Zacks Research Reduces Earnings Estimates for Union Pacific

Union Pacific Co. (NYSE:UNP - Free Report) - Stock analysts at Zacks Research reduced their Q3 2025 EPS estimates for Union Pacific in a research report issued on Thursday, May 15th. Zacks Research analyst R. Department now anticipates that the railroad operator will post earnings of $2.95 per share for the quarter, down from their prior estimate of $2.98. The consensus estimate for Union Pacific's current full-year earnings is $11.99 per share. Zacks Research also issued estimates for Union Pacific's Q4 2025 earnings at $2.95 EPS, FY2025 earnings at $11.38 EPS, Q1 2026 earnings at $2.90 EPS, Q3 2026 earnings at $3.31 EPS and FY2027 earnings at $12.98 EPS.

Union Pacific (NYSE:UNP - Get Free Report) last issued its earnings results on Thursday, April 24th. The railroad operator reported $2.70 EPS for the quarter, missing analysts' consensus estimates of $2.73 by ($0.03). The firm had revenue of $6.03 billion for the quarter, compared to analyst estimates of $6.11 billion. Union Pacific had a return on equity of 41.12% and a net margin of 27.82%. The business's revenue for the quarter was down .1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.69 EPS.

UNP has been the subject of several other research reports. Stephens decreased their price objective on shares of Union Pacific from $275.00 to $255.00 and set an "overweight" rating for the company in a research note on Monday, April 28th. TD Cowen upped their price objective on shares of Union Pacific from $245.00 to $258.00 and gave the company a "buy" rating in a research note on Friday, January 24th. Barclays decreased their price objective on shares of Union Pacific from $285.00 to $260.00 and set an "overweight" rating for the company in a research note on Friday, April 25th. Deutsche Bank Aktiengesellschaft began coverage on shares of Union Pacific in a research note on Friday, March 7th. They issued a "buy" rating and a $295.00 price objective for the company. Finally, Stifel Nicolaus decreased their price objective on shares of Union Pacific from $270.00 to $248.00 and set a "buy" rating for the company in a research note on Monday, April 14th. One investment analyst has rated the stock with a sell rating, six have issued a hold rating, fifteen have assigned a buy rating and two have given a strong buy rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $257.50.

Union Pacific Stock Down 0.3%

Shares of UNP stock traded down $0.69 on Monday, reaching $222.18. 3,227,925 shares of the stock were exchanged, compared to its average volume of 2,646,463. The company has a current ratio of 0.77, a quick ratio of 0.62 and a debt-to-equity ratio of 1.76. Union Pacific has a twelve month low of $204.66 and a twelve month high of $258.07. The company has a market capitalization of $132.75 billion, a price-to-earnings ratio of 20.03, a PEG ratio of 2.15 and a beta of 1.07. The business's 50 day moving average price is $223.00 and its 200 day moving average price is $233.43.

Union Pacific Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 30th. Investors of record on Friday, May 30th will be issued a dividend of $1.34 per share. The ex-dividend date is Friday, May 30th. This represents a $5.36 annualized dividend and a yield of 2.41%. Union Pacific's dividend payout ratio is currently 48.29%.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Allred Capital Management LLC raised its holdings in Union Pacific by 0.5% during the fourth quarter. Allred Capital Management LLC now owns 8,349 shares of the railroad operator's stock worth $1,904,000 after purchasing an additional 40 shares in the last quarter. Palogic Value Management L.P. increased its holdings in Union Pacific by 1.5% in the fourth quarter. Palogic Value Management L.P. now owns 2,823 shares of the railroad operator's stock valued at $644,000 after buying an additional 42 shares in the last quarter. Titleist Asset Management LLC increased its holdings in Union Pacific by 1.1% in the first quarter. Titleist Asset Management LLC now owns 4,004 shares of the railroad operator's stock valued at $946,000 after buying an additional 44 shares in the last quarter. Pflug Koory LLC increased its holdings in Union Pacific by 0.5% in the fourth quarter. Pflug Koory LLC now owns 8,569 shares of the railroad operator's stock valued at $1,954,000 after buying an additional 45 shares in the last quarter. Finally, Baron Wealth Management LLC increased its holdings in Union Pacific by 3.3% in the fourth quarter. Baron Wealth Management LLC now owns 1,409 shares of the railroad operator's stock valued at $321,000 after buying an additional 45 shares in the last quarter. 80.38% of the stock is owned by hedge funds and other institutional investors.

Union Pacific Company Profile

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, renewable biofuel producers, and other agricultural users; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers.