JPMorgan Chase & Co. Lowers Union Pacific (NYSE:UNP) Price Target to $265.00

Union Pacific (NYSE:UNP) had its target price cut by analysts at JPMorgan Chase & Co. from $270.00 to $265.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “neutral” rating on the railroad operator’s stock. JPMorgan Chase & Co.‘s price target suggests a potential upside of 16.28% from the company’s previous close.

UNP has been the topic of a number of other research reports. Raymond James Financial reiterated a “strong-buy” rating on shares of Union Pacific in a research report on Tuesday. Barclays reaffirmed an “overweight” rating and issued a $285.00 price target (up previously from $270.00) on shares of Union Pacific in a report on Tuesday, December 16th. TD Cowen cut their price objective on Union Pacific from $257.00 to $255.00 and set a “buy” rating for the company in a report on Wednesday. BMO Capital Markets set a $255.00 target price on shares of Union Pacific in a research note on Wednesday, January 7th. Finally, The Goldman Sachs Group reiterated a “neutral” rating and set a $267.00 target price on shares of Union Pacific in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, Union Pacific has an average rating of “Moderate Buy” and an average price target of $258.32.

Union Pacific Price Performance

UNP stock traded down $4.65 during mid-day trading on Wednesday, reaching $227.90. 3,183,794 shares of the company traded hands, compared to its average volume of 3,343,852. Union Pacific has a 52-week low of $204.66 and a 52-week high of $253.20. The company has a market capitalization of $135.18 billion, a P/E ratio of 19.37, a P/E/G ratio of 2.66 and a beta of 0.99. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.75 and a quick ratio of 0.60. The company has a fifty day moving average price of $231.66 and a 200-day moving average price of $226.74.

Union Pacific (NYSE:UNP) last issued its quarterly earnings data on Tuesday, January 27th. The railroad operator reported $2.86 EPS for the quarter, missing the consensus estimate of $2.92 by ($0.06). Union Pacific had a net margin of 28.73% and a return on equity of 42.23%. The firm had revenue of $6.09 billion for the quarter, compared to analysts’ expectations of $6.15 billion. During the same period in the prior year, the firm posted $2.91 EPS. Union Pacific’s revenue was down .6% on a year-over-year basis. As a group, analysts anticipate that Union Pacific will post 11.99 earnings per share for the current year.

Institutional Investors Weigh In On Union Pacific

Several institutional investors have recently bought and sold shares of UNP. Turtle Creek Wealth Advisors LLC increased its stake in shares of Union Pacific by 5.6% during the fourth quarter. Turtle Creek Wealth Advisors LLC now owns 15,109 shares of the railroad operator’s stock valued at $3,495,000 after buying an additional 797 shares during the period. Nvest Wealth Strategies Inc. purchased a new position in Union Pacific during the 4th quarter valued at about $3,093,000. Wingate Wealth Advisors Inc. boosted its position in shares of Union Pacific by 19.4% in the 4th quarter. Wingate Wealth Advisors Inc. now owns 1,560 shares of the railroad operator’s stock worth $361,000 after purchasing an additional 253 shares in the last quarter. waypoint wealth counsel boosted its holdings in Union Pacific by 8.8% in the fourth quarter. waypoint wealth counsel now owns 1,100 shares of the railroad operator’s stock worth $254,000 after acquiring an additional 89 shares in the last quarter. Finally, Davis Capital Management boosted its stake in Union Pacific by 4.7% in the 4th quarter. Davis Capital Management now owns 9,237 shares of the railroad operator’s stock worth $2,137,000 after purchasing an additional 413 shares in the last quarter. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Union Pacific News Roundup

Here are the key news stories impacting Union Pacific this week:

• Positive Sentiment: Company reported record net income for 2025 and management highlighted best‑ever safety, service and operating results — a sign of underlying operational strength that supports long‑term cash flow. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Some outlets/metrics showed EPS outperformance and improved net income per share year‑over‑year, which supports valuation and dividend coverage. (Helps justify analyst price targets in the mid‑$250s.) Union Pacific Releases Q4 2025 Earnings
• Positive Sentiment: Zacks highlights Union Pacific as an attractive dividend stock — steady cash returns and a strong payout history can support the share price even amid near‑term operational headwinds. This is Why Union Pacific (UNP) is a Great Dividend Stock
• Neutral Sentiment: Analysts remain mixed but mostly constructive: TD Cowen reiterated a Buy (with a slight trim in target to $255), while BMO stuck with a Market Perform/Hold — signaling divergent near‑term views despite similar price targets. TD Cowen Buy Rating BMO Market Perform (Hold)
• Negative Sentiment: Quarterly revenue and EPS showed mixed signals — several reports note revenue slightly below estimates and EPS/earnings metrics missed or narrowly missed some consensus figures, which likely disappointed traders expecting cleaner beats. Q4 Earnings and Revenues Miss Estimates
• Negative Sentiment: Regulatory uncertainty: the U.S. Surface Transportation Board’s rejection of the proposed merger (reported as a setback) and ongoing regulatory review raise execution risk and created immediate downward pressure on sentiment. Union Pacific Faces Near‑Term Pressure After Merger Setback
• Negative Sentiment: Operational/cashflow nuances: operating profit and cash from operations weakened year‑over‑year and operating ratio commentary was mixed — these factors can weigh on short‑term multiple compression. Operating Ratio Worsens in Q4

Union Pacific Company Profile

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.