Union Pacific (NYSE:UNP) Given New $265.00 Price Target at JPMorgan Chase & Co.

Union Pacific (NYSE:UNP) had its price objective trimmed by JPMorgan Chase & Co. from $270.00 to $265.00 in a research report released on Wednesday,Benzinga reports. The brokerage currently has a neutral rating on the railroad operator’s stock.

A number of other equities analysts also recently weighed in on UNP. TD Cowen cut their price target on shares of Union Pacific from $257.00 to $255.00 and set a “buy” rating on the stock in a report on Wednesday. Deutsche Bank Aktiengesellschaft set a $245.00 price objective on shares of Union Pacific in a research report on Thursday, December 11th. Susquehanna reissued a “buy” rating on shares of Union Pacific in a research report on Monday, January 19th. BMO Capital Markets set a $255.00 price target on shares of Union Pacific in a report on Wednesday, January 7th. Finally, Barclays reissued an “overweight” rating and set a $285.00 price objective (up from $270.00) on shares of Union Pacific in a report on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $258.32.

Union Pacific Stock Performance

UNP stock opened at $227.89 on Wednesday. The company has a quick ratio of 0.60, a current ratio of 0.91 and a debt-to-equity ratio of 1.64. The firm has a market cap of $135.18 billion, a PE ratio of 19.36, a P/E/G ratio of 2.68 and a beta of 0.99. The business has a 50 day moving average of $231.79 and a 200-day moving average of $226.75. Union Pacific has a 12-month low of $204.66 and a 12-month high of $253.20.

Union Pacific (NYSE:UNP) last issued its quarterly earnings results on Tuesday, January 27th. The railroad operator reported $2.86 EPS for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). The business had revenue of $6.09 billion for the quarter, compared to the consensus estimate of $6.15 billion. Union Pacific had a return on equity of 40.89% and a net margin of 29.12%.The business’s revenue was down .6% compared to the same quarter last year. During the same quarter last year, the business posted $2.91 earnings per share. As a group, sell-side analysts expect that Union Pacific will post 11.99 earnings per share for the current year.

Union Pacific Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 30th. Investors of record on Friday, December 5th were given a dividend of $1.38 per share. This represents a $5.52 annualized dividend and a yield of 2.4%. The ex-dividend date was Friday, December 5th. Union Pacific’s payout ratio is presently 46.90%.

Institutional Trading of Union Pacific

Several institutional investors and hedge funds have recently modified their holdings of the business. Envestnet Portfolio Solutions Inc. boosted its holdings in shares of Union Pacific by 10.6% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 93,337 shares of the railroad operator’s stock worth $21,475,000 after buying an additional 8,925 shares during the last quarter. Commerzbank Aktiengesellschaft FI boosted its stake in shares of Union Pacific by 26.4% during the 2nd quarter. Commerzbank Aktiengesellschaft FI now owns 23,875 shares of the railroad operator’s stock worth $5,494,000 after acquiring an additional 4,980 shares during the last quarter. Union Bancaire Privee UBP SA grew its position in shares of Union Pacific by 9.8% during the 3rd quarter. Union Bancaire Privee UBP SA now owns 52,849 shares of the railroad operator’s stock valued at $12,492,000 after acquiring an additional 4,707 shares during the period. CX Institutional increased its stake in shares of Union Pacific by 39.8% in the 3rd quarter. CX Institutional now owns 65,826 shares of the railroad operator’s stock worth $15,559,000 after purchasing an additional 18,742 shares in the last quarter. Finally, Pacific Capital Partners Ltd purchased a new stake in shares of Union Pacific in the 3rd quarter worth $1,664,000. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Trending Headlines about Union Pacific

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

• Positive Sentiment: Company highlighted record results for the year and said safety, service and operating results improved — management called 2025 a record year, which supports confidence in long-term earnings power. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Some analysts keep bullish stances or constructive outlooks (TD Cowen reiterated a Buy with a $255 PT), signaling continued analyst support and upside potential versus current levels. TD Cowen reiterates Buy
• Neutral Sentiment: Dividend profile: analysts and outlets are highlighting UNP as an attractive dividend stock, which may support steady investor demand even amid near-term swings. This is Why Union Pacific is a Great Dividend Stock
• Neutral Sentiment: Earnings were mixed across reports and metrics: revenue was slightly down year-over-year and results were reported as marginally missing some consensus figures, while other summaries show EPS strength depending on adjustments — leaving interpretation dependent on which metrics investors prioritize. Q4 Earnings & Revenues Lag Estimates
• Negative Sentiment: JPMorgan trimmed its price target from $270 to $265 and moved to a Neutral rating — a clear signal of reduced conviction from a major house and a direct driver of selling pressure. JPMorgan Lowers Price Target
• Negative Sentiment: Operational and volume headwinds: reports note worsening operating ratio, softer volumes, and weaker cash from operations alongside higher capital spending — these factors raise concern about near-term margin and free-cash-flow trajectories. Quarterly Profit Rises Amid Volume Headwinds

About Union Pacific

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.