Union Pacific (UNP) Projected to Post Earnings on Thursday

Key Points

• Q1 2026 earnings due Thursday, April 23 (8:45 AM ET): Analysts expect Union Pacific to report EPS of $2.84 and revenue of $6.1167 billion before the market opens.
• In the prior quarter UNP missed estimates, reporting $2.86 EPS and $6.09 billion in revenue, and the stock was trading down about 1.5% amid mixed near-term performance indicators.
• Dividend and analyst backdrop: Union Pacific pays a $1.38 quarterly dividend (annualized $5.52, yield ~2.2%), and consensus analyst sentiment is a "Moderate Buy" with a $267.10 target price.

Union Pacific (NYSE:UNP - Get Free Report) is projected to announce its Q1 2026 results before the market opens on Thursday, April 23rd. Analysts expect the company to announce earnings of $2.84 per share and revenue of $6.1167 billion for the quarter. Investors may visit the the company's upcoming Q1 2026 earning results page for the latest details on the call scheduled for Thursday, April 23, 2026 at 8:45 AM ET.

Union Pacific (NYSE:UNP - Get Free Report) last posted its quarterly earnings results on Tuesday, January 27th. The railroad operator reported $2.86 EPS for the quarter, missing the consensus estimate of $2.92 by ($0.06). Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. The business had revenue of $6.09 billion during the quarter, compared to analysts' expectations of $6.15 billion. During the same quarter last year, the firm earned $2.91 EPS. The firm's quarterly revenue was down .6% compared to the same quarter last year. On average, analysts expect Union Pacific to post $12 EPS for the current fiscal year and $13 EPS for the next fiscal year.

Union Pacific Trading Down 1.5%

NYSE UNP opened at $248.33 on Thursday. The company has a market cap of $147.36 billion, a P/E ratio of 20.75, a P/E/G ratio of 2.78 and a beta of 0.96. Union Pacific has a 12 month low of $206.63 and a 12 month high of $268.14. The company has a debt-to-equity ratio of 1.64, a current ratio of 0.91 and a quick ratio of 0.75. The company has a 50-day moving average of $251.94 and a 200-day moving average of $237.30.

Union Pacific Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, February 27th were issued a $1.38 dividend. This represents a $5.52 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Friday, February 27th. Union Pacific's payout ratio is presently 46.12%.

Insider Buying and Selling

In related news, EVP Eric J. Gehringer sold 1,999 shares of the firm's stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $234.93, for a total value of $469,625.07. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 0.22% of the company's stock.

Institutional Investors Weigh In On Union Pacific

Several institutional investors have recently bought and sold shares of the business. SWAN Capital LLC boosted its position in Union Pacific by 2,575.0% during the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator's stock worth $25,000 after purchasing an additional 103 shares during the period. Gilpin Wealth Management LLC acquired a new stake in Union Pacific in the 4th quarter valued at $31,000. Quarry LP purchased a new position in Union Pacific in the third quarter valued at about $34,000. Ankerstar Wealth LLC purchased a new position in Union Pacific in the fourth quarter valued at about $37,000. Finally, Caitong International Asset Management Co. Ltd lifted its stake in shares of Union Pacific by 507.7% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 158 shares of the railroad operator's stock worth $37,000 after purchasing an additional 132 shares in the last quarter. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts recently commented on UNP shares. The Goldman Sachs Group reaffirmed a "neutral" rating and set a $267.00 price target on shares of Union Pacific in a research report on Tuesday, January 27th. JPMorgan Chase & Co. decreased their price target on shares of Union Pacific from $270.00 to $265.00 and set a "neutral" rating on the stock in a report on Wednesday, January 28th. TD Cowen lowered their price objective on shares of Union Pacific from $257.00 to $255.00 and set a "buy" rating for the company in a research note on Wednesday, January 28th. Sanford C. Bernstein upped their price objective on Union Pacific from $289.00 to $293.00 and gave the stock an "outperform" rating in a report on Tuesday, March 31st. Finally, Robert W. Baird set a $311.00 target price on Union Pacific and gave the stock an "outperform" rating in a research report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, Union Pacific presently has an average rating of "Moderate Buy" and a consensus target price of $267.10.

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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