UNPIndustrials · RailroadsThe 25 Wall Street analysts covering Union Pacific Corp. hold a median 12-month price target of $337 — +12.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 86 of 100 as at 5 Nov 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 (99): The share price has been relatively steady.
Growth (49): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ 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 +12.9% from it.
Of the 20 most recent actions, 8 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Oct 2026 | Susquehanna | Maintains | Positive | $333 → $345 |
| 23 Oct 2026 | Citigroup | Maintains | Buy | $338 → $348 |
| 23 Oct 2026 | Evercore ISI Group | Maintains | Outperform | $324 → $329 |
| 23 Oct 2026 | JP Morgan | Maintains | Neutral | $322 → $321 |
| 23 Oct 2026 | RBC Capital | Maintains | Outperform | $326 → $335 |
| 23 Oct 2026 | TD Cowen | Maintains | Buy | $325 → $328 |
| 7 Oct 2026 | Citigroup | Maintains | Buy | $349 → $338 |
| 7 Oct 2026 | Citigroup | Maintains | Buy | — |
| 5 Oct 2026 | JP Morgan | Maintains | Neutral | $334 → $322 |
| 5 Oct 2026 | JP Morgan | Maintains | Neutral | — |
| 2 Oct 2026 | Susquehanna | Maintains | Positive | $345 → $333 |
| 2 Oct 2026 | Susquehanna | Maintains | Positive | — |
| 16 Sept 2026 | UBS | Upgrade | Buy | — |
| 16 Sept 2026 | UBS | Upgrade | Buy | $310 → $339 |
| 27 July 2026 | Baird | Maintains | Outperform | — |
| 27 July 2026 | Baird | Maintains | Outperform | $311 → $344 |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
UNP appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, Union Pacific Corp. returned +39.9% against +9.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 31% of US stocks
Cheaper than 17% of US stocks
Cheaper than 10% of US stocks
Cheaper than 21% of US stocks
Higher than 63% of US stocks
Higher than 55% of US stocks
Higher than 56% 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 78% 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 $183.3B and an enterprise value of $211.4B.
Revenue in the twelve months to 30 June 2026: $25.4B. The latest quarter grew 15.3% 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: 24.1×; forward P/E: 21.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.84%, paying out 43% of earnings.
Union Pacific Corp. employs 28,658 people — $887K 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. | $183.3B | 86 |
| CSXCSX Corp. | $94.5B | 90 |
| NSCNorfolk Southern Corp. | $73.9B | 74 |
| WABWestinghouse Air Brake Technologies Corp. | $47.3B | 76 |
| DEDeere & Co.* | $179.4B | 67 |
| GEVGE Vernova, Inc.* | $207.2B | 65 |
| BAThe Boeing Co.* | $136.7B | 40 |
* 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 and United Parcel both beat third-quarter earnings estimates. The article compares their share-price performance, valuation and growth strategies, saying those differences favor one stock.
Why it matters — UNP watchers may find the comparison relevant to how the article assesses Union Pacific against United Parcel after Q3 earnings.
Union Pacific reported record third-quarter freight revenue of $6.8 billion. Domestic intermodal volume grew 13%, supported by service reliability and buffer resources.
Why it matters — The figures offer UNP watchers a snapshot of freight revenue and domestic intermodal activity.
Union Pacific reported better-than-expected third-quarter earnings and revenue on Thursday. The headline says analysts revised their forecasts after the results, but the excerpt provides no details about those revisions.
Why it matters — UNP watchers may note both the quarterly results and that analysts updated their forecasts in response.
Union Pacific beat earnings and raised its dividend for the 20th consecutive year. The excerpt says a looming merger is redirecting billions away from shareholders ahead of a potential 2027 closing.
Why it matters — UNP watchers may weigh the dividend increase against the merger-related shift in funds away from shareholders.
U.S. railroads benefited as shippers shifted cargo from trucks to rail. Union Pacific, Norfolk Southern and CSX reported higher quarterly revenue and profits this week.
Why it matters — The reported shift to rail and higher quarterly results provide relevant context for Union Pacific watchers.
The 25 Wall Street analysts covering Union Pacific Corp. have a median 12-month price target of $337, 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. 86 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 2026, Union Pacific Corp. ranks 86 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 (99 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +12.9% from the last close, and Ticker Nerd's factor model ranks Union Pacific Corp. 86 out of 100 as at 5 Nov 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 +39.9% over the 12 months to 5 Nov 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 (Zacks Investment Research, 28 Oct 2026): "UPS or UNP: Which Transportation Stock You Should Buy Post Q3 Earnings". Union Pacific and United Parcel both beat third-quarter earnings estimates. The article compares their share-price performance, valuation and growth strategies, saying those differences favor one stock.
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 · 28,658 employees · United States · https://www.up.com
