Analysts Set Union Pacific Corporation (NYSE:UNP) Price Target at $319.16

Posted by Brenda Bartman on Jul 30th, 2026

Union Pacific Corporation (NYSE:UNP – Get Free Report) has been assigned a consensus rating of “Moderate Buy” from the twenty-two research firms that are currently covering the company, MarketBeat.com reports. Seven investment analysts have rated the stock with a hold rating, thirteen have given a buy rating and two have issued a strong buy rating on the company. The average 1-year target price among brokerages that have issued a report on the stock in the last year is $320.8947.

UNP has been the subject of several research analyst reports. Citizens Jmp assumed coverage on shares of Union Pacific in a research note on Wednesday, July 15th. They set an “outperform” rating and a $350.00 price target for the company. Stephens raised Union Pacific to a “strong-buy” rating in a report on Wednesday, July 8th. The Goldman Sachs Group set a $317.00 target price on Union Pacific and gave the stock a “neutral” rating in a research report on Thursday, July 23rd. Raymond James Financial restated a “strong-buy” rating on shares of Union Pacific in a research note on Monday, July 13th. Finally, BMO Capital Markets reaffirmed a “market perform” rating and set a $320.00 price target (up from $285.00) on shares of Union Pacific in a research report on Friday, July 24th.

View Our Latest Analysis on Union Pacific

Insiders Place Their Bets

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $263.96, for a total transaction of $789,504.36. Following the completion of the transaction, the executive vice president owned 43,012 shares in the company, valued at $11,353,447.52. This trade represents a 6.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.22% of the stock is owned by corporate insiders.

Institutional Trading of Union Pacific

A number of institutional investors have recently modified their holdings of the business. Tucker Asset Management LLC purchased a new stake in shares of Union Pacific during the fourth quarter worth $25,000. SWAN Capital LLC grew its position in shares of Union Pacific by 2,575.0% in the fourth quarter. SWAN Capital LLC now owns 107 shares of the railroad operator’s stock valued at $25,000 after purchasing an additional 103 shares in the last quarter. Rachor Investment Advisory Services LLC purchased a new position in shares of Union Pacific in the fourth quarter valued at $25,000. High Point Wealth Management LLC bought a new stake in shares of Union Pacific during the 4th quarter valued at $26,000. Finally, Scarborough Advisors LLC purchased a new stake in Union Pacific during the 1st quarter worth about $27,000. 80.38% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Union Pacific

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

Positive Sentiment: Union Pacific raised its quarterly dividend 3% to $1.42 per share, payable September 30 to shareholders of record August 31. The company has now paid dividends for 127 consecutive years, reinforcing its income-investment appeal. Union Pacific announces 3% dividend increase
Positive Sentiment: Bernstein maintained its Buy rating, while Robert W. Baird raised its price target to $344. The analyst support suggests continued confidence in Union Pacific’s earnings outlook and merger-related potential. Bernstein maintains Buy rating Baird raises Union Pacific price target
Positive Sentiment: Union Pacific and Norfolk Southern added customer protections to their merger application, including expanded gateway pricing and temporary access to competing rail service if performance deteriorates. The concessions are intended to address competition concerns and improve the merger’s chances of regulatory approval. Union Pacific and Norfolk Southern add customer protections
Neutral Sentiment: Union Pacific and Norfolk Southern executives said the latest filing strengthens the merger’s competitive case. Separately, momentum-focused coverage highlights the stock’s strong trend and recent performance, though these reports provide limited new fundamental information. Rail merger executives discuss competitive provisions Union Pacific momentum stock analysis
Negative Sentiment: BNSF’s CEO criticized the revised merger filing, arguing the combined railroad could reduce competition and increase rates and prices on transcontinental routes. The opposition highlights the continuing regulatory and execution risks surrounding the transaction. BNSF criticizes Union Pacific rail merger filing

Union Pacific Trading Down 0.6%

NYSE UNP opened at $292.55 on Monday. The business’s fifty day moving average is $276.61 and its 200-day moving average is $259.90. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.82. The stock has a market capitalization of $173.80 billion, a price-to-earnings ratio of 23.69, a PEG ratio of 3.01 and a beta of 0.96. Union Pacific has a one year low of $210.84 and a one year high of $315.99.

Union Pacific (NYSE:UNP – Get Free Report) last posted its quarterly earnings data on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.26 by $0.15. The business had revenue of $6.86 billion during the quarter, compared to the consensus estimate of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The firm’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same quarter last year, the company posted $3.03 earnings per share. Equities research analysts predict that Union Pacific will post 12.9 EPS for the current year.

Union Pacific Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Friday, May 29th were issued a dividend of $1.38 per share. The ex-dividend date of this dividend was Friday, May 29th. This represents a $5.52 annualized dividend and a yield of 1.9%. Union Pacific’s dividend payout ratio is 44.70%.

Union Pacific Company Profile

(Get Free Report)

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.