Union Pacific (NYSE:UNP – Get Free Report) had its price target boosted by stock analysts at Benchmark from $275.00 to $300.00 in a research note issued on Friday,Benzinga reports. The firm presently has a “buy” rating on the railroad operator’s stock. Benchmark’s target price suggests a potential upside of 11.44% from the company’s current price.
Several other equities analysts have also commented on UNP. Robert W. Baird set a $311.00 price objective on Union Pacific and gave the company an “outperform” rating in a research report on Friday, March 6th. Sanford C. Bernstein raised their price objective on Union Pacific from $289.00 to $293.00 and gave the company an “outperform” rating in a research report on Tuesday, March 31st. Susquehanna reissued a “buy” rating on shares of Union Pacific in a research report on Monday, January 19th. Weiss Ratings raised Union Pacific from a “buy (b-)” rating to a “buy (b)” rating in a research report on Tuesday. Finally, Citigroup raised their price objective on Union Pacific from $270.00 to $285.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $278.38.
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Union Pacific Stock Performance
Union Pacific (NYSE:UNP – Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The railroad operator reported $2.93 EPS for the quarter, beating the consensus estimate of $2.86 by $0.07. The business had revenue of $6.22 billion during the quarter, compared to analyst estimates of $6.12 billion. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The company’s revenue for the quarter was up 3.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.70 earnings per share. As a group, research analysts expect that Union Pacific will post 12.44 earnings per share for the current year.
Insider Buying and Selling
In related news, EVP Eric J. Gehringer sold 1,999 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $234.93, for a total value of $469,625.07. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.22% of the company’s stock.
Institutional Inflows and Outflows
Large investors have recently added to or reduced their stakes in the business. Tucker Asset Management LLC purchased a new position in Union Pacific in the 4th quarter worth approximately $25,000. SWAN Capital LLC lifted its holdings in Union Pacific by 2,575.0% in the 4th quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock worth $25,000 after purchasing an additional 103 shares in the last quarter. Rachor Investment Advisory Services LLC purchased a new position in Union Pacific in the 4th quarter worth approximately $25,000. Caitlin John LLC purchased a new position in Union Pacific in the 3rd quarter worth approximately $27,000. Finally, Saranac Partners Ltd purchased a new stake in shares of Union Pacific during the 3rd quarter worth approximately $27,000. 80.38% of the stock is owned by hedge funds and other institutional investors.
Trending Headlines about Union Pacific
Here are the key news stories impacting Union Pacific this week:
- Positive Sentiment: Q1 results beat and guidance reaffirmed — UNP reported upside to consensus (adjusted EPS $2.93, revenue ~$6.22B) and reiterated its full‑year outlook, with management highlighting efficiency gains and record net income that support near‑term earnings visibility. Business Wire: Q1 Results
- Positive Sentiment: Analysts lifting targets and ratings — Multiple firms raised price targets or reiterated buy/neutral views after the upbeat quarter, signaling Wall Street is repricing UNP higher on execution and pricing power. Benzinga: Analyst Note
- Positive Sentiment: Merger optionality resurfacing — Management said a revised regulatory filing for the proposed Norfolk Southern acquisition is imminent, keeping upside from potential synergies and deal progress in play. That comment has supported optimistic positioning. QuiverQuant: Deal Progress
- Positive Sentiment: Momentum drove a 52‑week high — The combination of the beat, guidance affirmation and deal commentary pushed UNP to fresh highs earlier this week, reflecting strong sentiment among growth/value investors. American Banking News: 12‑Month High
- Neutral Sentiment: Earnings call/transcripts available — The full Q1 call and transcripts provide detail on freight mix, pricing, merger prep and cost items for investors doing due diligence. Yahoo Finance: Earnings Highlights
- Negative Sentiment: Fuel costs threaten margins — Management warned that higher fuel prices will pressure margins, a near‑term headwind that could erode some of the beat if fuel/operating costs accelerate. MSN: Fuel Headwind
- Negative Sentiment: Regulatory and execution risks on the merger remain — The STB previously found the initial filing incomplete and merger‑related costs hit results; regulatory timing and potential additional remediation remain material risks that can re‑rate the stock if progress stalls. QuiverQuant: Regulatory Update
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.
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