Q3 EPS Estimates for Union Pacific Lifted by Zacks Research

Key Points

• Zacks Research has raised its Q3 2025 earnings per share estimate for Union Pacific from $2.95 to $3.02, indicating stronger earnings ahead.
• Union Pacific recently increased its quarterly dividend to $1.38 per share, reflecting a 2.5% annualized yield and a dividend payout ratio of 46.57%.
• Analysts have mixed views on Union Pacific, with ratings ranging from one sell to fourteen buy ratings, resulting in an average rating of "Moderate Buy."

Union Pacific Corporation (NYSE:UNP - Free Report) - Stock analysts at Zacks Research lifted their Q3 2025 earnings estimates for Union Pacific in a report issued on Wednesday, August 13th. Zacks Research analyst R. Department now anticipates that the railroad operator will earn $3.02 per share for the quarter, up from their prior forecast of $2.95. 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 $3.13 EPS, FY2025 earnings at $11.87 EPS, Q1 2026 earnings at $3.00 EPS, Q2 2026 earnings at $3.28 EPS, Q3 2026 earnings at $3.44 EPS, Q4 2026 earnings at $3.24 EPS, FY2026 earnings at $12.96 EPS and Q2 2027 earnings at $3.54 EPS.

Union Pacific (NYSE:UNP - Get Free Report) last issued its earnings results on Thursday, July 24th. The railroad operator reported $3.03 earnings per share for the quarter, topping analysts' consensus estimates of $2.84 by $0.19. Union Pacific had a net margin of 28.43% and a return on equity of 41.73%. 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 earned $2.74 earnings per share. Union Pacific's revenue for the quarter was up 2.4% on a year-over-year basis.

Other equities analysts have also issued research reports about the stock. Evercore ISI dropped their target price on shares of Union Pacific from $244.00 to $238.00 and set an "in-line" rating for the company in a research report on Friday, July 25th. Royal Bank Of Canada upped their target price on shares of Union Pacific from $257.00 to $276.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 30th. The Goldman Sachs Group reiterated a "neutral" rating and set a $263.00 price objective on shares of Union Pacific in a research report on Monday, June 2nd. Susquehanna lowered their price objective on shares of Union Pacific from $260.00 to $257.00 and set a "positive" rating for the company in a research report on Wednesday, July 30th. Finally, Barclays lowered shares of Union Pacific from an "overweight" rating to an "equal weight" rating in a research report on Wednesday, July 30th. One analyst has rated the stock with a sell rating, twelve have assigned a hold rating, fourteen have issued a buy rating and one has issued a strong buy rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $258.21.

Union Pacific Price Performance

Shares of NYSE:UNP traded down $0.97 during midday trading on Thursday, reaching $220.55. 3,739,243 shares of the company were exchanged, compared to its average volume of 5,544,143. 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 business's fifty day moving average is $227.06 and its two-hundred day moving average is $229.43. Union Pacific has a one year low of $204.66 and a one year high of $258.07. The stock has a market cap of $130.79 billion, a PE ratio of 19.16, a price-to-earnings-growth ratio of 2.14 and a beta of 1.05.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Highline Wealth Partners LLC boosted its holdings in shares of Union Pacific by 103.5% in the 1st quarter. Highline Wealth Partners LLC now owns 116 shares of the railroad operator's stock valued at $27,000 after buying an additional 59 shares in the last quarter. CBIZ Investment Advisory Services LLC boosted its holdings in shares of Union Pacific by 1,400.0% in the 1st quarter. CBIZ Investment Advisory Services LLC now owns 120 shares of the railroad operator's stock valued at $28,000 after buying an additional 112 shares in the last quarter. Howard Hughes Medical Institute bought a new stake in shares of Union Pacific in the 2nd quarter valued at about $30,000. Financial Gravity Companies Inc. bought a new stake in shares of Union Pacific in the 2nd quarter valued at about $31,000. Finally, Financial Gravity Asset Management Inc. bought a new stake in shares of Union Pacific in the 1st quarter valued at about $32,000. Hedge funds and other institutional investors own 80.38% of the company's stock.

Union Pacific Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 30th. Shareholders of record on Friday, August 29th will be given a dividend of $1.38 per share. This is a positive change from Union Pacific's previous quarterly dividend of $1.34. The ex-dividend date of this dividend is Friday, August 29th. This represents a $5.52 dividend on an annualized basis and a yield of 2.5%. Union Pacific's payout ratio is 46.57%.

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.