Union Pacific: Susquehanna maintains Positive, PT down to $257 from $260.

Union Pacific: Susquehanna maintains Positive, PT down to $257 from $260.

Union Pacific Corporation (NYSE:UNP) has received a significant update to its stock rating from Susquehanna Financial Group. The investment bank has maintained a "Positive" rating on Union Pacific but has adjusted its price target (PT) down to $257 from the previous $260. This change comes amid a flurry of analyst activity surrounding the railroad operator.

Susquehanna's latest research note reflects a cautious approach to Union Pacific's stock, despite the company's recent strong performance. In its earnings report, Union Pacific exceeded expectations with $3.03 earnings per share and a revenue of $6.15 billion, marking a 2.4% year-over-year increase. The company's institutional ownership stands at 80.38%, indicating robust backing from major financial players [1].

Union Pacific's stock has been the subject of multiple ratings updates in recent weeks. Wells Fargo & Company, for instance, raised its price target to $260, pointing to a potential 16.09% upside from the previous close. Meanwhile, other analysts have provided varied ratings and price targets, with an average rating of "Moderate Buy" and a consensus price target of $259.67 [1].

The proposed merger between Union Pacific and Norfolk Southern, valued at $85 billion, has also been a significant development. If approved, this deal would create the first coast-to-coast freight rail operator in the United States, reshaping the movement of goods from grains to autos across the country. The deal faces regulatory scrutiny and union concerns about potential rate increases, service disruptions, and job losses [2].

Institutional investors have shown interest in Union Pacific, with several firms increasing their stakes in the company. Highline Wealth Partners LLC, for example, lifted its position by 103.5% in the first quarter, while CBIZ Investment Advisory Services LLC and EnRich Financial Partners LLC also increased their holdings [1].

Despite the positive developments, Susquehanna's adjustment in the price target reflects a more cautious stance. The investment bank's decision underscores the importance of staying informed about the latest analyst ratings and price targets when making investment decisions.

References:
[1] https://www.marketbeat.com/instant-alerts/union-pacific-nyseunp-price-target-raised-to-26000-2025-07-25/
[2] https://www.aljazeera.com/economy/2025/7/29/union-pacific-to-buy-norfolk-southern-for-85bn