UNP

Union Pacific is highlighted as a long‑term investment, with a potential Norfolk Southern merger that could streamline freight routes and cut handoffs.

Union Pacific’s Q3 2026 results show revenue of $7.2 billion and net income of $2.1 billion, with EPS growth guidance and a $3.5 billion capital plan, emphasizing network efficiency and fuel economics.

The stock fell 1.8% after a strong Q3, but earnings per share stayed above $3.50, reflecting solid profit and record freight volumes.

Analysts raised their forecasts after Union Pacific beat Q3 estimates, noting a 15% rise in EPS and revenue and a $3.5 billion capital spend.

Citigroup keeps a Buy rating on Union Pacific and lifts its price target to $348 from $338.

JP Morgan stays Neutral on Union Pacific and lowers its price target to $321 from $322.

Union Pacific just beat earnings and raised its dividend for the 20th straight year, but a looming merger is redirecting billions away from shareholders. Here is what income investors need to know before the deal closes in 2027.

Evercore ISI maintains an Outperform rating on Union Pacific and raises its price target to $329 from $324.