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Union Pacific: Strong Volume Growth and Operational Improvements Drive Buy Rating

Union Pacific: Strong Volume Growth and Operational Improvements Drive Buy Rating

Bank of America Securities analyst Ken Hoexter reiterated a Buy rating on Union Pacific (UNPResearch Report) yesterday and set a price target of $262.00.

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Ken Hoexter has given his Buy rating due to a combination of factors, including Union Pacific’s strong volume growth and easing mix pressure. The company’s carloads have increased by 4% year-over-year, with notable performance in coal and grain sectors. This growth is expected to continue, supported by easing international intermodal volume comparisons and reduced tariff-related import volatility.
Furthermore, Union Pacific is targeting industry-leading operating ratios, with anticipated improvements in the second quarter driven by volume gains, enhanced fluidity, and improved workforce productivity. The company is also open to strategic mergers and acquisitions, although regulatory challenges remain. Hoexter’s price objective of $262 reflects these operational improvements and a positive earnings outlook, with an expected EPS growth above market consensus.

In another report released yesterday, Susquehanna also upgraded the stock to a Buy with a $260.00 price target.

UNP’s price has also changed slightly for the past six months – from $229.750 to $227.910, which is a -0.80% drop .

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