JPMorgan Chase & Co. Lowers Union Pacific (NYSE:UNP) Price Target to $265.00

Union Pacific (NYSE:UNP) had its price objective cut by stock analysts at JPMorgan Chase & Co. from $270.00 to $265.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has a “neutral” rating on the railroad operator’s stock. JPMorgan Chase & Co.‘s price objective would indicate a potential upside of 13.49% from the company’s previous close.

A number of other research analysts have also issued reports on the company. BMO Capital Markets set a $255.00 target price on Union Pacific in a report on Wednesday, January 7th. TD Cowen cut their price target on shares of Union Pacific from $257.00 to $255.00 and set a “buy” rating for the company in a report on Wednesday. Royal Bank Of Canada set a $280.00 price objective on shares of Union Pacific in a research note on Thursday, December 18th. Citigroup reiterated a “buy” rating and issued a $270.00 target price (up from $265.00) on shares of Union Pacific in a report on Wednesday. Finally, UBS Group set a $253.00 target price on shares of Union Pacific and gave the stock a “neutral” rating in a report on Friday, October 3rd. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $258.32.

Union Pacific Price Performance

Shares of NYSE:UNP opened at $233.51 on Wednesday. Union Pacific has a 12 month low of $204.66 and a 12 month high of $253.20. The stock has a market cap of $138.51 billion, a price-to-earnings ratio of 19.51, a PEG ratio of 2.62 and a beta of 0.99. The stock’s 50 day moving average price is $232.04 and its 200 day moving average price is $226.80. The company has a debt-to-equity ratio of 1.64, a current ratio of 0.91 and a quick ratio of 0.60.

Union Pacific (NYSE:UNP) last issued its quarterly earnings results on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share (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 for the quarter, compared to the consensus estimate of $6.15 billion. During the same period in the previous year, the business posted $2.91 earnings per share. The business’s revenue for the quarter was down .6% compared to the same quarter last year. Equities research analysts anticipate that Union Pacific will post 11.99 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Union Pacific

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Stephens Consulting LLC grew its holdings in shares of Union Pacific by 48.4% during the fourth quarter. Stephens Consulting LLC now owns 135 shares of the railroad operator’s stock valued at $31,000 after buying an additional 44 shares in the last quarter. Howard Capital Management Group LLC boosted its position in Union Pacific by 2.0% during the 3rd quarter. Howard Capital Management Group LLC now owns 2,252 shares of the railroad operator’s stock worth $532,000 after acquiring an additional 45 shares during the period. Prestige Wealth Management Group LLC grew its stake in Union Pacific by 1.4% during the 3rd quarter. Prestige Wealth Management Group LLC now owns 3,186 shares of the railroad operator’s stock valued at $753,000 after acquiring an additional 45 shares in the last quarter. U.S. Capital Wealth Advisors LLC increased its holdings in shares of Union Pacific by 0.9% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 4,988 shares of the railroad operator’s stock valued at $1,154,000 after purchasing an additional 45 shares during the period. Finally, Keebeck Wealth Management lifted its position in shares of Union Pacific by 1.7% in the third quarter. Keebeck Wealth Management now owns 2,691 shares of the railroad operator’s stock worth $636,000 after purchasing an additional 45 shares in the last quarter. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Union Pacific

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

• Positive Sentiment: RBC Capital initiated/issued a Buy on UNP, adding near‑term analyst support that can lift investor demand. Union Pacific (UNP) Gets a Buy from RBC Capital
• Positive Sentiment: Stephens also put a Buy on UNP, reinforcing the positive analyst flow that helps explain upward price pressure. Union Pacific (UNP) Receives a Buy from Stephens
• Positive Sentiment: TD Cowen reiterated a Buy on UNP (PT ~$255), providing additional dealer-level conviction despite a small PT trim. Union Pacific: Solid Execution, Regulatory Readiness, and Commodity Tailwinds Support Buy Rating
• Positive Sentiment: Dividend strengths are being highlighted by coverage arguing UNP is an attractive income stock, which can support demand from yield‑focused investors. This is Why Union Pacific (UNP) is a Great Dividend Stock
• Neutral Sentiment: JPMorgan trimmed its price target to $265 and moved to Neutral — a modest downgrade in upside expectation that still leaves room above current levels but tempers enthusiasm. Benzinga
• Neutral Sentiment: BMO kept a Market Perform (Hold) stance, citing solid execution but macro and regulatory uncertainty — a reminder that tailwinds are offset by risk. Union Pacific: Solid Execution and Free Cash Flow Offset by Macro and Regulatory Uncertainty
• Neutral Sentiment: Earnings call coverage shows record net income in Q4 but revenue and margins faced pressure — this explains why investors are cautious even as the headline profit number supports the stock. Union Pacific Corp (UNP) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Deep-dive reporting flags margin pressures and merger/regulatory uncertainty as defining issues for the quarter — items that could cap upside or increase volatility. UNP Q4 deep dive: Margin pressures and merger uncertainty define the quarter

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.