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UNPUnion Pacific Corporation
$275.53$163.7B
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Union Pacific Corporation (UNP) Research Brief

Wall Street consensus, price target range, and equity research thesis

Buy47 Analyst Coverage
Consensus Target
$333+21.0% Upside
Current: $275.53
Analyst Range
Low $294High $363
12-Month High/Low Spread
Ratings Mix
29 Buy·17 Hold·1 Sell
Earnings & Valuation
EPS Beat 4.6%
Forward P/E: 21.1x

Executive Summary & Research Take

Wall Street currently rates UNP buy with a 12-month price target of $333 (+21.0% upside). The sections below cover the bull case, key risks, and latest earnings context for Union Pacific Corporation.

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Analyst Research Summary

Investment Thesis: Bull Case & Risk Factors

A structured look at the bull case, the risks, and the most recent earnings execution for UNP.

Current setup

UNP beat estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.

Bull Case

What keeps the long thesis intact

  • Strong Operational PerformanceUnion Pacific has exceeded earnings per share expectations and maintains a high return on equity, reflecting effective management.
  • Market Confidence and ValuationThe stock is near its 52-week high, indicating strong market performance, with some metrics suggesting it may be modestly undervalued.
  • Economic TailwindsInflation and tariff headwinds could boost goods movement, supported by a resilient economy and increased capital expenditure.
  • Analyst SupportA significant majority of analysts have issued 'Buy' or 'Strong Buy' ratings, indicating positive sentiment.
  • Financial StrengthProjected annual free cash flow of approximately $12 billion supports network investments and dividend commitments.

Wall Street rates UNP buy, giving the bull case institutional backing from 47 analysts.

Watch Out For

What can break the setup quickly

  • Liquidity and Debt ConcernsUnion Pacific's debt-to-equity ratio is 1.53, indicating potential liquidity issues and higher debt risks.
  • Overvaluation ConcernsDiscounted cash flow analyses suggest UNP may be overvalued, with a PEG ratio of 3.7x indicating potential overvaluation.
  • Economic Slowdown and VolatilityProjected slower global economic growth could dampen industrial production and consumer demand, impacting freight volumes.
  • Industry-Specific RisksDeclining global prices for export coal and unfavorable currency fluctuations could pressure revenue streams.
  • Insider SellingRecent insider selling, including a significant sale by an executive, raises concerns about management's confidence.

Watch whether new negative commentary on UNP points to these structural risks or is simply reacting to short-term price moves.

UNP Earnings Reaction — What the Last Quarter Showed

Last Quarter

EPS
$3.41 vs $3.26 est.Beat 4.6%
Revenue
$6.9B vs $6.7B est.Beat 2.2%
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UNP — Frequently Asked Questions

Quick answers to the most common questions about buying UNP stock.

What is the analyst consensus on UNP?
Verdict

UNP looks attractive at current levels — Wall Street's consensus rating is "Buy" with a $333 price target (+21.0% upside from $275.53). This is informational only — verify the data and consider your own risk tolerance before deciding.

What are recent analyst rating changes for UNP?
Timing

Timing depends on your horizon, but the data signals are: consensus rating "Buy" with +21.0% upside to the $333 target.

What is the price target for UNP stock?
Price Target

UNP's consensus 12-month price target is $333, set by 47 Wall Street analysts. The bull case high is $363 and the bear case low is $294. From the current price of $275.53, this implies +21.0% upside.

Is UNP overvalued or undervalued?
Valuation

UNP appears undervalued — the $333 consensus target is +21.0% above today's $275.53. It trades at a forward P/E of 21.1x. Targets range from $294 (bear) to $363 (bull), reflecting different assumptions about growth and margins.

What were UNP's latest earnings results?
Earnings

UNP reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Buy" with a $333 target. Consider position sizing rather than going all-in pre-print.

What is the bull case for UNP?
Coverage

Of 47 analysts covering Union Pacific Corporation (UNP): 1 Strong Buy, 28 Buy, 17 Hold, 1 Sell, 0 Strong Sell — a "Buy" consensus. The 12-month price target is $333 (range $294–$363). Bullish analysts outnumber bearish by more than 2-to-1.

What are the risks of investing in UNP?
Risks

1 of the 47 analysts covering UNP rate it Sell or Strong Sell. Common concerns include valuation stretch, slowing growth, and sector-specific headwinds — see the Bull vs. Risk cards above for the specific theses on Union Pacific Corporation.

Financial Data & Software Notice: VCP Scanner is an educational financial research database and stock screening software platform. VCP Scanner does not generate, recommend, or package trade decisions, buy/sell signals, or personalized investment advice. Consensus ratings and price targets reflect aggregated third-party Wall Street analyst research from public SEC filings. See our Terms of Service and Privacy Policy.