Susquehanna Raises Union Pacific (UNP) Price Target to $345
Key Points
- Susquehanna upgraded its price target on Union Pacific (UNP) to $345, up from $333, on October 27, 2026.
- Susquehanna's $345 price target implies 15.88% upside from Union Pacific Corporation's ($UNP) current $297.73 share price.
- UNP closed at $298.45 on the same day, trading about 13.7% below the new analyst target.
- The stock is currently rated as a 'buy' by analysts, with a mean target price of $330.50.
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On October 27, 2026, Susquehanna raised its price target for Union Pacific Corporation (UNP) to $345 from $333, reflecting a more positive outlook for the railroad company. This change came in the context of Union Pacific's recent performance and market position.
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Union Pacific Corporation
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Susquehanna's Call on Union Pacific
Susquehanna maintained a "Positive" rating while increasing its price target on Union Pacific. The new target of $345 suggests a potential upside as the stock closed at $298.45 on the same day. This adjustment indicates that Susquehanna sees room for growth in Union Pacific's value, especially considering the company's strong fundamentals.
Other Institutional Activity in Union Pacific
Alta Capital Management reduced its holdings in Union Pacific by 5,942 shares, leaving it with 20,328 shares valued at about $5.5 million as of October 26, 2026. This adjustment highlights some movement among institutional investors, although it contrasts with Susquehanna's bullish stance.
Union Pacific Corporation Stock Up 1.7%
Union Pacific shares are currently trading at $297.73, which is about 5.8% below its 52-week high of $315.99. The stock is also trading above its 200-day moving average by 10.7%, suggesting a strong long-term performance trend. However, it remains below the mean target price of $330.50 set by analysts, indicating a potential opportunity for growth.
$UNP price target
Union Pacific Corporation daily closes and this analyst's $345 target. Not advice.
Recent Earnings
Union Pacific reported trailing twelve-month revenue of approximately $26.36 billion, with a net margin of 28.9% and a return on equity of 38.7%. The company is expected to report its next earnings on January 26, 2027, which could provide further insights into its performance and outlook.
Analysts Set New Price Targets
On October 23, 2026, several firms maintained their ratings on Union Pacific. Citigroup rated it "Buy" with a target of $348, JP Morgan rated it "Neutral" with a target of $321, Evercore ISI Group rated it "Outperform" with a target of $329, and RBC Capital rated it "Outperform" with a target of $335. Susquehanna's new target of $345 fits well within this range, showing a consensus among analysts for a positive outlook.
About Union Pacific
Union Pacific Corporation operates in the railroad business in the United States through its subsidiary, Union Pacific Railroad Company. The company plays a crucial role in the transportation of goods across the country, making it a key player in the industrial sector.
Bottom Line
Investors should monitor Union Pacific's upcoming earnings report on January 26, 2027, as well as any further analyst updates. With Susquehanna's increased price target, the stock appears positioned for potential growth, despite current trading levels being below the new target.
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Source: Susquehanna's rating change on $UNP (Oct 27, 2026). Written by software, not financial advice. How we make alerts