Union Pacific (NYSE:UNP) Stock Price Expected to Rise, TD Cowen Analyst Says

Union Pacific (NYSE:UNP) had its price target increased by equities researchers at TD Cowen from $256.00 to $282.00 in a research note issued to investors on Friday, Marketbeat.com reports. The firm currently has a “buy” rating on the railroad operator’s stock. TD Cowen’s target price would suggest a potential upside of 4.75% from the company’s current price.

A number of other research firms also recently weighed in on UNP. Robert W. Baird set a $311.00 target price on shares of Union Pacific and gave the company an “outperform” rating in a research report on Friday, March 6th. BMO Capital Markets reissued a “market perform” rating and set a $295.00 target price on shares of Union Pacific in a research report on Thursday, February 19th. JPMorgan Chase & Co. reduced their target price on shares of Union Pacific from $270.00 to $265.00 and set a “neutral” rating for the company in a research report on Wednesday, January 28th. Benchmark reissued a “buy” rating and set a $275.00 target price (up from $260.00) on shares of Union Pacific in a research report on Friday, April 17th. Finally, Evercore raised shares of Union Pacific from an “in-line” rating to an “outperform” rating and set a $262.00 target price for the company in a research report on Thursday, March 19th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $278.38.

Union Pacific Trading Down 0.8%

Shares of UNP stock opened at $269.21 on Friday. Union Pacific has a 52-week low of $210.53 and a 52-week high of $274.79. The company has a debt-to-equity ratio of 1.53, a quick ratio of 0.75 and a current ratio of 0.92. The company has a 50-day simple moving average of $251.76 and a two-hundred day simple moving average of $238.33. The company has a market capitalization of $159.75 billion, a price-to-earnings ratio of 22.18, a PEG ratio of 3.00 and a beta of 0.96.

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

Insider Transactions at Union Pacific

In other Union Pacific news, EVP Eric J. Gehringer sold 1,999 shares of the stock in a transaction that occurred on Friday, March 20th. The shares were 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. 0.22% of the stock is owned by corporate insiders.

Institutional Trading of Union Pacific

Institutional investors and hedge funds have recently bought and sold shares of the company. Tucker Asset Management LLC purchased a new stake in Union Pacific in the 4th quarter worth approximately $25,000. SWAN Capital LLC lifted its stake 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 stake in Union Pacific in the 4th quarter worth approximately $25,000. Caitlin John LLC purchased a new stake in Union Pacific in the 3rd quarter worth approximately $27,000. Finally, Saranac Partners Ltd purchased a new stake in Union Pacific in the 3rd quarter worth approximately $27,000. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

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.