Bank of America Issues Positive Forecast for Union Pacific (NYSE:UNP) Stock Price

Union Pacific (NYSE:UNP) had its target price boosted by research analysts at Bank of America from $301.00 to $334.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the railroad operator’s stock. Bank of America‘s price target would suggest a potential upside of 9.67% from the stock’s previous close.

Other equities analysts have also recently issued research reports about the stock. UBS Group reaffirmed a “neutral” rating and set a $274.00 price objective (up from $253.00) on shares of Union Pacific in a research note on Friday, April 24th. TD Cowen raised their price target on shares of Union Pacific from $256.00 to $282.00 and gave the company a “buy” rating in a report on Friday, April 24th. Citigroup started coverage on shares of Union Pacific in a research report on Wednesday, July 15th. They set an “outperform” rating for the company. JPMorgan Chase & Co. increased their price objective on Union Pacific from $275.00 to $304.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. Finally, Stephens raised Union Pacific to a “strong-buy” rating in a research note on Wednesday, July 8th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $300.85.

Union Pacific Stock Performance

Shares of NYSE UNP traded up $12.00 during mid-day trading on Thursday, hitting $304.56. The company had a trading volume of 4,184,290 shares, compared to its average volume of 3,150,191. The company has a current ratio of 0.92, a quick ratio of 0.73 and a debt-to-equity ratio of 1.53. Union Pacific has a 1 year low of $210.84 and a 1 year high of $315.99. The company has a market capitalization of $180.82 billion, a price-to-earnings ratio of 25.07, a P/E/G ratio of 3.07 and a beta of 0.96. The stock’s 50-day moving average price is $273.68 and its 200-day moving average price is $257.46.

Union Pacific (NYSE:UNP) last issued its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.25 by $0.16. The business had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 billion. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The firm’s quarterly revenue was up 11.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.03 EPS. On average, sell-side analysts forecast that Union Pacific will post 12.62 earnings per share for the current year.

Insider Transactions at Union Pacific

In related news, EVP Kenyatta G. Rocker sold 27,387 shares of the company’s stock in a transaction on Friday, April 24th. The shares were sold at an average price of $271.76, for a total value of $7,442,691.12. Following the completion of the transaction, the executive vice president directly owned 61,102 shares in the company, valued at approximately $16,605,079.52. The trade was a 30.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jennifer L. Hamann sold 2,000 shares of the stock in a transaction on Friday, April 24th. The shares were sold at an average price of $274.70, for a total value of $549,400.00. Following the completion of the transaction, the chief financial officer directly owned 114,642 shares in the company, valued at approximately $31,492,157.40. This represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 32,378 shares of company stock valued at $8,781,595 in the last quarter. Insiders own 0.22% of the company’s stock.

Hedge Funds Weigh In On Union Pacific

Hedge funds and other institutional investors have recently modified their holdings of the company. Vanguard Group Inc. boosted its stake in Union Pacific by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 59,329,262 shares of the railroad operator’s stock worth $13,724,045,000 after buying an additional 659,378 shares in the last quarter. State Street Corp raised its stake in shares of Union Pacific by 4.3% during the fourth quarter. State Street Corp now owns 26,330,080 shares of the railroad operator’s stock worth $6,090,674,000 after acquiring an additional 1,082,285 shares in the last quarter. Capital World Investors lifted its holdings in shares of Union Pacific by 92.1% in the 4th quarter. Capital World Investors now owns 20,136,349 shares of the railroad operator’s stock worth $4,658,142,000 after acquiring an additional 9,655,306 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Union Pacific by 2.0% in the 4th quarter. Geode Capital Management LLC now owns 15,360,668 shares of the railroad operator’s stock worth $3,552,550,000 after acquiring an additional 296,814 shares during the last quarter. Finally, Bank of America Corp DE boosted its stake in shares of Union Pacific by 16.8% in the 1st quarter. Bank of America Corp DE now owns 14,463,071 shares of the railroad operator’s stock valued at $3,509,030,000 after purchasing an additional 2,084,808 shares in the last quarter. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

More Union Pacific News

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

• Positive Sentiment: Union Pacific reported better-than-expected Q2 results, with adjusted EPS of $3.41 and revenue of $6.86 billion, both above Wall Street estimates. The company also posted record freight revenue, which points to improving demand and pricing power. Union Pacific Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its profit outlook and reinforced confidence in operating improvements, which supports the idea that earnings momentum could continue into the second half of the year. Union Pacific Posts Best-Ever Freight Revenue, Raises Profit Outlook
• Positive Sentiment: Union Pacific’s merger efforts got a boost after Canadian National agreed to a framework that expands competitive access and removes a key source of opposition to the Norfolk Southern transaction, reducing one regulatory overhang for investors. Union Pacific and CN Reach Agreement to Expand Customer Opportunities in Connection with Merger
• Neutral Sentiment: Several outlets highlighted the same earnings beat and merger developments, but they do not add materially new information beyond the core drivers already reflected in the stock move. Union Pacific rides improved volume trend to earnings beat

About Union Pacific

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.