UNPIndustrials · RailroadsThe 25 Wall Street analysts covering Union Pacific Corp. hold a median 12-month price target of $334 — +20.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 6 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Union Pacific Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (94): The share price has been relatively steady.
Growth (43): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on UNP, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.7% from it.
Of the 20 most recent actions, 8 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Oct 2026 | JP Morgan | Maintains | Neutral | $334 → $322 |
| 2 Oct 2026 | Susquehanna | Maintains | Positive | $345 → $333 |
| 16 Sept 2026 | UBS | Upgrade | Buy | — |
| 16 Sept 2026 | UBS | Upgrade | Buy | $310 → $339 |
| 27 July 2026 | Baird | Maintains | Outperform | $311 → $344 |
| 27 July 2026 | Baird | Maintains | Outperform | — |
| 25 July 2026 | UBS | Maintains | Neutral | — |
| 24 July 2026 | Barclays | Maintains | Overweight | — |
| 24 July 2026 | Barclays | Maintains | Overweight | $315 → $350 |
| 24 July 2026 | Benchmark | Maintains | Buy | — |
| 24 July 2026 | Benchmark | Maintains | Buy | $325 → $335 |
| 24 July 2026 | BMO Capital | Maintains | Market Perform | $285 → $320 |
| 24 July 2026 | BMO Capital | Maintains | Market Perform | — |
| 24 July 2026 | Citigroup | Maintains | Buy | — |
| 24 July 2026 | Citigroup | Maintains | Buy | $326 → $349 |
| 24 July 2026 | JP Morgan | Maintains | Neutral | — |
| 24 July 2026 | JP Morgan | Maintains | Neutral | $304 → $334 |
| 24 July 2026 | RBC Capital | Maintains | Outperform | $289 → $339 |
| 24 July 2026 | RBC Capital | Maintains | Outperform | — |
| 24 July 2026 | TD Cowen | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. UNP appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 6 Oct 2026, Union Pacific Corp. returned +19.0% against +17.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 33% of US stocks
Cheaper than 20% of US stocks
Cheaper than 12% of US stocks
Cheaper than 22% of US stocks
Higher than 56% of US stocks
Higher than 43% of US stocks
Higher than 57% of US stocks
Higher than 92% of US stocks
Higher than 88% of US stocks
Higher than 91% of US stocks
Higher than 91% of US stocks
Higher than 79% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Union Pacific Corp. has a market value of $164.6B and an enterprise value of $193.6B.
Revenue in the twelve months to 30 June 2026: $25.4B. The latest quarter grew 11.5% year on year.
Net income over the same four quarters: $7.3B, a 28.8% net margin.
Diluted earnings per share, trailing twelve months: $12.35.
Free cash flow in the twelve months to 30 June 2026: $6.5B, after $3.8B of capital spending.
Union Pacific Corp. spent $26.0M on share buybacks and $3.3B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 22.4×; forward P/E: 19.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.05%, paying out 45% of earnings.
Union Pacific Corp. employs 28,716 people — $885K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| UNPUnion Pacific Corp. | $164.6B | 83 |
| CSXCSX Corp. | $88.3B | 77 |
| CPCanadian Pacific Kansas City Ltd. | $76.4B | 48 |
| CNICanadian National Railway Co. | $72.4B | 78 |
| NSCNorfolk Southern Corp. | $71.0B | 64 |
| WABWestinghouse Air Brake Technologies Corp. | $49.4B | 67 |
| ETNEaton Corp. Plc* | $172.7B | 73 |
* Nearest Industrials names by size — few railroads companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Union Pacific Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Union Pacific was among four RIG portfolio holdings that announced September dividend increases, alongside Cummins, Duke Energy, and MGE Energy. Cummins raised its dividend by 10%; the excerpt does not specify the size of UNP’s increase.
Why it matters — UNP’s dividend increase is relevant to investors tracking the company’s income growth.
Zacks Investment Research says Union Pacific has an impressive history of earnings surprises and currently has two key ingredients it associates with a likely beat in the next quarterly report.
Why it matters — The report highlights factors that may shape expectations for UNP’s upcoming quarterly earnings.
Union Pacific is seeking to acquire Norfolk Southern in an $85 billion deal to create a transcontinental railroad. Some labor unions and farm groups are opposing the proposal.
Why it matters — The proposed merger and opposition to it are relevant to UNP watchers following the company's plans.
Zacks Investment Research poses the question of whether Union Pacific (UNP) qualifies as a high-growth dividend stock, noting that dividends are an important shareholder benefit but that identifying a strong dividend stock requires careful evaluation. The article frames UNP's dividend potential as an open question rather than reaching a conclusion.
Why it matters — UNP watchers would care because the piece evaluates the company's dividend growth prospects, a key consideration for income-focused shareholders.
Union Pacific reported record Q1 and Q2 2026 results and raised its full-year EPS guidance twice, though its stock has broken down technically and lagged operating momentum. The pending Norfolk Southern merger faces a lengthy regulatory review into late 2027, pausing buybacks and introducing uncertainty, leading to a hold rating.
Why it matters — A Union Pacific watcher would care because the company's strong earnings performance is offset by merger-related uncertainty and paused buybacks that could affect shareholder returns.
The 25 Wall Street analysts covering Union Pacific Corp. have a median 12-month price target of $334, with estimates ranging from $245 to $375. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Union Pacific Corp., 18 rate it a Buy, 6 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Union Pacific Corp. 83 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, Union Pacific Corp. ranks 83 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (94 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +20.7% from the last close, and Ticker Nerd's factor model ranks Union Pacific Corp. 83 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Union Pacific Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for UNP are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $245 to $375 over the next 12 months.
Union Pacific Corp. returned +19.0% over the 12 months to 6 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Union Pacific Corp. is a major American railroad company that provides freight transportation across the western two-thirds of the United States.
The most recent item we track (Seeking Alpha, 6 Oct 2026): "10% Raise From Cummins And 3 Other September Raises". Union Pacific was among four RIG portfolio holdings that announced September dividend increases, alongside Cummins, Duke Energy, and MGE Energy. Cummins raised its dividend by 10%; the excerpt does not specify the size of UNP’s increase.
Union Pacific Corp. is a major American railroad company that provides freight transportation across the western two-thirds of the United States. Union Pacific operates an extensive rail network that connects ports, industrial centers, agricultural regions, and energy hubs, serving customers in manufacturing, agriculture, chemicals, automotive, and intermodal logistics. The company’s services support the movement of bulk commodities, industrial products, and consumer goods, making it an important part of North American supply chains. Union Pacific Corp. also offers related transportation and logistics solutions that help businesses move freight efficiently over long distances. Headquartered in Omaha, Nebraska, Union Pacific remains one of the most significant rail operators in the U.S. freight market, with its network playing a central role in domestic commerce and industrial distribution.
CEO Mr. Vincenzo James Vena · 28,716 employees · United States · https://www.up.com
