Union Pacific CorporationUNPNYSE
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Analyst Sentiment

Analysts lean bullish — 63% recommend buying.

Consensus Rating
Buy
24 analysts·High coverage
63%
Rating Distribution
Strong Buy
14%
Buy
1458%
Hold
938%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see modest upside — consensus target 14% higher.

Bear Case
$227.00
-1%
Base Case
$261.11
+14%
Bull Case
$285.00
+25%
Price Range24 analysts
Low
Consensus
High
$227.00
$285.00
Current Target
Current Price
$228.44
Upside to Target
$32.67

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$12.59(13 analysts)
P/E19x
Current: 19.3x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+5.01%
EPS+8.57%
FY2028
Rev+16.84%
EPS+11.97%
FY2029
Rev+12.96%
EPS+12.29%

Earnings Surprises

Beat rate:67%(8/12 quarters)
Avg surprise:+1.6%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 7, 2026BMO Capital
BMO Capital Downgrades Union Pacific (UNP) to Market Perform
Target:$255.00
+9.2%from $233.62
Dec 18, 2025RBC Capital
Union Pacific price target lowered to $280 from $287 at RBC Capital
Target:$280.00
+18.3%from $236.76
Dec 16, 2025Barclays
Union Pacific price target raised to $285 from $270 at Barclays
Target:$285.00
+18.8%from $239.93
Dec 11, 2025Deutsche Bank
Union Pacific downgraded to Hold from Buy at Deutsche Bank
Target:$245.00
+4.1%from $235.46
Oct 23, 2025Goldman Sachs
Union Pacific price target raised to $263 from $262 at Goldman Sachs
Target:$263.00
+19.5%from $220.04
Oct 3, 2025UBS
Union Pacific price target raised to $253 from $240 at UBS
Target:$253.00
+7.9%from $234.52
Sep 25, 2025Susquehanna
Union Pacific price target raised to $272 from $257 at Susquehanna
Target:$272.00
+17.2%from $232.00
Sep 16, 2025Loop Capital Markets
Union Pacific upgraded to Hold from Sell at Loop Capital
Target:$227.00
+4.7%from $216.78
Jul 15, 2025Raymond James
Union Pacific price target raised to $270 from $258 at Raymond James
Target:$270.00
+16.8%from $231.14
Jun 24, 2025Susquehanna
Union Pacific upgraded to Positive from Neutral at Susquehanna
Target:$260.00
+14.1%from $227.91
Mar 7, 2025Deutsche Bank
Union Pacific initiated with a Buy at Deutsche Bank
Target:$295.00
+18.3%from $249.31
Feb 3, 2025Loop Capital Markets
Union Pacific downgraded to Sell from Hold at Loop Capital
Target:$200.00
-17.7%from $243.02
Jan 10, 2025Raymond James
Union Pacific price target raised to $265 from $260 at Raymond James
Target:$265.00
+17.7%from $225.21
Jan 7, 2025Wells Fargo
Union Pacific price target lowered to $265 from $267 at Wells Fargo
Target:$265.00
+14.9%from $230.54
Oct 14, 2024Raymond James
Union Pacific price target raised to $275 from $265 at Raymond James
Target:$275.00
+13.5%from $242.31
Sep 25, 2024Evercore ISI
Evercore downgrades Union Pacific with 'little upside left'
Target:$247.00
-0.8%from $248.96
Sep 24, 2024Bank of America Securities
Union Pacific (UNP) PT Lowered to $270 at BofA Securities
Target:$270.00
+10.7%from $244.00
Sep 20, 2024Bank of America Securities
Union Pacific (UNP) PT Lowered to $273 at BofA Securities
Target:$273.00
+12.0%from $243.68
Sep 20, 2024BMO Capital
Union Pacific (UNP) PT Lowered to $275 at BMO Capital
Target:$275.00
+12.9%from $243.53
Sep 11, 2024BMO Capital
BMO Capital Reiterates Outperform Rating on Union Pacific (UNP)
Target:$280.00
+14.8%from $243.85
Jul 26, 2024Barclays
Union Pacific price target lowered to $280 from $290 at Barclays
Target:$280.00
+19.0%from $235.35
Jul 17, 2024Stifel Nicolaus
Union Pacific price target lowered to $265 from $267 at Stifel
Target:$265.00
+9.1%from $242.93
Jun 17, 2024Loop Capital Markets
Union Pacific downgraded to Hold from Buy at Loop Capital
Target:$238.00
+7.2%from $222.10
May 2, 2024Stifel Nicolaus
Stifel Upgrades Union Pacific (UNP) to Buy, 'Sweatin' to the Oldies at Union Pacific'
Target:$267.00
+12.3%from $237.69
Apr 12, 2024Stifel Nicolaus
Union Pacific (UNP) PT Raised to $248 at Stifel
Target:$248.00
+5.0%from $236.16