JPMorgan Chase & Co. Cuts Union Pacific (NYSE:UNP) Price Target to $265.00

Union Pacific (NYSE:UNP) had its price objective reduced by investment analysts at JPMorgan Chase & Co. from $270.00 to $265.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has a “neutral” rating on the railroad operator’s stock. JPMorgan Chase & Co.‘s price target indicates a potential upside of 16.28% from the company’s previous close.

Several other analysts have also recently issued reports on the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Union Pacific in a report on Wednesday, January 21st. Raymond James Financial reiterated a “strong-buy” rating on shares of Union Pacific in a report on Tuesday. UBS Group set a $253.00 price objective on Union Pacific and gave the stock a “neutral” rating in a research note on Friday, October 3rd. Royal Bank Of Canada set a $280.00 target price on shares of Union Pacific in a report on Thursday, December 18th. Finally, BMO Capital Markets set a $255.00 price target on Union Pacific in a report on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $258.32.

Union Pacific Price Performance

Shares of NYSE UNP traded down $4.65 during midday trading on Wednesday, reaching $227.90. The stock had a trading volume of 3,183,794 shares, compared to its average volume of 3,343,852. 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 of $231.66 and a 200-day moving average of $226.74. The company has a market capitalization of $135.18 billion, a price-to-earnings ratio of 19.37, a price-to-earnings-growth ratio of 2.66 and a beta of 0.99. Union Pacific has a 12-month low of $204.66 and a 12-month high of $253.20.

Union Pacific (NYSE:UNP) last released its quarterly earnings data on Tuesday, January 27th. The railroad operator reported $2.86 earnings per share 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 business had revenue of $6.09 billion during the quarter, compared to the consensus estimate of $6.15 billion. During the same period last year, the company earned $2.91 EPS. The business’s revenue was down .6% on a year-over-year basis. As a group, research analysts anticipate that Union Pacific will post 11.99 EPS for the current fiscal year.

Hedge Funds Weigh In On Union Pacific

Hedge funds have recently bought and sold shares of the business. Turtle Creek Wealth Advisors LLC raised its stake in shares of Union Pacific by 5.6% during the 4th quarter. Turtle Creek Wealth Advisors LLC now owns 15,109 shares of the railroad operator’s stock worth $3,495,000 after buying an additional 797 shares during the period. Nvest Wealth Strategies Inc. acquired a new position in Union Pacific in the 4th quarter valued at about $3,093,000. Wingate Wealth Advisors Inc. grew its holdings in shares of Union Pacific by 19.4% in the fourth quarter. Wingate Wealth Advisors Inc. now owns 1,560 shares of the railroad operator’s stock valued at $361,000 after purchasing an additional 253 shares in the last quarter. waypoint wealth counsel grew its stake in shares of Union Pacific by 8.8% in the fourth quarter. waypoint wealth counsel now owns 1,100 shares of the railroad operator’s stock worth $254,000 after acquiring an additional 89 shares in the last quarter. Finally, Davis Capital Management increased its holdings in Union Pacific by 4.7% during the 4th quarter. Davis Capital Management now owns 9,237 shares of the railroad operator’s stock worth $2,137,000 after purchasing an additional 413 shares during the period. Hedge funds and other institutional investors own 80.38% of the company’s stock.

Key Headlines Impacting Union Pacific

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

• Positive Sentiment: Company reported record net income for 2025 and management highlighted best‑ever safety, service and operating results — a sign of underlying operational strength that supports long‑term cash flow. Union Pacific Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Some outlets/metrics showed EPS outperformance and improved net income per share year‑over‑year, which supports valuation and dividend coverage. (Helps justify analyst price targets in the mid‑$250s.) Union Pacific Releases Q4 2025 Earnings
• Positive Sentiment: Zacks highlights Union Pacific as an attractive dividend stock — steady cash returns and a strong payout history can support the share price even amid near‑term operational headwinds. This is Why Union Pacific (UNP) is a Great Dividend Stock
• Neutral Sentiment: Analysts remain mixed but mostly constructive: TD Cowen reiterated a Buy (with a slight trim in target to $255), while BMO stuck with a Market Perform/Hold — signaling divergent near‑term views despite similar price targets. TD Cowen Buy Rating BMO Market Perform (Hold)
• Negative Sentiment: Quarterly revenue and EPS showed mixed signals — several reports note revenue slightly below estimates and EPS/earnings metrics missed or narrowly missed some consensus figures, which likely disappointed traders expecting cleaner beats. Q4 Earnings and Revenues Miss Estimates
• Negative Sentiment: Regulatory uncertainty: the U.S. Surface Transportation Board’s rejection of the proposed merger (reported as a setback) and ongoing regulatory review raise execution risk and created immediate downward pressure on sentiment. Union Pacific Faces Near‑Term Pressure After Merger Setback
• Negative Sentiment: Operational/cashflow nuances: operating profit and cash from operations weakened year‑over‑year and operating ratio commentary was mixed — these factors can weigh on short‑term multiple compression. Operating Ratio Worsens in Q4

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.