Union Pacific Analysts Increase Their Forecasts Following Upbeat Q1 Earnings

Benzinga04-25 01:24

Union Pacific Corp (NYSE:UNP) reported better-than-expected earnings for the first quarter on Thursday.

The company posted first-quarter 2026 diluted EPS of $2.87 and adjusted diluted EPS of $2.93 on Thursday, beating analyst estimates of $2.86. Operating revenue rose 3% year over year to $6.217 billion, exceeding estimates of $6.199 billion.

“Our safety, service, and operating momentum continued in the first quarter as we further challenged ‘what's possible' from our great railroad,” said Jim Vena, Union Pacific CEO.

The company reaffirmed its 2026 outlook, expecting mid-single-digit EPS growth, further operating ratio improvement and strong cash generation.

Union Pacific shares fell 0.2% to trade at $270.85 on Friday.

These analysts made changes to their price targets on Union Pacific following earnings announcement.

BMO Capital analyst Fadi Chamoun maintained Union Pacific with a Market Perform and raised the price target from $278 to $285.
RBC Capital analyst Walter Spracklin maintained the stock with an Outperform rating and raised the price target from $273 to $289.
Wells Fargo analyst Christian Wetherbee maintained Union Pacific with an Overweight rating and raised the price target from $260 to $300.
Benchmark analyst Nathan Martin maintained the stock with a Buy and raised the price target from $275 to $300.
TD Cowen analyst Jason Seidl maintained Union Pacific with a Buy and raised the price target from $256 to $282.
JP Morgan analyst Brian Ossenbeck maintained the stock with a Neutral and raised the price target from $267 to $275.

Considering buying UNP stock? Here’s what analysts think:

Photo via Shutterstock

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2630829200?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-04-25 01:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2630829200","market":"hk","top_or_hot":-1,"title":"Union Pacific Analysts Increase Their Forecasts Following Upbeat Q1 Earnings","media":"Benzinga","content":"<html><body><p>Union Pacific Corp (NYSE:UNP) reported better-than-expected earnings for the first quarter on Thursday.</p>\n<p>The company posted first-quarter 2026 diluted EPS of $2.87 and adjusted diluted EPS of $2.93 on Thursday, beating analyst estimates of $2.86. Operating revenue rose 3% year over year to $6.217 billion, exceeding estimates of $6.199 billion.</p>\n<p>“Our safety, service, and operating momentum continued in the first quarter as we further challenged ‘what's possible' from our great railroad,” said Jim Vena, Union Pacific CEO.</p>\n<p>The company reaffirmed its 2026 outlook, expecting mid-single-digit EPS growth, further operating ratio improvement and strong cash generation.</p>\n<p>Union Pacific shares fell 0.2% to trade at $270.85 on Friday.</p>\n<p>These analysts made changes to their price targets on Union Pacific following earnings announcement.</p>\n<ul>\n<li>BMO Capital analyst Fadi Chamoun maintained Union Pacific with a Market Perform and raised the price target from $278 to $285.</li>\n<li>RBC Capital analyst Walter Spracklin maintained the stock with an Outperform rating and raised the price target from $273 to $289.</li>\n<li><a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> analyst Christian Wetherbee maintained Union Pacific with an Overweight rating and raised the price target from $260 to $300.</li>\n<li>Benchmark analyst Nathan Martin maintained the stock with a Buy and raised the price target from $275 to $300.</li>\n<li>TD Cowen analyst Jason Seidl maintained Union Pacific with a Buy and raised the price target from $256 to $282.</li>\n<li>JP Morgan analyst Brian Ossenbeck maintained the stock with a Neutral and raised the price target from $267 to $275.</li>\n</ul>\n<p><strong>Considering buying UNP stock? Here’s what analysts think:</strong> </p>\n<figure><img decoding=\"async\" height=\"457\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578-1024x457.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578-1024x457.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578-300x134.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578-768x343.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578.png 1270w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Union Pacific Analysts Increase Their Forecasts Following Upbeat Q1 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnion Pacific Analysts Increase Their Forecasts Following Upbeat Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-04-25 01:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Union Pacific Corp (NYSE:UNP) reported better-than-expected earnings for the first quarter on Thursday.</p>\n<p>The company posted first-quarter 2026 diluted EPS of $2.87 and adjusted diluted EPS of $2.93 on Thursday, beating analyst estimates of $2.86. Operating revenue rose 3% year over year to $6.217 billion, exceeding estimates of $6.199 billion.</p>\n<p>“Our safety, service, and operating momentum continued in the first quarter as we further challenged ‘what's possible' from our great railroad,” said Jim Vena, Union Pacific CEO.</p>\n<p>The company reaffirmed its 2026 outlook, expecting mid-single-digit EPS growth, further operating ratio improvement and strong cash generation.</p>\n<p>Union Pacific shares fell 0.2% to trade at $270.85 on Friday.</p>\n<p>These analysts made changes to their price targets on Union Pacific following earnings announcement.</p>\n<ul>\n<li>BMO Capital analyst Fadi Chamoun maintained Union Pacific with a Market Perform and raised the price target from $278 to $285.</li>\n<li>RBC Capital analyst Walter Spracklin maintained the stock with an Outperform rating and raised the price target from $273 to $289.</li>\n<li><a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> analyst Christian Wetherbee maintained Union Pacific with an Overweight rating and raised the price target from $260 to $300.</li>\n<li>Benchmark analyst Nathan Martin maintained the stock with a Buy and raised the price target from $275 to $300.</li>\n<li>TD Cowen analyst Jason Seidl maintained Union Pacific with a Buy and raised the price target from $256 to $282.</li>\n<li>JP Morgan analyst Brian Ossenbeck maintained the stock with a Neutral and raised the price target from $267 to $275.</li>\n</ul>\n<p><strong>Considering buying UNP stock? Here’s what analysts think:</strong> </p>\n<figure><img decoding=\"async\" height=\"457\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578-1024x457.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578-1024x457.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578-300x134.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578-768x343.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2026/04/24132250/image-578.png 1270w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UNP","symbol_name":"联合太平洋","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/price-target/26/04/52041264/union-pacific-analysts-increase-their-forecasts-following-upbeat-q1-earnings","article_id":"2630829200","we_media_id":"1052270027","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2630829200","pubTimestamp":1777051454,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Benzinga","introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"summary":"Union Pacific reported better-than-expected Q1 earnings, with a 3% increase in operating revenue and reaffirmed its 2026 outlook.","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"UNP":"联合太平洋"},"translate_title":"联合太平洋分析师在第一季度盈利乐观后上调预测","themeId":"11c8fbbf839f433c9d274cef5f173382","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UNP":1.5},"content_text":"Union Pacific Corp (NYSE:UNP) reported better-than-expected earnings for the first quarter on Thursday.\nThe company posted first-quarter 2026 diluted EPS of $2.87 and adjusted diluted EPS of $2.93 on Thursday, beating analyst estimates of $2.86. Operating revenue rose 3% year over year to $6.217 billion, exceeding estimates of $6.199 billion.\n“Our safety, service, and operating momentum continued in the first quarter as we further challenged ‘what's possible' from our great railroad,” said Jim Vena, Union Pacific CEO.\nThe company reaffirmed its 2026 outlook, expecting mid-single-digit EPS growth, further operating ratio improvement and strong cash generation.\nUnion Pacific shares fell 0.2% to trade at $270.85 on Friday.\nThese analysts made changes to their price targets on Union Pacific following earnings announcement.\n\nBMO Capital analyst Fadi Chamoun maintained Union Pacific with a Market Perform and raised the price target from $278 to $285.\nRBC Capital analyst Walter Spracklin maintained the stock with an Outperform rating and raised the price target from $273 to $289.\nWells Fargo analyst Christian Wetherbee maintained Union Pacific with an Overweight rating and raised the price target from $260 to $300.\nBenchmark analyst Nathan Martin maintained the stock with a Buy and raised the price target from $275 to $300.\nTD Cowen analyst Jason Seidl maintained Union Pacific with a Buy and raised the price target from $256 to $282.\nJP Morgan analyst Brian Ossenbeck maintained the stock with a Neutral and raised the price target from $267 to $275.\n\nConsidering buying UNP stock? Here’s what analysts think: \n\nPhoto via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport,express","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2630829200","isCrawlerRequest":true}