November 21, 2025 a 08:38 pm

UNP: Analysts Ratings - Union Pacific Corporation

Union Pacific Corporation stock analysis

Union Pacific Corporation, one of the leading railroad companies in the United States, has shown a stable analyst rating over the past months. Despite challenges in the transportation sector, the company continues to secure a robust Buy rating from analysts. This consistent recommendation reflects confidence in Union Pacific's ability to generate value for shareholders amid evolving market conditions.

Historical Stock Grades

The latest analyst ratings for Union Pacific Corporation reveal a firm conviction in the company's prospects. As of November 1, 2025, the distribution of ratings is predominantly in the Buy category, showcasing positive sentiment. The analysis of historical data underscores consistency, with minor fluctuations observed in specific categories over time.

Recommendation Number Score
Strong Buy 2
Buy 14
Hold 11
Sell 0
Strong Sell 0
Analyst Ratings History over the last year for UNP UNP Stock Price Chart

Sentiment Development

The sentiment around Union Pacific Corporation has remained relatively stable with a dominant Buy opinion. Over the last few months:

  • Strong Buy ratings have decreased from their 2024 levels, indicating cautious optimism.
  • Buy ratings have consistently held the majority, suggesting enduring confidence.
  • Hold ratings have shown variability, reflecting uncertainty and careful reassessment by analysts.
  • Sell and Strong Sell ratings are negligible, indicating minimal bearish outlook.

Percentage Trends

The percentage distribution of analyst ratings provides an insightful overview of sentiment shifts:

  • Strong Buy ratings reduced significantly from historical highs, while Hold ratings increased.
  • Buy ratings remained stable, reinforcing a positive bias in the market.
  • The absence of Sell recommendations showcases a firm belief in Union Pacific's resilience.
  • Over the past 12 months, there is a slight trend towards more conservative positions (from Strong Buy to Buy).

Latest Analyst Recommendations

Recent analyst recommendations indicate a maintained confidence in Union Pacific.

Date New Recommendation Last Recommendation Publisher
2025-10-24 Outperform Outperform BMO Capital
2025-10-24 Neutral Neutral JP Morgan
2025-10-24 Buy Buy Citigroup
2025-10-24 Buy Buy TD Cowen
2025-10-13 Buy Buy Citigroup

Analyst Recommendations with Change of Opinion

Recent shifts in analyst opinions highlight nuanced perspectives on Union Pacific's market position:

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 consistent Buy recommendations indicate strong trust in Union Pacific's market trajectory. Despite shifts from Strong Buy to Buy, the analyst sentiment remains broadly optimistic with substantial conviction. The upgrades from Hold and Sell positions suggest renewed confidence in key growth areas. This sustained positive trend underscores an enduring belief in Union Pacific's operational resilience amidst market fluctuations.

Conclusion

Union Pacific Corporation continues to garner positive analyst sentiment, reflecting a robust strategic position in the U.S. railroad industry. While there is a noticeable shift towards more conservative ratings, the overall outlook remains favorable with dominant Buy recommendations. Analysts' confidence in the company's ability to navigate market challenges and capitalize on growth opportunities is evident, yet a cautious approach is suggested given potential economic headwinds in the transportation sector. The evolving landscape requires ongoing vigilance to assess Union Pacific's positioning within the market effectively.