May 12, 2026 a 08:38 am
UNP: Analysts Ratings - Union Pacific Corporation
The Union Pacific Corporation (UNP) continues to exhibit a stable position in the railroad industry with diverse transportation services. Analysts remain cautiously optimistic, as reflected by a strong buy and buy ratings predominating their assessments. Recent developments hint at a rebalancing in analyst sentiments, with an uptick in hold ratings suggesting a more measured outlook.
Historical Stock Grades
The following table provides a snapshot of the most recent analyst ratings for Union Pacific Corporation as of May 2026.
| Rating | Count | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 14 | |
| Hold | 7 | |
| Sell | 0 | |
| Strong Sell | 1 |
The historic trend of analyst ratings shows a shift from consensus buys to a slight increase in hold recommendations over recent months.
The stock price chart illustrates the performance of UNP amidst the evolving analyst ratings.
Sentiment Development
The past months have seen a notable adjustment in analyst sentiment towards Union Pacific Corporation:
- The number of strong buy ratings has halved from the high of 8 in late 2024 to 2 in May 2026.
- Hold ratings saw a fluctuation, peaking at 14 in January 2025 and subsequently decreasing to 7 by May 2026.
- Strong sell decisions remain minimal, reflecting ongoing confidence in UNP stability.
Percentage Trends
The percentage distribution of ratings over the years sheds light on shifting analyst sentiment:
- The percentage of buy ratings remains dominant, though there's a visible shift towards more neutral stances.
- Percentage of hold ratings increased, suggesting a strategic reassessment by analysts observed over the last 12 months.
- There's noticeable caution reflected as strong buy ratings decline from 25% in 2025 to 6% in 2026.
Latest Analyst Recommendations
Here are the latest analysts' recommendations for UNP:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-04-24 | Buy | Buy | Benchmark |
| 2026-04-24 | Outperform | Outperform | RBC Capital |
| 2026-04-24 | Neutral | Neutral | JP Morgan |
| 2026-04-24 | Overweight | Overweight | Barclays |
| 2026-04-24 | Overweight | Overweight | Wells Fargo |
Analyst Recommendations with Change of Opinion
Recent changes in analyst opinions for UNP include:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-03-19 | Outperform | In Line | Evercore ISI Group |
| 2026-03-06 | Outperform | Neutral | Baird |
| 2026-01-07 | Market Perform | Outperform | BMO Capital |
| 2025-12-11 | Hold | Buy | Deutsche Bank |
| 2025-09-16 | Hold | Sell | Loop Capital |
Interpretation
The analysis conveys a cautious but steady sentiment toward Union Pacific Corporation stock. While buy ratings remain prevalent, the uptrend in hold ratings hints at a conservative outlay amid market uncertainties. The consistent absence of significant sell ratings highlights confidence in the company’s resilience. Analysts demonstrate moderate assurance but with evidence of strategic conservatism as shown by the drop in strong buys. The underlying stability of UNP amid this caution is noteworthy.
Conclusion
Union Pacific Corporation is navigating through a dynamic environment with moderate adjustments in analyst sentiments. The persistence of buy ratings reflects sustained positivity, although a growing trend towards holds suggests prudence. Analysts remain reasonably assured of the company’s course, but with hedged bets against prospective market fluctuations. The analysis indicates opportunities for cautious long-term investment tempered by a watchful eye on sectorial influences and economic conditions.
Smart Data Insight
Master the Perfect Entry & Exit for this Stock
Don't leave your profits to chance. Historically, this stock follows specific seasonal patterns that institutional traders use to maximize returns.
- ✅ Identify the "Golden Buying Window"
- ✅ Avoid high-risk correction cycles
- ✅ Backtested data from the last 20+ years