Q2 EPS Estimates for Union Pacific Lowered by Zacks Research

Union Pacific Co. (NYSE:UNP) – Zacks Research dropped their Q2 2025 EPS estimates for shares of Union Pacific in a report released on Thursday, May 15th. Zacks Research analyst R. Department now forecasts that the railroad operator will earn $2.79 per share for the quarter, down from their previous forecast of $2.89. The consensus estimate for Union Pacific’s current full-year earnings is $11.99 per share. Zacks Research also issued estimates for Union Pacific’s Q2 2026 earnings at $3.20 EPS, Q4 2026 earnings at $3.06 EPS, FY2026 earnings at $12.47 EPS and Q1 2027 earnings at $3.32 EPS.

Union Pacific (NYSE:UNP) last announced its quarterly earnings results on Thursday, April 24th. The railroad operator reported $2.70 EPS for the quarter, missing analysts’ consensus estimates of $2.73 by ($0.03). Union Pacific had a net margin of 27.82% and a return on equity of 41.12%. The business had revenue of $6.03 billion during the quarter, compared to the consensus estimate of $6.11 billion. During the same period in the previous year, the business posted $2.69 EPS. The firm’s revenue was down .1% on a year-over-year basis.

A number of other equities analysts have also commented on the stock. Benchmark raised their target price on shares of Union Pacific from $266.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, January 24th. Redburn Atlantic upgraded shares of Union Pacific from a “neutral” rating to a “buy” rating and set a $259.00 price objective on the stock in a research note on Wednesday, April 16th. Deutsche Bank Aktiengesellschaft started coverage on shares of Union Pacific in a research note on Friday, March 7th. They set a “buy” rating and a $295.00 price objective on the stock. Citigroup upgraded shares of Union Pacific from a “neutral” rating to a “buy” rating and lowered their target price for the company from $260.00 to $244.00 in a research note on Tuesday, April 8th. Finally, Barclays lowered their target price on shares of Union Pacific from $285.00 to $260.00 and set an “overweight” rating for the company in a research note on Friday, April 25th. One research analyst has rated the stock with a sell rating, six have assigned a hold rating, fifteen have assigned a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $257.86.

Union Pacific Stock Performance

Union Pacific stock opened at $230.55 on Friday. 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 has a 1-year low of $204.66 and a 1-year high of $258.07. The firm has a market capitalization of $137.75 billion, a P/E ratio of 20.79, a price-to-earnings-growth ratio of 2.15 and a beta of 1.07. The company’s 50-day moving average is $224.29 and its 200 day moving average is $233.67.

Union Pacific Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 30th. Stockholders of record on Friday, May 30th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.32%. The ex-dividend date is Friday, May 30th. Union Pacific’s payout ratio is 48.29%.

Institutional Trading of Union Pacific

A number of large investors have recently bought and sold shares of UNP. Banque Transatlantique SA acquired a new stake in shares of Union Pacific in the 1st quarter worth $225,000. Belmont Capital LLC increased its holdings in Union Pacific by 175.1% during the 1st quarter. Belmont Capital LLC now owns 1,838 shares of the railroad operator’s stock valued at $434,000 after acquiring an additional 1,170 shares in the last quarter. Alliancebernstein L.P. increased its holdings in Union Pacific by 35.5% during the 1st quarter. Alliancebernstein L.P. now owns 1,422,762 shares of the railroad operator’s stock valued at $336,113,000 after acquiring an additional 372,435 shares in the last quarter. AQR Capital Management LLC increased its holdings in Union Pacific by 2.2% during the 1st quarter. AQR Capital Management LLC now owns 189,976 shares of the railroad operator’s stock valued at $44,382,000 after acquiring an additional 4,090 shares in the last quarter. Finally, Advisors Asset Management Inc. increased its holdings in Union Pacific by 7.6% during the 1st quarter. Advisors Asset Management Inc. now owns 56,542 shares of the railroad operator’s stock valued at $13,357,000 after acquiring an additional 4,000 shares in the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.

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.