Zacks Research Raises Earnings Estimates for Union Pacific

Union Pacific Co. (NYSE:UNP) – Equities researchers at Zacks Research lifted their Q3 2025 earnings per share estimates for shares of Union Pacific in a note issued to investors on Tuesday, November 26th. 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 $2.76. The consensus estimate for Union Pacific’s current full-year earnings is $10.94 per share. Zacks Research also issued estimates for Union Pacific’s FY2025 earnings at $11.73 EPS, Q1 2026 earnings at $3.06 EPS, Q2 2026 earnings at $3.15 EPS, Q3 2026 earnings at $3.07 EPS and FY2026 earnings at $11.99 EPS.

Several other analysts also recently issued reports on the stock. TD Cowen reduced their price target on shares of Union Pacific from $255.00 to $252.00 and set a “buy” rating on the stock in a report on Friday, October 25th. Daiwa America lowered Union Pacific from a “moderate buy” rating to a “hold” rating in a research note on Wednesday, September 4th. Wells Fargo & Company dropped their price target on Union Pacific from $270.00 to $255.00 and set an “overweight” rating for the company in a research report on Friday, October 25th. StockNews.com cut Union Pacific from a “buy” rating to a “hold” rating in a report on Tuesday, October 1st. Finally, Sanford C. Bernstein decreased their price objective on Union Pacific from $277.00 to $272.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 9th. Nine equities research analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, Union Pacific has an average rating of “Moderate Buy” and a consensus target price of $259.80.

Union Pacific Price Performance

Shares of NYSE UNP opened at $245.23 on Thursday. The company has a current ratio of 0.77, a quick ratio of 0.63 and a debt-to-equity ratio of 1.79. The company’s 50-day moving average price is $240.13 and its 200 day moving average price is $238.56. Union Pacific has a 52 week low of $218.55 and a 52 week high of $258.66. The stock has a market cap of $148.67 billion, a price-to-earnings ratio of 22.52, a PEG ratio of 2.47 and a beta of 1.06.

Union Pacific (NYSE:UNP) last posted its earnings results on Thursday, October 24th. The railroad operator reported $2.75 earnings per share for the quarter, missing the consensus estimate of $2.78 by ($0.03). The firm had revenue of $6.09 billion during the quarter, compared to analyst estimates of $6.14 billion. Union Pacific had a net margin of 27.33% and a return on equity of 41.79%. The firm’s revenue for the quarter was up 2.5% on a year-over-year basis. During the same period last year, the company posted $2.51 EPS.

Hedge Funds Weigh In On Union Pacific

Large investors have recently modified their holdings of the company. LRI Investments LLC purchased a new stake in Union Pacific during the 1st quarter worth $190,000. Swedbank AB purchased a new stake in shares of Union Pacific in the first quarter worth about $36,938,000. First City Capital Management Inc. grew its stake in shares of Union Pacific by 12.9% in the first quarter. First City Capital Management Inc. now owns 1,804 shares of the railroad operator’s stock valued at $444,000 after buying an additional 206 shares in the last quarter. Raelipskie Partnership acquired a new position in Union Pacific during the 1st quarter worth approximately $878,000. Finally, PGGM Investments purchased a new position in Union Pacific in the 1st quarter worth approximately $164,000. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Union Pacific Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, December 30th. Shareholders of record on Monday, December 9th will be given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.19%. Union Pacific’s dividend payout ratio (DPR) is presently 49.22%.

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.