TD Cowen Lowers Union Pacific (NYSE:UNP) Price Target to $255.00

Union Pacific (NYSE:UNP) had its price target lowered by TD Cowen from $257.00 to $255.00 in a research report issued on Wednesday, MarketBeat reports. The firm currently has a “buy” rating on the railroad operator’s stock. TD Cowen’s price target indicates a potential upside of 9.20% from the stock’s current price.

Several other equities analysts have also commented on the stock. Susquehanna reaffirmed a “buy” rating on shares of Union Pacific in a research report on Monday, January 19th. Deutsche Bank Aktiengesellschaft set a $245.00 price objective on shares of Union Pacific in a research note on Thursday, December 11th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Union Pacific in a research report on Wednesday, January 21st. UBS Group set a $253.00 price target on Union Pacific and gave the company a “neutral” rating in a research report on Friday, October 3rd. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $267.00 price objective on shares of Union Pacific in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, Union Pacific presently has an average rating of “Moderate Buy” and a consensus target price of $258.32.

Union Pacific Stock Performance

NYSE UNP opened at $233.51 on Wednesday. The business’s 50-day moving average price is $232.04 and its 200 day moving average price is $226.80. The company has a current ratio of 0.91, a quick ratio of 0.60 and a debt-to-equity ratio of 1.64. Union Pacific has a twelve month low of $204.66 and a twelve month high of $253.20. The company has a market capitalization of $138.51 billion, a PE ratio of 19.51, a price-to-earnings-growth ratio of 2.62 and a beta of 0.99.

Union Pacific (NYSE:UNP) last posted its quarterly earnings data on Tuesday, January 27th. The railroad operator reported $2.86 EPS for the quarter, missing analysts’ consensus estimates of $2.92 by ($0.06). The company had revenue of $6.09 billion for the quarter, compared to analyst estimates of $6.15 billion. Union Pacific had a net margin of 29.12% and a return on equity of 40.89%. The company’s revenue was down .6% compared to the same quarter last year. During the same period in the prior year, the company earned $2.91 EPS. On average, research analysts predict that Union Pacific will post 11.99 earnings per share for the current year.

Institutional Trading of Union Pacific

Large investors have recently bought and sold shares of the company. Norges Bank purchased a new stake in Union Pacific during the 2nd quarter worth $1,856,340,000. Capital World Investors grew its stake in shares of Union Pacific by 193.3% during the third quarter. Capital World Investors now owns 10,481,043 shares of the railroad operator’s stock valued at $2,477,404,000 after acquiring an additional 6,908,016 shares in the last quarter. Capital Research Global Investors increased its position in shares of Union Pacific by 95.0% during the third quarter. Capital Research Global Investors now owns 8,713,196 shares of the railroad operator’s stock worth $2,059,538,000 after acquiring an additional 4,244,226 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Union Pacific by 72.7% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 9,177,002 shares of the railroad operator’s stock worth $2,169,168,000 after acquiring an additional 3,861,636 shares in the last quarter. Finally, Laurel Wealth Advisors LLC boosted its holdings in Union Pacific by 22,618.2% in the second quarter. Laurel Wealth Advisors LLC now owns 2,624,636 shares of the railroad operator’s stock valued at $603,876,000 after purchasing an additional 2,613,083 shares during the last quarter. Institutional investors and hedge funds 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: RBC Capital initiated/issued a Buy on UNP, adding near‑term analyst support that can lift investor demand. Union Pacific (UNP) Gets a Buy from RBC Capital
• Positive Sentiment: Stephens also put a Buy on UNP, reinforcing the positive analyst flow that helps explain upward price pressure. Union Pacific (UNP) Receives a Buy from Stephens
• Positive Sentiment: TD Cowen reiterated a Buy on UNP (PT ~$255), providing additional dealer-level conviction despite a small PT trim. Union Pacific: Solid Execution, Regulatory Readiness, and Commodity Tailwinds Support Buy Rating
• Positive Sentiment: Dividend strengths are being highlighted by coverage arguing UNP is an attractive income stock, which can support demand from yield‑focused investors. This is Why Union Pacific (UNP) is a Great Dividend Stock
• Neutral Sentiment: JPMorgan trimmed its price target to $265 and moved to Neutral — a modest downgrade in upside expectation that still leaves room above current levels but tempers enthusiasm. Benzinga
• Neutral Sentiment: BMO kept a Market Perform (Hold) stance, citing solid execution but macro and regulatory uncertainty — a reminder that tailwinds are offset by risk. Union Pacific: Solid Execution and Free Cash Flow Offset by Macro and Regulatory Uncertainty
• Neutral Sentiment: Earnings call coverage shows record net income in Q4 but revenue and margins faced pressure — this explains why investors are cautious even as the headline profit number supports the stock. Union Pacific Corp (UNP) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Deep-dive reporting flags margin pressures and merger/regulatory uncertainty as defining issues for the quarter — items that could cap upside or increase volatility. UNP Q4 deep dive: Margin pressures and merger uncertainty define the quarter

Union Pacific Company Profile

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.