in the 3rd quarter. Kingswood Wealth Advisors LLC now owns 7,910 shares of the railroad operator’s stock valued at $2,153,000 after buying an additional 719 shares during the last quarter. Sigma Planning Corp increased its stake in Union Pacific by 28.4% in the 3rd quarter. Sigma Planning Corp now owns 5,560 shares of the railroad operator’s stock valued at $1,505,000 after buying an additional 1,231 shares during the last quarter. Finally, Code Waechter LLC lifted its position in Union Pacific by 11.4% during the 3rd quarter. Code Waechter LLC now owns 1,490 shares of the railroad operator’s stock worth $405,000 after buying an additional 153 shares in the last quarter. 80.38% of the stock is currently owned by institutional investors and hedge funds.

More Union Pacific News

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

• Positive Sentiment: Q3 earnings exceeded expectations: Union Pacific reported adjusted EPS of $3.53 versus the $3.47 consensus and revenue of $7.20 billion versus $7.16 billion expected. Adjusted profit rose 15% year over year, supported by 6% volume growth, pricing gains, fuel surcharges and improved productivity despite higher costs. Reuters: US railroad operator Union Pacific’s quarterly profit rises
• Positive Sentiment: Management maintained its outlook: The railroad reaffirmed expectations for high-single-digit reported EPS growth in 2026 and raised planned 2026 capital expenditures to approximately $3.5 billion, signaling confidence in demand and network investment. Union Pacific affirms 2026 EPS growth outlook
• Positive Sentiment: Analyst support increased: Citigroup raised its price target to $348 and kept a Buy rating, while Stephens lifted its target to $352. StoneX also reiterated its Buy recommendation. Analyst forecasts after Union Pacific Q3 results
• Neutral Sentiment: The Norfolk Southern merger remains a major catalyst: CEO confidence that regulators will approve the transaction supports the long-term growth case, but the proposed deal still requires regulatory review and could create execution and integration risks. Union Pacific CEO merger comments
• Negative Sentiment: Shareholder returns and leadership face pressure: Higher merger-related investment and $3.5 billion of capital spending may limit near-term cash available for dividends, while CFO Jennifer Hamann’s planned retirement after 35 years adds a transition risk. JPMorgan lowered its price target to $321 and maintained a Neutral rating. Union Pacific CFO retirement

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.