October 26, 2025 a 09:00 am
UNP: Analysts Ratings - Union Pacific Corporation
The Union Pacific Corporation, a pivotal player in the US railroad sector, offers a strong and diverse service portfolio. As indicated by recent analyst ratings, the overall sentiment remains cautiously optimistic, marked by a notable presence of 'Buy' and 'Hold' recommendations. Analysts continue to favor the company's robust rail network and logistical operations, which serve critical segments such as agriculture, automotive, and construction.
Historical Stock Grades
The trend of analyst recommendations over the past few months reflects a stable outlook, with a significant number of 'Buy' and 'Hold' ratings. The latest data as of October 2025 shows a prevalence of positive sentiments with no 'Sell' or 'Strong Sell' recommendations, underscoring confidence in the stock's fundamentals.
| Recommendation | Count | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 14 | |
| Hold | 11 | |
| Sell | 0 | |
| Strong Sell | 0 |
Sentiment Development
- Over recent months, analyst sentiment towards Union Pacific has shown a subtle shift. The number of 'Strong Buy' ratings has decreased, while 'Buy' and 'Hold' ratings remain steady, indicating a more cautious approach.
- The total number of ratings has seen minor fluctuations, with no significant trend in changes in the number and type of recommendations.
- 'Hold' ratings have remained consistent, suggesting analysts are in a wait-and-see mode, potentially hinting at perceived risks or overvaluation.
Percentage Trends
- The proportion of 'Buy' ratings remains high at approximately 56%, showcasing strong confidence but tempered slightly by rising 'Hold' sentiments.
- The transition in 'Strong Buy' recommendations from 6-8% down to 4% suggests increased conservatism amongst analysts.
- Despite fluctuations, a general trend towards stability is noted, with equal weight on optimism and caution.
- Recent months depict a stable analyst sentiment distribution, leaving little room for significant volatility.
Latest Analyst Recommendations
The latest recommendations depict a consistent analytical stance with maintained ratings across the board, reinforcing bullish sentiments without new ratings shifts.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-24 | Buy | Buy | TD Cowen |
| 2025-10-24 | Outperform | Outperform | BMO Capital |
| 2025-10-24 | Neutral | Neutral | JP Morgan |
| 2025-10-24 | Buy | Buy | Citigroup |
| 2025-10-13 | Buy | Buy | Citigroup |
Analyst Recommendations with Change of Opinion
Recommendations with a shift in opinion highlight strategic reevaluations from the analysts, illustrating dynamic market assessments chiefly driven by evolving market conditions and company performance.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-09-16 | Hold | Sell | Loop Capital |
| 2025-09-15 | Buy | Neutral | Citigroup |
| 2025-08-12 | Hold | Buy | Argus Research |
| 2025-07-30 | Neutral | Buy | Citigroup |
| 2025-07-25 | Buy | Hold | Jefferies |
Interpretation
The prevailing sentiment reflects a nuanced yet overall positive view on Union Pacific's potential. The steady reinforcement of 'Buy' and 'Hold' shows moderate confidence in the company's business model and market positioning. Observations of rating shifts indicate adaptive assessments aligned with financial results and market conditions. Despite marginal variations in sentiment, potential uncertainties are overshadowed by systemic strengths in logistics and market coverage.
Conclusion
Union Pacific Corporation continues to maintain a solid standing in the market, supported by robust analytical sentiment. While recent months show a slight conservative shift among analysts, the continuation of 'Buy' and 'Hold' recommendations underscores lingering confidence in the company's operational capabilities. The evolving sentiment serves as a reminder of external market factors impacting decision-making, but with the overlying potential for stability and growth, UNP remains a key stock to watch closely for potential opportunity and risk adjustments.