Research Analysts’ Recent Ratings Updates for Union Pacific (UNP)

A number of firms have modified their ratings and price targets on shares of Union Pacific (NYSE: UNP) recently:

• 4/11/2025 – Union Pacific had its price target lowered by analysts at Raymond James from $285.00 to $260.00. They now have a “strong-buy” rating on the stock.
• 4/9/2025 – Union Pacific had its price target lowered by analysts at Jefferies Financial Group Inc. from $255.00 to $230.00. They now have a “hold” rating on the stock.
• 4/8/2025 – Union Pacific was upgraded by analysts at Citigroup Inc. from a “neutral” rating to a “buy” rating. They now have a $244.00 price target on the stock, down previously from $260.00.
• 4/2/2025 – Union Pacific had its price target lowered by analysts at UBS Group AG from $255.00 to $245.00. They now have a “neutral” rating on the stock.
• 3/27/2025 – Union Pacific had its price target lowered by analysts at Wells Fargo & Company from $265.00 to $260.00. They now have an “overweight” rating on the stock.
• 3/27/2025 – Union Pacific had its price target lowered by analysts at Susquehanna from $265.00 to $255.00. They now have a “neutral” rating on the stock.
• 3/7/2025 – Union Pacific is now covered by analysts at Deutsche Bank Aktiengesellschaft. They set a “buy” rating and a $295.00 price target on the stock.

Union Pacific Stock Performance

NYSE:UNP traded down $0.89 during trading hours on Friday, hitting $218.43. 2,031,960 shares of the company were exchanged, compared to its average volume of 2,516,073. The company’s 50 day moving average price is $237.98 and its 200-day moving average price is $237.47. The stock has a market capitalization of $130.91 billion, a price-to-earnings ratio of 19.70, a PEG ratio of 2.15 and a beta of 1.06. Union Pacific Co. has a 52-week low of $204.66 and a 52-week high of $258.07. The company has a debt-to-equity ratio of 1.76, a current ratio of 0.77 and a quick ratio of 0.62.

Union Pacific (NYSE:UNP) last posted its quarterly earnings results on Thursday, January 23rd. The railroad operator reported $2.91 earnings per share for the quarter, beating the consensus estimate of $2.76 by $0.15. Union Pacific had a return on equity of 41.12% and a net margin of 27.82%. During the same quarter in the prior year, the firm posted $2.71 EPS. As a group, research analysts forecast that Union Pacific Co. will post 11.99 earnings per share for the current year.

Union Pacific Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 31st. Shareholders of record on Friday, February 28th were given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.45%. The ex-dividend date of this dividend was Friday, February 28th. Union Pacific’s dividend payout ratio is currently 48.33%.

Insider Activity

In related news, President Elizabeth F. Whited sold 7,500 shares of Union Pacific stock in a transaction dated Friday, January 24th. The stock was sold at an average price of $250.00, for a total value of $1,875,000.00. Following the completion of the transaction, the president now owns 64,960 shares in the company, valued at $16,240,000. The trade was a 10.35 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Craig V. Richardson sold 6,495 shares of the stock in a transaction that occurred on Monday, January 27th. The stock was sold at an average price of $252.00, for a total value of $1,636,740.00. Following the transaction, the executive vice president now owns 26,319 shares in the company, valued at $6,632,388. This represents a 19.79 % decrease in their position. The disclosure for this sale can be found here. Insiders own 0.28% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in UNP. Geode Capital Management LLC lifted its holdings in Union Pacific by 12.6% during the fourth quarter. Geode Capital Management LLC now owns 14,430,581 shares of the railroad operator’s stock valued at $3,282,305,000 after purchasing an additional 1,616,895 shares in the last quarter. Capital Research Global Investors lifted its stake in Union Pacific by 14.3% in the 4th quarter. Capital Research Global Investors now owns 10,395,364 shares of the railroad operator’s stock valued at $2,370,559,000 after buying an additional 1,298,178 shares in the last quarter. Norges Bank acquired a new stake in Union Pacific in the 4th quarter worth about $1,927,377,000. Franklin Resources Inc. increased its stake in Union Pacific by 5.0% during the 4th quarter. Franklin Resources Inc. now owns 7,686,387 shares of the railroad operator’s stock worth $1,752,804,000 after buying an additional 363,937 shares in the last quarter. Finally, Northern Trust Corp raised its holdings in shares of Union Pacific by 15.2% during the fourth quarter. Northern Trust Corp now owns 6,962,650 shares of the railroad operator’s stock valued at $1,587,763,000 after acquiring an additional 920,414 shares during the last quarter. 80.38% of the stock is owned by institutional investors and hedge funds.

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, renewable biofuel producers, and other agricultural users; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers.