Union Pacific (NYSE:UNP) Announces Earnings Results

Union Pacific (NYSE:UNP) released its quarterly earnings results on Tuesday. The railroad operator reported $2.86 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06), Zacks reports. Union Pacific had a net margin of 28.73% and a return on equity of 42.23%. The business’s revenue for the quarter was down .6% on a year-over-year basis. During the same quarter last year, the firm posted $2.91 earnings per share.

Union Pacific Stock Performance

Shares of UNP stock opened at $235.72 on Tuesday. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.60 and a current ratio of 0.75. The stock has a 50 day moving average price of $231.42 and a two-hundred day moving average price of $226.76. The company has a market capitalization of $139.82 billion, a P/E ratio of 19.87, a PEG ratio of 2.65 and a beta of 0.99. Union Pacific has a fifty-two week low of $204.66 and a fifty-two week high of $256.28.

Union Pacific Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 30th. Shareholders of record on Friday, December 5th were issued a $1.38 dividend. The ex-dividend date of this dividend was Friday, December 5th. This represents a $5.52 annualized dividend and a dividend yield of 2.3%. Union Pacific’s dividend payout ratio (DPR) is presently 46.90%.

Institutional Trading of Union Pacific

Several large investors have recently added to or reduced their stakes in the business. Keebeck Wealth Management lifted its position in shares of Union Pacific by 1.7% during the 3rd quarter. Keebeck Wealth Management now owns 2,691 shares of the railroad operator’s stock valued at $636,000 after buying an additional 45 shares in the last quarter. Main Street Financial Solutions LLC lifted its stake in Union Pacific by 1.6% in 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 during the last quarter. CYBER HORNET ETFs LLC lifted its holdings in Union Pacific by 3.8% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,660 shares of the railroad operator’s stock worth $392,000 after buying an additional 60 shares during the last quarter. Mendel Capital Management LLC grew its holdings in shares of Union Pacific by 2.7% during the second quarter. Mendel Capital Management LLC now owns 2,416 shares of the railroad operator’s stock worth $556,000 after purchasing an additional 63 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. increased its holdings in shares of Union Pacific by 1.7% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 4,702 shares of the railroad operator’s stock valued at $1,111,000 after acquiring an additional 79 shares during the period. 80.38% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

UNP has been the topic of several recent research reports. The Goldman Sachs Group set a $263.00 price target on shares of Union Pacific and gave the company a “neutral” rating in a research report on Thursday, October 23rd. UBS Group set a $253.00 price target on shares of Union Pacific and gave the stock a “neutral” rating in a research note on Friday, October 3rd. Deutsche Bank Aktiengesellschaft set a $245.00 target price on shares of Union Pacific in a research note on Thursday, December 11th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Union Pacific in a research report on Wednesday, January 21st. Finally, Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a report on Monday, January 19th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $258.18.

Key Union Pacific News

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

• Positive Sentiment: Union Pacific reported fourth-quarter and full-year 2025 results: a “record-breaking” year with best-ever safety, service and operating metrics, reported net income up ~6%, EPS up ~8% and an improved operating ratio — results that support earnings growth and margin progress. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: High-profile commentary: Jim Cramer highlighted Union Pacific and the rail group as part of the market’s “hottest” sector, which can boost retail interest and near-term flow into UNP. Jim Cramer Highlights Union Pacific’s Merger
• Neutral Sentiment: Corporate branding/PR: Union Pacific announced a coast‑to‑coast “Big Boy” steam tour for America’s 250th — positive for reputation and public engagement but unlikely to affect near‑term fundamentals. Union Pacific’s Big Boy to Celebrate America’s 250th Birthday with Historic Coast-to-Coast Tour
• Neutral Sentiment: Earnings coverage/expectations: Analysts and market trackers (Zacks, TipRanks, Polymarket) flagged UNP among names to watch for Q4 results and market odds on beats — increased volatility possible around guidance/metrics vs. expectations. Watch These 4 Transportation Stocks for Q4 Earnings: Beat or Miss?
• Neutral Sentiment: Investor access to detail: Recent earnings transcripts (Q2, Q3) were posted — useful for parsing management commentary on volumes, fuel/maintenance costs and merger/regulatory outlook. Union Pacific (UNP) Q2 2025 Earnings Transcript
• Negative Sentiment: Regulatory setback risk: Susquehanna warned shares could face near‑term pressure after the U.S. Surface Transportation Board rejected Union Pacific’s proposed merger with Norfolk Southern (decision issued “without prejudice”) — this keeps execution risk and regulatory uncertainty elevated. Union Pacific (UNP) Faces Near-Term Pressure After Merger Setback, Susquehanna Says

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.