Brokers Offer Predictions for Union Pacific FY2026 Earnings

Key Points

• Erste Group Bank projects Union Pacific’s FY2026 EPS at $13.08, slightly above the $13.01 consensus estimate, and forecasts FY2027 EPS of $14.20 while maintaining a “Buy” rating.
• Analyst sentiment is broadly positive: Union Pacific has a consensus “Moderate Buy” rating and a $320.89 target price, with recent targets ranging from $325 to $350.
• Union Pacific exceeded quarterly expectations, reporting $3.41 EPS and $6.86 billion in revenue, while raising its quarterly dividend to $1.42 per share, equivalent to a 1.9% yield.

Union Pacific Corporation (NYSE:UNP - Free Report) - Equities researchers at Erste Group Bank issued their FY2026 EPS estimates for Union Pacific in a report issued on Thursday, August 27th. Erste Group Bank analyst S. Lingnau forecasts that the railroad operator will earn $13.08 per share for the year. Erste Group Bank has a "Buy" rating on the stock. The consensus estimate for Union Pacific's current full-year earnings is $13.01 per share. Erste Group Bank also issued estimates for Union Pacific's FY2027 earnings at $14.20 EPS.

Several other research firms have also weighed in on UNP. TD Cowen reissued a "buy" rating and set a $325.00 price target (up from $282.00) on shares of Union Pacific in a research report on Friday, July 24th. Benchmark raised their price objective on Union Pacific from $325.00 to $335.00 and gave the stock a "buy" rating in a research report on Friday, July 24th. Weiss Ratings raised Union Pacific from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, July 24th. Raymond James Financial reiterated a "strong-buy" rating on shares of Union Pacific in a report on Monday, July 13th. Finally, Citizens Jmp initiated coverage on shares of Union Pacific in a research report on Wednesday, July 15th. They issued an "outperform" rating and a $350.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Union Pacific currently has a consensus rating of "Moderate Buy" and a consensus target price of $320.89.

Union Pacific Price Performance

UNP opened at $301.28 on Tuesday. The firm has a market capitalization of $178.98 billion, a P/E ratio of 24.40, a PEG ratio of 3.06 and a beta of 0.96. The stock has a fifty day moving average of $291.90 and a 200-day moving average of $270.19. 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 has a 12-month low of $210.84 and a 12-month high of $315.99.

Union Pacific (NYSE:UNP - Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, topping the consensus estimate of $3.26 by $0.15. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The firm had revenue of $6.86 billion for the quarter, compared to analysts' expectations of $6.72 billion. During the same period in the previous year, the company posted $3.03 EPS. The company's quarterly revenue was up 11.5% compared to the same quarter last year.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. California State Teachers Retirement System lifted its holdings in shares of Union Pacific by 29,250.5% during the 2nd quarter. California State Teachers Retirement System now owns 247,700,336 shares of the railroad operator's stock valued at $67,374,491,000 after buying an additional 246,856,396 shares during the last quarter. Capital World Investors grew its stake 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 valued at $4,658,142,000 after buying an additional 9,655,306 shares in the last quarter. Norges Bank acquired a new position in Union Pacific in the fourth quarter worth approximately $1,779,907,000. Legal & General Group Plc acquired a new position in Union Pacific in the second quarter worth approximately $1,193,135,000. Finally, Canada Pension Plan Investment Board bought a new position in Union Pacific during the second quarter valued at approximately $1,094,677,000. 80.38% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Union Pacific

In related news, EVP Eric J. Gehringer sold 2,991 shares of Union Pacific stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total transaction of $789,504.36. Following the completion of the sale, the executive vice president owned 43,012 shares of the company's stock, valued at approximately $11,353,447.52. This trade represents a 6.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.22% of the company's stock.

Union Pacific Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, August 31st will be issued a dividend of $1.42 per share. This is a positive change from Union Pacific's previous quarterly dividend of $1.38. This represents a $5.68 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Monday, August 31st. Union Pacific's dividend payout ratio is 44.70%.

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.

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