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Analyst Expectations For Union Pacific's Future

Benzinga·01/28/2026 22:00:26
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During the last three months, 6 analysts shared their evaluations of Union Pacific (NYSE:UNP), revealing diverse outlooks from bullish to bearish.

The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 1 1 4 0 0
Last 30D 1 0 1 0 0
1M Ago 0 0 2 0 0
2M Ago 0 1 1 0 0
3M Ago 0 0 0 0 0

Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $265.0, a high estimate of $285.00, and a low estimate of $245.00. A 1.49% drop is evident in the current average compared to the previous average price target of $269.00.

price target chart

Interpreting Analyst Ratings: A Closer Look

The standing of Union Pacific among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Brian Ossenbeck JP Morgan Lowers Neutral $265.00 $270.00
Ariel Rosa Citigroup Raises Buy $270.00 $265.00
Brian Ossenbeck JP Morgan Raises Neutral $270.00 $267.00
Fadi Chamoun BMO Capital Lowers Market Perform $255.00 $270.00
Brandon Oglenski Barclays Raises Overweight $285.00 $270.00
Amit Mehrotra Deutsche Bank Lowers Hold $245.00 $272.00

Key Insights:

  • Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Union Pacific. This information offers a snapshot of how analysts perceive the current state of the company.
  • Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Union Pacific compared to the broader market.
  • Price Targets: Gaining insights, analysts provide estimates for the future value of Union Pacific's stock. This comparison reveals trends in analysts' expectations over time.

To gain a panoramic view of Union Pacific's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.

Stay up to date on Union Pacific analyst ratings.

Unveiling the Story Behind Union Pacific

Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two-thirds of the US, Union Pacific generated $24 billion of revenue in 2024 by hauling coal, industrial products, intermodal containers, agricultural goods, chemicals, fertilizers, and automotive goods. Union Pacific owns about one-fourth of Mexican railroad Ferromex and historically derives roughly 10% of its revenue hauling freight to and from Mexico.

Union Pacific: A Financial Overview

Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.

Positive Revenue Trend: Examining Union Pacific's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 2.51% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.

Net Margin: Union Pacific's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 28.64% net margin, the company effectively manages costs and achieves strong profitability.

Return on Equity (ROE): Union Pacific's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 10.65%, the company showcases efficient use of equity capital and strong financial health.

Return on Assets (ROA): Union Pacific's ROA stands out, surpassing industry averages. With an impressive ROA of 2.61%, the company demonstrates effective utilization of assets and strong financial performance.

Debt Management: Union Pacific's debt-to-equity ratio is below the industry average. With a ratio of 1.9, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.

The Core of Analyst Ratings: What Every Investor Should Know

Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter.

In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.

This article was generated by Benzinga's automated content engine and reviewed by an editor.