Zacks Research Lowers Earnings Estimates for Union Pacific

Union Pacific Co. (NYSE:UNP) – Equities researchers at Zacks Research dropped their Q3 2025 EPS estimates for Union Pacific in a note issued to investors on Thursday, May 15th. Zacks Research analyst R. Department now expects that the railroad operator will post earnings per share of $2.95 for the quarter, down from their previous forecast of $2.98. 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 Q4 2025 earnings at $2.95 EPS, FY2025 earnings at $11.38 EPS, Q1 2026 earnings at $2.90 EPS, Q3 2026 earnings at $3.31 EPS and FY2027 earnings at $12.98 EPS.

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

Other analysts have also recently issued reports about the company. Wells Fargo & Company dropped their price target on Union Pacific from $265.00 to $260.00 and set an “overweight” rating for the company in a research report on Thursday, March 27th. Barclays dropped their target price on shares of Union Pacific from $285.00 to $260.00 and set an “overweight” rating for the company in a report on Friday, April 25th. Citigroup raised shares of Union Pacific from a “neutral” rating to a “buy” rating and decreased their price target for the stock from $260.00 to $244.00 in a research note on Tuesday, April 8th. Redburn Atlantic raised shares of Union Pacific from a “neutral” rating to a “buy” rating and set a $259.00 price objective for the company in a research note on Wednesday, April 16th. Finally, UBS Group cut their price objective on shares of Union Pacific from $255.00 to $245.00 and set a “neutral” rating for the company in a report on Wednesday, April 2nd. One equities research analyst has rated the stock with a sell rating, six have assigned a hold rating, fifteen 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 $257.50.

Union Pacific Price Performance

NYSE:UNP opened at $228.35 on Monday. The stock has a 50 day moving average of $223.88 and a two-hundred day moving average of $233.63. Union Pacific has a 12 month low of $204.66 and a 12 month high of $258.07. The firm has a market cap of $136.43 billion, a P/E ratio of 20.59, a price-to-earnings-growth ratio of 2.15 and a beta of 1.07. The company has a current ratio of 0.77, a quick ratio of 0.62 and a debt-to-equity ratio of 1.76.

Institutional Trading of Union Pacific

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Norges Bank acquired a new stake in shares of Union Pacific during the fourth quarter valued at about $1,927,377,000. Raymond James Financial Inc. acquired a new position in shares of Union Pacific in the 4th quarter worth approximately $1,035,905,000. Nuveen LLC purchased a new position in shares of Union Pacific during the 1st quarter worth approximately $988,822,000. GAMMA Investing LLC increased its holdings in Union Pacific by 27,502.8% in the 1st quarter. GAMMA Investing LLC now owns 2,491,151 shares of the railroad operator’s stock valued at $588,510,000 after purchasing an additional 2,482,126 shares during the last quarter. Finally, Geode Capital Management LLC raised its position in Union Pacific by 12.6% in 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 during the period. 80.38% of the stock is owned by institutional investors and hedge funds.

Union Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 30th. Stockholders of record on Friday, May 30th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.35%. The ex-dividend date is Friday, May 30th. Union Pacific’s dividend payout ratio is presently 48.29%.

About Union Pacific

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.