Q3 EPS Estimates for Union Pacific Lifted by Zacks Research

Union Pacific Co. (NYSE:UNP) – Research analysts at Zacks Research boosted their Q3 2025 earnings per share (EPS) estimates for shares of Union Pacific in a research note issued to investors on Tuesday, November 26th. Zacks Research analyst R. Department now expects that the railroad operator will post earnings of $2.81 per share for the quarter, up from their prior forecast of $2.76. The consensus estimate for Union Pacific’s current full-year earnings is $10.94 per share. Zacks Research also issued estimates for Union Pacific’s FY2025 earnings at $11.73 EPS, Q1 2026 earnings at $3.06 EPS, Q2 2026 earnings at $3.15 EPS, Q3 2026 earnings at $3.07 EPS and FY2026 earnings at $11.99 EPS.

Union Pacific (NYSE:UNP) last released its quarterly earnings data on Thursday, October 24th. The railroad operator reported $2.75 EPS for the quarter, missing the consensus estimate of $2.78 by ($0.03). Union Pacific had a net margin of 27.33% and a return on equity of 41.79%. The firm had revenue of $6.09 billion for the quarter, compared to the consensus estimate of $6.14 billion. During the same quarter in the prior year, the firm earned $2.51 EPS. The company’s revenue was up 2.5% compared to the same quarter last year.

UNP has been the subject of a number of other reports. TD Cowen reduced their price objective on shares of Union Pacific from $255.00 to $252.00 and set a “buy” rating for the company in a report on Friday, October 25th. Stifel Nicolaus dropped their price target on shares of Union Pacific from $265.00 to $262.00 and set a “buy” rating on the stock in a research report on Friday, October 25th. Barclays boosted their price objective on Union Pacific from $275.00 to $285.00 and gave the stock an “overweight” rating in a report on Wednesday, November 13th. StockNews.com lowered Union Pacific from a “buy” rating to a “hold” rating in a report on Tuesday, October 1st. Finally, BMO Capital Markets cut their target price on Union Pacific from $280.00 to $275.00 and set an “outperform” rating on the stock in a research report on Friday, September 20th. Nine research analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $259.80.

Union Pacific Stock Performance

NYSE UNP opened at $244.87 on Thursday. The company has a current ratio of 0.77, a quick ratio of 0.63 and a debt-to-equity ratio of 1.79. The company has a fifty day simple moving average of $240.12 and a 200 day simple moving average of $238.55. Union Pacific has a 12-month low of $218.55 and a 12-month high of $258.66. The company has a market cap of $148.45 billion, a P/E ratio of 22.49, a PEG ratio of 2.43 and a beta of 1.06.

Institutional Investors Weigh In On Union Pacific

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Strategic Investment Solutions Inc. IL bought a new stake in shares of Union Pacific in the second quarter valued at approximately $28,000. Cultivar Capital Inc. purchased a new position in Union Pacific in the 2nd quarter valued at approximately $27,000. Catalyst Capital Advisors LLC bought a new stake in Union Pacific during the 3rd quarter valued at $30,000. Jamison Private Wealth Management Inc. lifted its position in shares of Union Pacific by 265.7% during the third quarter. Jamison Private Wealth Management Inc. now owns 128 shares of the railroad operator’s stock worth $32,000 after acquiring an additional 93 shares in the last quarter. Finally, Fairscale Capital LLC bought a new position in shares of Union Pacific in the second quarter worth $31,000. 80.38% of the stock is currently owned by institutional investors.

Union Pacific Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 30th. Investors of record on Monday, December 9th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.19%. The ex-dividend date is Monday, December 9th. Union Pacific’s dividend payout ratio (DPR) is currently 49.22%.

About Union Pacific

Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, renewable biofuel producers, and other agricultural users; and construction products, industrial chemicals, plastics, forest products, specialized products, metals and ores, petroleum, liquid petroleum gases, soda ash, and sand, as well as finished automobiles, automotive parts, and merchandise in intermodal containers.