Erste Group Bank Forecasts Union Pacific FY2026 Earnings

Union Pacific Corporation (NYSE:UNP) – Equities researchers at Erste Group Bank increased their FY2026 earnings per share (EPS) estimates for Union Pacific in a report released on Thursday, October 8th. Erste Group Bank analyst S. Lingnau now anticipates that the railroad operator will earn $13.12 per share for the year, up from their previous estimate of $13.08. Erste Group Bank currently has a “Buy” rating on the stock. The consensus estimate for Union Pacific’s current full-year earnings is $13.05 per share. Erste Group Bank also issued estimates for Union Pacific’s FY2027 earnings at $14.22 EPS.

UNP has been the topic of several other reports. Benchmark raised their price objective on shares of Union Pacific from $325.00 to $335.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Bank of America upped their target price on shares of Union Pacific from $301.00 to $334.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. TD Cowen reaffirmed a “buy” rating and issued a $325.00 target price (up from $282.00) on shares of Union Pacific in a report on Friday, July 24th. Wells Fargo & Company reiterated an “overweight” rating and set a $335.00 target price (up from $315.00) on shares of Union Pacific in a research note on Friday, July 24th. Finally, UBS Group upgraded shares of Union Pacific from a “neutral” rating to a “buy” rating and increased their target price for the stock from $310.00 to $339.00 in a research note on Wednesday, September 16th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $325.72.

Union Pacific Stock Up 1.3%

UNP stock opened at $286.01 on Tuesday. The company has a market cap of $169.91 billion, a price-to-earnings ratio of 22.99, a price-to-earnings-growth ratio of 2.80 and a beta of 0.95. The company has a fifty day moving average price of $287.94 and a 200 day moving average price of $276.17. The company has a debt-to-equity ratio of 1.40, a current ratio of 0.99 and a quick ratio of 0.82. Union Pacific has a 12 month low of $215.53 and a 12 month high of $315.99.

Union Pacific (NYSE:UNP) last announced its earnings results on Thursday, July 23rd. The railroad operator reported $3.41 EPS for the quarter, beating analysts’ consensus estimates of $3.26 by $0.15. The business had revenue of $6.86 billion for the quarter, compared to analysts’ expectations of $6.72 billion. Union Pacific had a net margin of 28.85% and a return on equity of 38.46%. The company’s quarterly revenue was up 11.5% on a year-over-year basis. During the same period in the previous year, the company posted $3.03 EPS.

Institutional Investors Weigh In On Union Pacific

Hedge funds have recently modified their holdings of the stock. Wiser Advisor Group LLC acquired a new stake in Union Pacific during the second quarter worth approximately $30,000. Scarborough Advisors LLC acquired a new position in Union Pacific in the 1st quarter valued at $27,000. Cornerstone Financial Management LLC acquired a new position in Union Pacific in the 4th quarter valued at $27,000. Merkkuri Wealth Advisors LLC acquired a new position in Union Pacific in the 1st quarter valued at $29,000. Finally, Kelly Lawrence W & Associates Inc. CA purchased a new position in shares of Union Pacific during the 2nd quarter worth $34,000. 80.38% of the stock is owned by institutional investors and hedge funds.

Union Pacific Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, August 31st were paid a dividend of $1.42 per share. This represents a $5.68 annualized dividend and a dividend yield of 2.0%. This is a boost from Union Pacific’s previous quarterly dividend of $1.38. The ex-dividend date was Monday, August 31st. Union Pacific’s dividend payout ratio (DPR) is currently 45.99%.

Union Pacific Company Profile

Union Pacific Corporation (NYSE: UNP) is a freight railroad company that operates one of the largest rail networks in North America. Through its principal subsidiary, Union Pacific Railroad, the company provides transportation services for businesses across the western two-thirds of the United States.

Union Pacific transports a broad range of commodities and manufactured goods, including agricultural products, automotive vehicles and parts, chemicals, coal, industrial products, forest products, and intermodal containers.