Union Pacific (NYSE:UNP) Stock Gets Price Target Bump from Citigroup

Key Points

• Citigroup raised Union Pacific’s price target from $338 to $348 and maintained a “Buy” rating, implying approximately 18.5% upside from the reported share price.
• Analyst sentiment remains broadly positive: Union Pacific has a consensus “Moderate Buy” rating and an average target price of $325.78, with recent target increases from Robert W. Baird and Bank of America.
• Union Pacific’s latest quarterly results exceeded expectations, with EPS of $3.53 versus $3.47 expected and revenue of $7.20 billion, up 15.3% year over year.

Union Pacific (NYSE:UNP - Get Free Report) had its price objective boosted by analysts at Citigroup from $338.00 to $348.00 in a research report issued on Friday, Benzinga reports. The brokerage presently has a "buy" rating on the railroad operator's stock. Citigroup's price target would suggest a potential upside of 18.53% from the company's current price.

UNP has been the subject of a number of other research reports. Robert W. Baird raised their price target on Union Pacific from $311.00 to $344.00 and gave the company an "outperform" rating in a research report on Monday, July 27th. Weiss Ratings raised shares of Union Pacific from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, October 9th. UBS Group reissued a "buy" rating on shares of Union Pacific in a research note on Friday. Bank of America lifted their target price on shares of Union Pacific from $301.00 to $334.00 and gave the stock a "buy" rating in a research report on Thursday, July 23rd. Finally, BMO Capital Markets reaffirmed a "market perform" rating and issued a $320.00 price target (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, fifteen have assigned a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $325.78.

Union Pacific Stock Down 1.5%

Shares of UNP traded down $4.49 during midday trading on Friday, reaching $293.60. The stock had a trading volume of 2,066,579 shares, compared to its average volume of 2,967,449. The company's fifty day simple moving average is $287.41 and its two-hundred day simple moving average is $278.18. The company has a market cap of $174.42 billion, a price-to-earnings ratio of 23.79, a PEG ratio of 2.86 and a beta of 0.95. Union Pacific has a 1-year low of $215.53 and a 1-year high of $315.99. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.82.

Union Pacific (NYSE:UNP - Get Free Report) last issued its earnings results on Thursday, October 22nd. The railroad operator reported $3.53 earnings per share for the quarter, topping the consensus estimate of $3.47 by $0.06. Union Pacific had a return on equity of 38.46% and a net margin of 28.85%. The business had revenue of $7.20 billion for the quarter, compared to analyst estimates of $7.16 billion. During the same quarter last year, the company earned $3.08 EPS. The business's quarterly revenue was up 15.3% on a year-over-year basis. Equities research analysts expect that Union Pacific will post 13.05 earnings per share for the current year.

Institutional Investors Weigh In On Union Pacific

Hedge funds have recently modified their holdings of the company. Simplicity Wealth LLC grew its stake in Union Pacific by 2.2% in the 3rd quarter. Simplicity Wealth LLC now owns 9,621 shares of the railroad operator's stock worth $2,618,000 after acquiring an additional 208 shares during the period. Carolina Wealth Advisors LLC increased its stake in Union Pacific by 3.3% in the third quarter. Carolina Wealth Advisors LLC now owns 11,323 shares of the railroad operator's stock valued at $3,081,000 after purchasing an additional 363 shares during the last quarter. NTV Asset Management LLC increased its stake in Union Pacific by 6.0% in the third quarter. NTV Asset Management LLC now owns 1,755 shares of the railroad operator's stock valued at $478,000 after purchasing an additional 100 shares during the last quarter. Sowell Financial Services LLC lifted its position in Union Pacific by 9.4% during the third quarter. Sowell Financial Services LLC now owns 7,847 shares of the railroad operator's stock worth $2,135,000 after buying an additional 676 shares during the period. Finally, One Wealth Capital Management LLC acquired a new stake in Union Pacific in the 3rd quarter worth about $441,000. 80.38% of the stock is 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 and revenue beat expectations. Union Pacific reported adjusted EPS of $3.53 versus the $3.47 consensus and revenue of approximately $7.20 billion versus $7.16 billion expected. Net income rose about 16% year over year to $2.076 billion, supported by 6% volume growth, pricing gains and higher fuel-surcharge revenue. Reuters earnings report
• Positive Sentiment: Management maintained a constructive outlook. Union Pacific affirmed expectations for reported 2026 EPS growth in the high-single-digit range. Analysts at Erste Group also slightly raised their 2026 and 2027 EPS forecasts and retained a “Buy” rating, while Stephens increased its price target to $352. Union Pacific outlook
• Positive Sentiment: Dividend growth continues. The company reportedly raised its dividend for the 20th consecutive year, reinforcing its appeal to income-oriented investors. Union Pacific dividend analysis
• Neutral Sentiment: Merger approval remains a major catalyst and risk. CEO Vincenzo Vena expressed strong confidence that the proposed Norfolk Southern merger will receive approval, but the transaction could redirect billions of dollars from shareholder distributions and increase near-term capital requirements ahead of the expected 2027 closing.
• Negative Sentiment: Higher investment and cautious analyst sentiment weighed on the shares. Union Pacific lifted 2026 capital-expenditure guidance to $3.5 billion, while JPMorgan lowered its price target to $321 and kept a “Neutral” rating. The company also announced that CFO Jennifer Hamann will retire after 35 years, creating an additional transition during the merger process. JPMorgan price target report

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.

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