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UNP Stock 12 Month Forecast
Average Price Target
$262.73
▲(9.49% Upside)
Based on 15 Wall Street analysts offering 12 month price targets for Union Pacific in the last 3 months. The average price target is $262.73 with a high forecast of $291.00 and a low forecast of $227.00. The average price target represents a 9.49% change from the last price of $239.95.
Union Pacific's Strong Q3 Performance and Strategic Pricing Drive Buy RatingWe continue to see a 90% chance of deal approval despite some recent opposition by the ACC (American Chemistry Council), which is the third-largest rail customer and likely will be active in the STB comment period. As we discussed during our recent panel, shippers and shipper associations likely will not get much out of seeking concessions with the STB; they often work directly with the railroad on an agreement. Associations historically are not very good at stopping a merger from happening.
Union Pacific: Strong Q3 Performance but Uncertain Future Growth Leads to Hold Rating3Q reflected strong network operation and execution UNP delivered a solid 3Q EPS report which reflected strong rail network operation as shown across a variety of metrics including car miles / day which rose 9% y/y to 228 mph while OR improved 180 bp y/y to 58.5%. UNP paid down $1 bn of debt in 3Q and we expect them to remain focused on reducing debt as they prepare for the potential acquisition of NSC. Intermodal average revenue / car (ARC) of 2.1% y/y was stronger than our forecast of -1.5% while ARC eased a bit and was modestly below our forecasts for coal at 3.8% ( vs our est 9.0%) and metals and 3.4% (vs our 6.9% est). Muted commentary on 4Q amid softer volume backdrop UNP indicated it may be difficult to show EPS growth y/y in 4Q25 as they face a difficult comparison and weaker volumes in a few customer segments most notably intermodal.
RBC Capital Sticks to Its Buy Rating for Union Pacific (UNP)RBC Capital analyst Walter Spracklin raised the price target on Union Pacific (NYSE: UNP) to $291.00 (from $276.00) while maintaining a Outperform rating.
Union Pacific's Strong Q3 Performance and Strategic Pricing Drive Buy RatingWe continue to see a 90% chance of deal approval despite some recent opposition by the ACC (American Chemistry Council), which is the third-largest rail customer and likely will be active in the STB comment period. As we discussed during our recent panel, shippers and shipper associations likely will not get much out of seeking concessions with the STB; they often work directly with the railroad on an agreement. Associations historically are not very good at stopping a merger from happening.
Union Pacific: Strong Q3 Performance but Uncertain Future Growth Leads to Hold Rating3Q reflected strong network operation and execution UNP delivered a solid 3Q EPS report which reflected strong rail network operation as shown across a variety of metrics including car miles / day which rose 9% y/y to 228 mph while OR improved 180 bp y/y to 58.5%. UNP paid down $1 bn of debt in 3Q and we expect them to remain focused on reducing debt as they prepare for the potential acquisition of NSC. Intermodal average revenue / car (ARC) of 2.1% y/y was stronger than our forecast of -1.5% while ARC eased a bit and was modestly below our forecasts for coal at 3.8% ( vs our est 9.0%) and metals and 3.4% (vs our 6.9% est). Muted commentary on 4Q amid softer volume backdrop UNP indicated it may be difficult to show EPS growth y/y in 4Q25 as they face a difficult comparison and weaker volumes in a few customer segments most notably intermodal.
RBC Capital Sticks to Its Buy Rating for Union Pacific (UNP)RBC Capital analyst Walter Spracklin raised the price target on Union Pacific (NYSE: UNP) to $291.00 (from $276.00) while maintaining a Outperform rating.
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UNP Analyst Recommendation Trends
Rating
Aug 25
Sep 25
Oct 25
Nov 25
Dec 25
Strong Buy
0
0
0
0
0
Buy
42
46
34
30
17
Hold
10
11
9
8
6
Sell
0
0
0
0
0
Strong Sell
0
0
0
0
0
total
52
57
43
38
23
In the current month, UNP has received 17Buy Ratings, 6Hold Ratings, and 0Sell Ratings. UNP average Analyst price target in the past 3 months is 262.73.
Each month's total comprises the sum of three months' worth of ratings.
UNP Financial Forecast
UNP Earnings Forecast
Next quarter’s earnings estimate for UNP is $2.93 with a range of $2.80 to $3.04. The previous quarter’s EPS was $3.08. UNP beat its EPS estimate ― of the time in the past 12 months, while its overall industry beat the EPS estimate 62.52% of the time in the same period. In the last calendar year UNP has Performed in-line its overall industry.
Next quarter’s earnings estimate for UNP is $2.93 with a range of $2.80 to $3.04. The previous quarter’s EPS was $3.08. UNP beat its EPS estimate ― of the time in the past 12 months, while its overall industry beat the EPS estimate 62.52% of the time in the same period. In the last calendar year UNP has Performed in-line its overall industry.
UNP Sales Forecast
Next quarter’s sales forecast for UNP is $6.15B with a range of $6.04B to $6.28B. The previous quarter’s sales results were $6.24B. UNP beat its sales estimates ― of the time in past 12 months, while its overall industry beat sales estimates 57.44% of the time in the same period. In the last calendar year UNP has Performed in-line its overall industry.
Next quarter’s sales forecast for UNP is $6.15B with a range of $6.04B to $6.28B. The previous quarter’s sales results were $6.24B. UNP beat its sales estimates ― of the time in past 12 months, while its overall industry beat sales estimates 57.44% of the time in the same period. In the last calendar year UNP has Performed in-line its overall industry.
UNP Stock Forecast FAQ
What is UNP’s average 12-month price target, according to analysts?
Based on analyst ratings, Union Pacific Corp.’s 12-month average price target is 262.73.
What is UNP’s upside potential, based on the analysts’ average price target?
Union Pacific Corp. has 9.49% upside potential, based on the analysts’ average price target.
Can I see which stocks the top-ranking analysts are rating?
Yes, go to the Analysts’ Top Stocks tool to see stocks with a Strong Buy or Strong Sell analyst rating consensus, according to the top performers.
How can I follow the stock ratings of top Wall Street analysts?
Head over to our Expert Center to see a list of the top 100 Wall Street analysts and follow the analysts of your choice. Visit their profiles for more details about their stock ratings and see how they perform on a stock-by-stock basis.
Is UNP a Buy, Sell or Hold?
Union Pacific Corp. has a consensus rating of Moderate Buy which is based on 9 buy ratings, 6 hold ratings and 0 sell ratings.
What is Union Pacific Corp.’s price target?
The average price target for Union Pacific Corp. is 262.73. This is based on 15 Wall Streets Analysts 12-month price targets, issued in the past 3 months. The highest analyst price target is $291.00 ,the lowest forecast is $227.00. The average price target represents 9.49% Increase from the current price of $239.95.
What do analysts say about Union Pacific Corp.?
Union Pacific Corp.’s analyst rating consensus is a Moderate Buy. This is based on the ratings of 15 Wall Streets Analysts.
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