Q1 2026 EPS Estimates for Union Pacific Co. Increased by Zacks Research (NYSE:UNP)

Union Pacific Co. (NYSE:UNP - Free Report) - Equities research analysts at Zacks Research lifted their Q1 2026 earnings per share estimates for shares of Union Pacific in a report released on Tuesday, July 16th. Zacks Research analyst M. Basu now anticipates that the railroad operator will earn $2.67 per share for the quarter, up from their prior forecast of $2.66. The consensus estimate for Union Pacific's current full-year earnings is $11.16 per share. Zacks Research also issued estimates for Union Pacific's FY2026 earnings at $10.92 EPS.

Union Pacific (NYSE:UNP - Get Free Report) last announced its quarterly earnings results on Thursday, April 25th. The railroad operator reported $2.69 EPS for the quarter, beating the consensus estimate of $2.50 by $0.19. Union Pacific had a net margin of 26.52% and a return on equity of 44.34%. The company had revenue of $6.03 billion for the quarter, compared to analyst estimates of $5.97 billion. During the same quarter last year, the business earned $2.67 earnings per share. Union Pacific's revenue was down .4% compared to the same quarter last year.

A number of other equities analysts have also issued reports on UNP. The Goldman Sachs Group increased their price target on Union Pacific from $248.00 to $274.00 and gave the company a "buy" rating in a research note on Thursday, April 11th. Wells Fargo & Company assumed coverage on shares of Union Pacific in a report on Friday, June 7th. They set an "overweight" rating and a $270.00 target price for the company. Sanford C. Bernstein dropped their price target on Union Pacific from $290.00 to $273.00 and set an "outperform" rating on the stock in a report on Monday, July 8th. Raymond James reiterated a "strong-buy" rating and set a $280.00 price objective (up previously from $275.00) on shares of Union Pacific in a research report on Friday, April 26th. Finally, Jefferies Financial Group assumed coverage on Union Pacific in a report on Monday, April 8th. They set a "hold" rating and a $250.00 target price for the company. Eight investment analysts have rated the stock with a hold rating, thirteen have given a buy rating and one has given a strong buy rating to the company's stock. Based on data from MarketBeat.com, Union Pacific currently has an average rating of "Moderate Buy" and a consensus target price of $258.54.

Union Pacific Stock Performance

Shares of NYSE:UNP traded down $0.88 on Thursday, hitting $243.01. The company's stock had a trading volume of 2,491,268 shares, compared to its average volume of 2,285,890. The company has a market capitalization of $148.27 billion, a price-to-earnings ratio of 23.27, a price-to-earnings-growth ratio of 2.08 and a beta of 1.06. The stock's 50-day moving average is $230.72 and its two-hundred day moving average is $239.06. Union Pacific has a 12 month low of $199.33 and a 12 month high of $258.66. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.76 and a current ratio of 0.93.

Institutional Investors Weigh In On Union Pacific

Several hedge funds and other institutional investors have recently made changes to their positions in UNP. Nordea Investment Management AB raised its stake in Union Pacific by 46.9% during the 4th quarter. Nordea Investment Management AB now owns 87,905 shares of the railroad operator's stock valued at $21,596,000 after purchasing an additional 28,052 shares during the last quarter. DMC Group LLC acquired a new stake in Union Pacific during the fourth quarter worth about $217,000. BKM Wealth Management LLC bought a new position in Union Pacific during the fourth quarter valued at about $273,000. Naples Global Advisors LLC raised its holdings in Union Pacific by 2.7% in the 4th quarter. Naples Global Advisors LLC now owns 9,782 shares of the railroad operator's stock valued at $2,403,000 after acquiring an additional 255 shares in the last quarter. Finally, West Coast Financial LLC acquired a new stake in shares of Union Pacific during the 4th quarter worth approximately $279,000. 80.38% of the stock is owned by institutional investors and hedge funds.

Union Pacific Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, September 30th. Investors of record on Friday, August 30th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.21%. The ex-dividend date is Friday, August 30th. This is an increase from Union Pacific's previous quarterly dividend of $1.30. Union Pacific's dividend payout ratio (DPR) is 49.62%.

Union Pacific Company Profile

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.