Union Pacific Corp (UNP) Buy, Sell or Hold

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Union Pacific Corp (UNP)

286.96

+1.92 (0.67%)

as of Jul 10, 2026, 8:00:00 pm Market Open.

80 watching

Investor Insights

Jul 10, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Union Pacific Corp (UNP) is currently positioned as a promising player in the railroad sector with potential growth spurred by recent economic improvements in the U.S. Experts note that the company is in the process of merging with Norfolk Southern, which could create the first transcontinental railroad, offering significant cost savings and strategic advantages. While the stock has seen a rise since hitting lows in April, it has not yet experienced explosive growth, indicating a need for patience from potential investors. The rail operates in key markets, including agricultural, automotive, and chemical products, but faces challenges from market conditions and competition. Overall, analysts view UNP as a more appealing option compared to Canadian competitors.

Consensus

Positive

Valuation

Fair Value

Similar

CSX

BUY

Economic activity is picking up and rail is the way to ship goods.

BUY

Many moving parts here. They've lowered their operating leveraged ratios, but there are supply chain problems in the wider economy that are effecting UNP. But these factors are discounted in the stock already, and these problems will fade over time. Look for clearer skies in the future.

BUY ON WEAKNESS

Supply chain woes are a big issue for UNO which operates in the west coast connected to western ports. Shares have pulled back from $231 in May to $204 today. It's bouncing off last week's woes.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Oct 22/20, Up 9.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UNP has triggered its stop at $206. We recommend covering the balance of the position at this time. Combined with the previous recommendation to cover half the position, this results in a net investment gain over 14%.

BUY

Who will benefit from the $1 trillion infrastructure bill? There's a decade, not a month, of spending here, so there will be long-term gains for certain stocks. Technical analyst Bob Lang suggests: Lang says it has been trading in a box since march and is poised for a breakout. Another momentum indicator, MACD, recently shows the 50-day moving average crossing past the 200-day. If the stock rises above $229, it will break out.

BUY

They hold an analyst meeting on Tuesday. They just announced their quarter which was universally panned, but he believes that was a one-off and they will get back on track. Railroad analysts dislike this, but buy shares before the meeting.

COMMENT

The market can get it wrong. Last week, UNP reported very disappointed numbers, but the CEO then explained a lot of one-time issue in the weather. Didn't matter. The stock continued to fall. The seller were dead wrong as the stock roared back to a new high today.

BUY

They report next week and he expects them to tout new efficiencies.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Oct 22/20, Up 19.6%)Stochchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UNP has achieved its $225 target. To be disciplined, we recommend covering 50% of the position and trailing up the stop (from $160) to $206. This would all but guarantee a minimum investment return over 14%.

BUY ON WEAKNESS

A quality cylical to buy on weakness. It's levered so many ways to the reopening: infrastrucuture will boom, and UNP hauls cement UP Biden wants clean energy, and UNP moves wind turbines; in the housing boom, UNP moves applicances, lumber and roofing products; oil is coming back, so UNP moves oil. It's a one-stop shop for the reopening. Amazing managers and are energy efficient and good for the environment. It took a slight hit on the CPR-KC deal announcement, but bounced back today.

BUY

There's a general stock shortage in the rails, especially with today's news that CP will buy KSU, which helps drive up the prices of these stocks.

COMMENT

A past pick from summer 2020 when we started turning the corner on the pandemic It has outpaced the S&P since last summer. Like all rails, UP has been on fire the last couple of months. They report Thursday morning.

COMMENT

Reports Thursday. The railways are rallying no matter what. After their last report, it sold off, but the stock has come back. Efficiencies and expense controls have driven the stock.

BUY ON WEAKNESS

Known as the top US rail, full of the best, most-lucrative routes and enjoys scale. The CEO is great. However, Q3 report missed; revenues are down 11% YOY. Unlike its peers, earnings came in weaker than expected and didn't offer guidance. Has been falling 12% in the past week. Why? Well, expectations were too high for the nation's top rail. The bar is set so high. Expectation were high for its fast recovery, because it's the rail most levered to the Chinese economic boom, since it operates on the west coast. They've grown more efficient in recent years but they've now reached maximum efficiency. This still is a great stock, but needs a new catalyst to keep rising. (He suggest they buy KC Southern RR.) If this continues to fall, buy it.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

We are being rewarded with the recent pullback of this buy on weakness target following recent earnings. EPS hit $2.01, missing analyst expectations for $2.05; however, carloads jumped 19% over the quarter. The company operates the 2nd largest rail network in the US. Revenues have been impacted lately by pandemic related drops in shipping, but the company is essential to products moving again once the economy finds its footing. Already retailers and manufacturers are reporting sizable inventory declines, which is surely going to lead to an urgent need to ship more supplies. It pays a nice dividend and has a safe payout ratio of less than 50% cash flow, which means you get paid to wait for the recovery. We would trade this with a $160 stop-loss, looking to a technical target near $225 -- 20% upside. Yield 1.95% (Analysts’ price target is $212.44)

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Union Pacific Corp (UNP)