Union Pacific (NYSE:UNP) Rating Increased to Outperform at Evercore

Evercore upgraded shares of Union Pacific (NYSE:UNP) from an in-line rating to an outperform rating in a research report sent to investors on Thursday morning, Marketbeat Ratings reports. Evercore currently has $262.00 target price on the railroad operator’s stock.

Other research analysts have also issued reports about the stock. Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a research note on Monday, January 19th. Deutsche Bank Aktiengesellschaft set a $245.00 target price on Union Pacific in a report on Thursday, December 11th. TD Cowen decreased their target price on Union Pacific from $257.00 to $255.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Weiss Ratings raised Union Pacific from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, February 6th. Finally, Citigroup reiterated a “buy” rating and set a $270.00 price target (up from $265.00) on shares of Union Pacific in a research report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $264.86.

Union Pacific Price Performance

Shares of NYSE UNP opened at $234.30 on Thursday. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.75 and a current ratio of 0.91. The firm has a fifty day moving average of $247.17 and a 200 day moving average of $234.19. The firm has a market cap of $139.03 billion, a PE ratio of 19.57, a PEG ratio of 2.58 and a beta of 0.95. Union Pacific has a one year low of $204.66 and a one year high of $268.14.

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

Union Pacific Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, February 27th will be issued a $1.38 dividend. The ex-dividend date is Friday, February 27th. This represents a $5.52 dividend on an annualized basis and a yield of 2.4%. Union Pacific’s dividend payout ratio is presently 46.12%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Acadian Asset Management LLC increased its holdings in shares of Union Pacific by 40.4% in the first quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock valued at $546,000 after purchasing an additional 665 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in Union Pacific by 0.5% during the second quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock worth $4,741,000 after buying an additional 102 shares during the last quarter. PKS Advisory Services LLC boosted its stake in Union Pacific by 64.5% during the second quarter. PKS Advisory Services LLC now owns 1,579 shares of the railroad operator’s stock worth $364,000 after buying an additional 619 shares during the last quarter. EFG Asset Management Americas Corp. grew its holdings in Union Pacific by 6.2% in the 2nd quarter. EFG Asset Management Americas Corp. now owns 30,882 shares of the railroad operator’s stock valued at $7,105,000 after buying an additional 1,810 shares in the last quarter. Finally, Howe & Rusling Inc. grew its holdings in Union Pacific by 0.4% in the 2nd quarter. Howe & Rusling Inc. now owns 49,884 shares of the railroad operator’s stock valued at $11,477,000 after buying an additional 201 shares in the last quarter. 80.38% of the stock is currently owned by institutional investors and hedge funds.

Key Union Pacific News

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

• Positive Sentiment: Evercore upgraded UNP from “in-line” to “outperform” and set a $262 price target, signaling analyst confidence and providing upside support for the stock. Finviz: Evercore Upgrade
• Positive Sentiment: Recent articles highlight UNP as an attractive dividend stock — reinforcing income-oriented demand for the shares given the firm’s payout profile and cash-generation history. Why Union Pacific (UNP) is a Great Dividend Stock Right Now
• Neutral Sentiment: Wall Street analyst coverage is active (roundups and calls on UNP), which keeps the stock in focus but so far provides mixed incremental impact. Sandisk, Union Pacific, Five Below: Top Analyst Calls
• Neutral Sentiment: UNP presented at the JPMorgan Industrials Conference (transcript available); investor events can clarify strategy but haven’t materially shifted consensus yet. Union Pacific Presents at JPMorgan Industrials Conference 2026 — Transcript
• Negative Sentiment: Zacks flagged volume pressure at Union Pacific, which directly pressures near-term revenue and earnings growth — a primary reason investors are cautious. The Zacks Analyst Blog Highlights Merck, TotalEnergies and Union Pacific
• Negative Sentiment: The Surface Transportation Board has requested additional, detailed information on the proposed UP–NS transcontinental merger, adding regulatory uncertainty and the potential for delays or conditions that could weigh on strategic upside. Regulator wants additional, detailed information on UP-NS rail merger

Union Pacific Company Profile

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.