Union Pacific (NYSE:UNP) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Union Pacific (NYSE:UNP) had its price target hoisted by analysts at JPMorgan Chase & Co. from $267.00 to $275.00 in a report released on Friday,Benzinga reports. The firm presently has a “neutral” rating on the railroad operator’s stock. JPMorgan Chase & Co.‘s price objective would suggest a potential upside of 2.15% from the company’s current price.

UNP has been the subject of a number of other research reports. BMO Capital Markets reissued a “market perform” rating and set a $285.00 price target (up from $278.00) on shares of Union Pacific in a research report on Friday. Benchmark boosted their price target on Union Pacific from $275.00 to $300.00 and gave the company a “buy” rating in a research report on Friday. Evercore reissued an “outperform” rating and set a $277.00 price target on shares of Union Pacific in a research report on Friday. The Goldman Sachs Group reissued a “neutral” rating and set a $267.00 price target on shares of Union Pacific in a research report on Tuesday, January 27th. Finally, Barclays reaffirmed an “overweight” rating and issued a $315.00 target price (up from $285.00) on shares of Union Pacific in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $278.38.

Union Pacific Price Performance

UNP stock opened at $269.21 on Friday. The stock has a 50-day moving average price of $251.76 and a two-hundred day moving average price of $238.33. Union Pacific has a 12-month low of $210.53 and a 12-month high of $274.79. The company has a current ratio of 0.92, a quick ratio of 0.75 and a debt-to-equity ratio of 1.53. The company has a market cap of $159.75 billion, a PE ratio of 22.18, a price-to-earnings-growth ratio of 3.00 and a beta of 0.96.

Union Pacific (NYSE:UNP) last posted its quarterly earnings results on Thursday, April 23rd. The railroad operator reported $2.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.86 by $0.07. Union Pacific had a return on equity of 39.58% and a net margin of 29.20%.The firm had revenue of $6.22 billion during the quarter, compared to the consensus estimate of $6.12 billion. During the same quarter in the previous year, the business earned $2.70 earnings per share. The firm’s quarterly revenue was up 3.2% compared to the same quarter last year. As a group, research analysts predict that Union Pacific will post 12.44 EPS for the current year.

Insider Buying and Selling

In related news, EVP Eric J. Gehringer sold 1,999 shares of the stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $234.93, for a total value of $469,625.07. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.22% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. Rachor Investment Advisory Services LLC purchased a new position in Union Pacific in the fourth quarter valued at about $25,000. Tucker Asset Management LLC purchased a new position in Union Pacific in the fourth quarter valued at about $25,000. SWAN Capital LLC boosted its holdings in Union Pacific by 2,575.0% in the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after purchasing an additional 103 shares during the last quarter. High Point Wealth Management LLC purchased a new position in Union Pacific in the fourth quarter valued at about $26,000. Finally, Caitlin John LLC purchased a new position in Union Pacific in the third quarter valued at about $27,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Union Pacific News Summary

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

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.