TD Cowen Cuts Union Pacific (NYSE:UNP) Price Target to $255.00

Union Pacific (NYSE:UNP) had its price target lowered by TD Cowen from $257.00 to $255.00 in a research report issued to clients and investors on Wednesday. The firm currently has a “buy” rating on the railroad operator’s stock. TD Cowen’s price objective suggests a potential upside of 9.58% from the company’s current price.

Several other research analysts have also recently commented on the stock. Susquehanna restated a “buy” rating on shares of Union Pacific in a research report on Monday, January 19th. JPMorgan Chase & Co. increased their target price on shares of Union Pacific from $267.00 to $270.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. Raymond James Financial restated a “strong-buy” rating on shares of Union Pacific in a research report on Tuesday. Weiss Ratings reissued a “hold (c+)” rating on shares of Union Pacific in a research note on Wednesday, January 21st. Finally, The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $267.00 price target on shares of Union Pacific in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $258.27.

Union Pacific Stock Up 0.8%

Shares of Union Pacific stock opened at $232.70 on Wednesday. The stock has a market capitalization of $138.03 billion, a price-to-earnings ratio of 19.77, a PEG ratio of 2.66 and a beta of 0.99. Union Pacific has a twelve month low of $204.66 and a twelve month high of $256.28. The company has a current ratio of 0.75, a quick ratio of 0.60 and a debt-to-equity ratio of 1.75. The business’s 50 day simple moving average is $231.66 and its 200-day simple moving average is $226.74.

Union Pacific (NYSE:UNP) last issued its quarterly earnings data on Tuesday, January 27th. The railroad operator reported $2.86 EPS for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). Union Pacific had a return on equity of 42.23% and a net margin of 28.73%.The company had revenue of $6.09 billion for the quarter, compared to the consensus estimate of $6.15 billion. During the same quarter in the previous year, the company earned $2.91 earnings per share. Union Pacific’s quarterly revenue was down .6% compared to the same quarter last year. Equities research analysts forecast that Union Pacific will post 11.99 earnings per share for the current year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Caitlin John LLC acquired a new stake in shares of Union Pacific in the 3rd quarter valued at approximately $27,000. Saranac Partners Ltd bought a new stake in Union Pacific during the third quarter worth $27,000. Howard Hughes Medical Institute acquired a new stake in Union Pacific in the second quarter valued at $30,000. Financial Gravity Companies Inc. acquired a new stake in Union Pacific in the second quarter valued at $31,000. Finally, Total Investment Management Inc. bought a new position in shares of Union Pacific in the 2nd quarter valued at about $31,000. 80.38% of the stock is owned by institutional investors and hedge funds.

Key Union Pacific News

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

• Positive Sentiment: Record net income and management commentary: UP reported record financial results and management flagged best-ever safety, service and operating results for 2025, highlighting long-term operational strength that supports valuation. Read More.
• Positive Sentiment: Pricing and fuel surcharges helped margins: Reuters and company commentary noted profit rose on higher pricing and fuel-surcharge revenue, a near-term tailwind to margins despite lower volumes. Read More.
• Neutral Sentiment: Operating-metric picture is mixed: some reports say Union Pacific improved its operating ratio versus prior guidance, while other coverage points to deterioration in certain efficiency measures—investors will parse slide deck and call details for clarity. Read More.
• Negative Sentiment: EPS and revenue slightly missed expectations: the company reported EPS of $2.86 and ~ $6.08–6.09B in revenue, short of consensus; lower volumes weighed on top line, a clear near-term negative for guidance and multiple expansion. Read More.
• Negative Sentiment: Cash flow and operating profit pressures: coverage highlights weaker cash from operations year-over-year and a decline in operating profit in Q4, which could constrain buybacks/capex pacing and worry income-focused investors. Read More.
• Negative Sentiment: Regulatory/merger overhang persists: analysts have warned of near-term pressure after the Surface Transportation Board setback tied to the company’s merger ambitions; regulatory uncertainty is an additional risk premium on the shares. Read More.

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.