Union Pacific (NYSE:UNP) Given New $349.00 Price Target at Citigroup

Union Pacific (NYSE:UNP) had its price target hoisted by stock analysts at Citigroup from $326.00 to $349.00 in a report released on Friday,Benzinga reports. The firm currently has a “buy” rating on the railroad operator’s stock. Citigroup’s target price indicates a potential upside of 13.10% from the stock’s current price.

Several other analysts have also recently issued reports on the company. Raymond James Financial restated a “strong-buy” rating on shares of Union Pacific in a research note on Monday, July 13th. Citizens Jmp assumed coverage on shares of Union Pacific in a report on Wednesday, July 15th. They issued an “outperform” rating and a $350.00 target price on the stock. JPMorgan Chase & Co. lifted their target price on Union Pacific from $304.00 to $334.00 and gave the company a “neutral” rating in a research note on Friday. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $339.00 target price (up from $289.00) on shares of Union Pacific in a report on Friday. Finally, The Goldman Sachs Group set a $317.00 price target on Union Pacific and gave the stock a “neutral” rating in a research report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, Union Pacific presently has a consensus rating of “Moderate Buy” and a consensus target price of $317.45.

Union Pacific Stock Up 1.4%

Shares of UNP traded up $4.25 during trading on Friday, reaching $308.58. The company’s stock had a trading volume of 2,119,947 shares, compared to its average volume of 3,166,136. The company has a market cap of $183.21 billion, a price-to-earnings ratio of 25.46, a P/E/G ratio of 3.06 and a beta of 0.96. The company has a quick ratio of 0.73, a current ratio of 0.92 and a debt-to-equity ratio of 1.53. The company has a fifty day moving average of $274.38 and a two-hundred day moving average of $257.97. Union Pacific has a twelve month low of $210.84 and a twelve month high of $315.99.

Union Pacific (NYSE:UNP) last released its quarterly earnings results on Thursday, July 23rd. The railroad operator reported $3.41 earnings per share for the quarter, topping analysts’ consensus estimates of $3.25 by $0.16. 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 29.20% and a return on equity of 39.58%. The business’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same quarter last year, the company earned $3.03 earnings per share. On average, sell-side analysts predict that Union Pacific will post 12.62 EPS for the current fiscal year.

Insider Transactions at Union Pacific

In other Union Pacific news, EVP Eric J. Gehringer sold 2,991 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $263.96, for a total transaction of $789,504.36. Following the completion of the sale, the executive vice president directly owned 43,012 shares in the company, valued at approximately $11,353,447.52. This trade represents a 6.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.22% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Union Pacific

A number of large investors have recently made changes to their positions in the business. Acadian Asset Management LLC boosted its stake in shares of Union Pacific by 40.4% during the 1st quarter. Acadian Asset Management LLC now owns 2,312 shares of the railroad operator’s stock valued at $546,000 after buying an additional 665 shares during the period. Schnieders Capital Management LLC. increased its stake in shares of Union Pacific by 0.5% in the second quarter. Schnieders Capital Management LLC. now owns 20,606 shares of the railroad operator’s stock worth $4,741,000 after acquiring an additional 102 shares during the last quarter. Main Street Financial Solutions LLC raised its holdings in shares of Union Pacific by 1.6% during the second quarter. Main Street Financial Solutions LLC now owns 3,733 shares of the railroad operator’s stock worth $859,000 after acquiring an additional 58 shares in the last quarter. HUB Investment Partners LLC increased its holdings in Union Pacific by 10.0% in the second quarter. HUB Investment Partners LLC now owns 6,091 shares of the railroad operator’s stock worth $1,401,000 after buying an additional 554 shares during the last quarter. Finally, Alliancebernstein L.P. raised its position in Union Pacific by 7.4% during the second quarter. Alliancebernstein L.P. now owns 1,528,426 shares of the railroad operator’s stock valued at $351,660,000 after acquiring an additional 105,664 shares in the last quarter. Institutional investors and hedge funds own 80.38% of the company’s stock.

Key Union Pacific News

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

• Positive Sentiment: Union Pacific beat Q2 expectations, reporting adjusted EPS of $3.41 on revenue of $6.864 billion, driven by higher volumes, pricing gains, and fuel surcharge revenue. Union Pacific Reports Second Quarter 2026 Results
• Positive Sentiment: Analysts raised their price targets after the earnings beat, including Benchmark Co. lifting its target to $335 and Bank of America raising its target to $334, both with buy ratings. Analyst price target increases following strong Q2 results
• Positive Sentiment: Investor sentiment was also helped by a new agreement with Canadian National that expands North American rail access and could improve long-term operating efficiency, including a congestion-free Chicago bypass and new customer routes. Union Pacific and CN Announce Agreement to Improve North American Rail Connectivity
• Neutral Sentiment: Union Pacific also held an earnings call and released presentation materials, giving investors more detail on management’s outlook and execution plan after the report. Union Pacific 2026 Q2 Results – Earnings Call Presentation

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.