Zacks Research Raises Earnings Estimates for Union Pacific

Union Pacific Co. (NYSE:UNP) – Zacks Research lifted their Q3 2025 EPS estimates for shares of Union Pacific in a report issued on Tuesday, November 26th. Zacks Research analyst R. Department now expects that the railroad operator will post earnings of $2.81 per share for the quarter, up from their prior estimate 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.

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

A number of other analysts have also recently commented on the stock. Susquehanna dropped their target price on shares of Union Pacific from $260.00 to $255.00 and set a “neutral” rating on the stock in a report on Friday, October 25th. Raymond James upped their price objective on shares of Union Pacific from $265.00 to $275.00 and gave the stock a “strong-buy” rating in a report on Monday, October 14th. StockNews.com lowered shares of Union Pacific from a “buy” rating to a “hold” rating in a report on Tuesday, October 1st. Royal Bank of Canada cut their price target on Union Pacific from $288.00 to $283.00 and set an “outperform” rating on the stock in a research note on Friday, October 25th. Finally, Sanford C. Bernstein lowered their price objective on Union Pacific from $277.00 to $272.00 and set an “outperform” rating for the company in a research note on Wednesday, October 9th. Nine research analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has assigned a strong buy rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $259.80.

Union Pacific Price Performance

Shares of UNP stock opened at $245.23 on Thursday. The business’s fifty day moving average is $240.19 and its 200 day moving average is $238.51. The company has a quick ratio of 0.63, a current ratio of 0.77 and a debt-to-equity ratio of 1.79. 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 has a twelve month low of $218.55 and a twelve month high of $258.66.

Union Pacific Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, December 30th. Shareholders of record on Monday, December 9th will be given a $1.34 dividend. 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%.

Institutional Investors Weigh In On Union Pacific

A number of hedge funds have recently added to or reduced their stakes in the stock. Strategic Investment Solutions Inc. IL bought a new stake in shares of Union Pacific in the second quarter worth $28,000. Cultivar Capital Inc. purchased a new position in Union Pacific in the second quarter worth about $27,000. Catalyst Capital Advisors LLC bought a new stake in shares of Union Pacific during the 3rd quarter valued at about $30,000. Jamison Private Wealth Management Inc. increased its position in shares of Union Pacific by 265.7% during the 3rd quarter. Jamison Private Wealth Management Inc. now owns 128 shares of the railroad operator’s stock valued at $32,000 after purchasing an additional 93 shares during the last quarter. Finally, Fairscale Capital LLC bought a new position in shares of Union Pacific in the 2nd quarter worth approximately $31,000. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

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.