Union Pacific (NYSE:UNP) Price Target Cut to $255.00 by Analysts at TD Cowen

Union Pacific (NYSE:UNP) had its price objective cut by TD Cowen from $257.00 to $255.00 in a research report released on Wednesday morning, MarketBeat reports. They currently have a buy rating on the railroad operator’s stock.

UNP has been the topic of a number of other reports. Barclays restated an “overweight” rating and issued a $285.00 price target (up from $270.00) on shares of Union Pacific in a research note on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft set a $245.00 target price on Union Pacific in a research note on Thursday, December 11th. JPMorgan Chase & Co. increased their price target on shares of Union Pacific from $267.00 to $270.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Weiss Ratings restated a “hold (c+)” rating on shares of Union Pacific in a research report on Wednesday, January 21st. Finally, Citigroup set a $264.00 target price on shares of Union Pacific and gave the company a “buy” rating in a report on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat.com, Union Pacific currently has a consensus rating of “Moderate Buy” and an average price target of $258.32.

Union Pacific Stock Down 2.0%

Shares of NYSE:UNP opened at $227.89 on Wednesday. Union Pacific has a fifty-two week low of $204.66 and a fifty-two week high of $253.20. The firm’s 50 day moving average price is $231.79 and its 200 day moving average price is $226.75. The company has a quick ratio of 0.60, a current ratio of 0.91 and a debt-to-equity ratio of 1.64. The stock has a market cap of $135.18 billion, a price-to-earnings ratio of 19.36, a price-to-earnings-growth ratio of 2.68 and a beta of 0.99.

Union Pacific (NYSE:UNP) last announced its quarterly earnings data on Tuesday, January 27th. The railroad operator reported $2.86 EPS for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. The firm had revenue of $6.09 billion during the quarter, compared to analysts’ expectations of $6.15 billion. During the same period in the prior year, the company posted $2.91 earnings per share. The company’s revenue for the quarter was down .6% on a year-over-year basis. As a group, equities research analysts predict that Union Pacific will post 11.99 earnings per share for the current fiscal year.

Union Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 30th. Investors of record on Friday, December 5th were paid a $1.38 dividend. The ex-dividend date was Friday, December 5th. This represents a $5.52 dividend on an annualized basis and a dividend yield of 2.4%. Union Pacific’s payout ratio is 46.90%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. Caitlin John LLC purchased a new position in shares of Union Pacific in the 3rd quarter valued at about $27,000. Saranac Partners Ltd acquired a new position in Union Pacific during the third quarter worth about $27,000. Howard Hughes Medical Institute purchased a new position in Union Pacific in the second quarter valued at about $30,000. Total Investment Management Inc. purchased a new position in Union Pacific in the second quarter valued at about $31,000. Finally, Financial Gravity Companies Inc. acquired a new stake in shares of Union Pacific during the 2nd quarter valued at approximately $31,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Key Union Pacific News

Here are the key news stories impacting Union Pacific this week:

• Positive Sentiment: Company highlighted record results for the year and said safety, service and operating results improved — management called 2025 a record year, which supports confidence in long-term earnings power. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Some analysts keep bullish stances or constructive outlooks (TD Cowen reiterated a Buy with a $255 PT), signaling continued analyst support and upside potential versus current levels. TD Cowen reiterates Buy
• Neutral Sentiment: Dividend profile: analysts and outlets are highlighting UNP as an attractive dividend stock, which may support steady investor demand even amid near-term swings. This is Why Union Pacific is a Great Dividend Stock
• Neutral Sentiment: Earnings were mixed across reports and metrics: revenue was slightly down year-over-year and results were reported as marginally missing some consensus figures, while other summaries show EPS strength depending on adjustments — leaving interpretation dependent on which metrics investors prioritize. Q4 Earnings & Revenues Lag Estimates
• Negative Sentiment: JPMorgan trimmed its price target from $270 to $265 and moved to a Neutral rating — a clear signal of reduced conviction from a major house and a direct driver of selling pressure. JPMorgan Lowers Price Target
• Negative Sentiment: Operational and volume headwinds: reports note worsening operating ratio, softer volumes, and weaker cash from operations alongside higher capital spending — these factors raise concern about near-term margin and free-cash-flow trajectories. Quarterly Profit Rises Amid Volume Headwinds

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.