Q2 EPS Estimates for Union Pacific Raised by Zacks Research

Key Points

• Analysts at Zacks Research have increased their Q2 2025 earnings per share estimate for Union Pacific to $2.81, up from the previous estimate of $2.79.
• The recent dividend payment of $1.38 represents an increase from the previous $1.34 dividend, with a resulting annualized yield of 2.46%.
• Institutional investors hold 80.38% of Union Pacific's stock, indicating significant interest from major financial entities.

Union Pacific Corporation (NYSE:UNP - Free Report) - Zacks Research boosted their Q2 2025 earnings per share (EPS) estimates for Union Pacific in a research note issued on Tuesday, July 22nd. Zacks Research analyst R. Department now anticipates that the railroad operator will earn $2.81 per share for the quarter, up from their prior forecast of $2.79. 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 FY2025 earnings at $11.41 EPS, Q1 2026 earnings at $2.91 EPS and Q1 2027 earnings at $3.33 EPS.

UNP has been the subject of a number of other research reports. Jefferies Financial Group upgraded Union Pacific from a "hold" rating to a "buy" rating and raised their target price for the stock from $250.00 to $285.00 in a research note on Friday. Morgan Stanley reduced their price objective on Union Pacific from $220.00 to $215.00 and set an "equal weight" rating for the company in a research note on Monday, July 7th. Stephens reduced their price objective on Union Pacific from $275.00 to $255.00 and set an "overweight" rating for the company in a research note on Monday, April 28th. Wells Fargo & Company lifted their price objective on Union Pacific from $250.00 to $260.00 and gave the company an "overweight" rating in a research note on Friday. Finally, Raymond James Financial reiterated a "strong-buy" rating on shares of Union Pacific in a research note on Tuesday, July 15th. One analyst has rated the stock with a sell rating, nine have assigned a hold rating, sixteen have issued a buy rating and two have issued a strong buy rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $259.46.

Union Pacific Stock Up 2.5%

Shares of UNP traded up $5.70 during midday trading on Friday, hitting $230.44. 2,900,339 shares of the company's stock traded hands, compared to its average volume of 3,131,534. Union Pacific has a 1 year low of $204.66 and a 1 year high of $258.07. The firm's fifty day moving average is $227.17 and its 200-day moving average is $231.02. The company has a current ratio of 0.65, a quick ratio of 0.53 and a debt-to-equity ratio of 1.86. The stock has a market capitalization of $137.68 billion, a price-to-earnings ratio of 19.99, a price-to-earnings-growth ratio of 2.24 and a beta of 1.05.

Union Pacific (NYSE:UNP - Get Free Report) last issued its quarterly earnings data on Thursday, July 24th. The railroad operator reported $3.03 EPS for the quarter, beating the consensus estimate of $2.84 by $0.19. Union Pacific had a return on equity of 41.73% and a net margin of 28.43%. The firm had revenue of $6.15 billion during the quarter, compared to analyst estimates of $6.09 billion. During the same quarter in the prior year, the business posted $2.74 EPS. The business's revenue for the quarter was up 2.4% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in UNP. Verdence Capital Advisors LLC raised its position in Union Pacific by 0.5% in the second quarter. Verdence Capital Advisors LLC now owns 13,084 shares of the railroad operator's stock valued at $3,010,000 after purchasing an additional 59 shares during the period. Envestnet Portfolio Solutions Inc. raised its position in Union Pacific by 10.6% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 93,337 shares of the railroad operator's stock valued at $21,475,000 after purchasing an additional 8,925 shares during the period. Sequoia Financial Advisors LLC raised its position in Union Pacific by 2.0% in the second quarter. Sequoia Financial Advisors LLC now owns 63,710 shares of the railroad operator's stock valued at $14,658,000 after purchasing an additional 1,219 shares during the period. Vest Financial LLC raised its position in Union Pacific by 39.3% in the second quarter. Vest Financial LLC now owns 9,738 shares of the railroad operator's stock valued at $2,241,000 after purchasing an additional 2,746 shares during the period. Finally, St. Louis Trust Co raised its position in Union Pacific by 37.2% in the second quarter. St. Louis Trust Co now owns 16,584 shares of the railroad operator's stock valued at $3,816,000 after purchasing an additional 4,500 shares during the period. 80.38% of the stock is currently owned by institutional investors and hedge funds.

Union Pacific Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 30th. Investors of record on Friday, August 29th will be issued a $1.38 dividend. The ex-dividend date of this dividend is Friday, August 29th. This is a boost from Union Pacific's previous quarterly dividend of $1.34. This represents a $5.52 dividend on an annualized basis and a yield of 2.40%. Union Pacific's dividend payout ratio is currently 46.57%.

About Union Pacific

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.