Citigroup cuts target for Union Pacific stock to USD 338.00

Published on 10/16/2026 at 16:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Erste raised 2026 earnings to USD 13.12 on October 8, 2026. Union Pacific stock costs EUR 258.25 on October 16, 2026, up 0.88 percent versus the Xetra close.

Analyst targets and upcoming results

Citigroup lowered its Union Pacific target to USD 338.00 on October 7, 2026.
Erste Group raised its 2026 earnings estimate to USD 13.12 on October 8, 2026.
Union Pacific stock costs EUR 258.25 at Lang & Schwarz on October 16, 2026 at 6:02 p.m. CEST, 0.88 percent above the Xetra close of October 15, 2026.
Union Pacific will release third-quarter results on October 22, 2026.

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Citigroup cut its Union Pacific target from USD 349.00 to USD 338.00 on October 7, 2026, while keeping a Buy rating, according to MarketBeat. Against Union Pacific's USD 290.30 NYSE price on October 16, 2026, the new target stands 16.43 percent higher. Union Pacific stock was trading at EUR 258.25 at Lang & Schwarz on October 16, 2026 at 6:02 p.m. CEST, 0.88 percent above the Xetra close of October 15, 2026.

Erste raises 2026 earnings view

Erste Group Bank raised its 2026 earnings-per-share estimate to USD 13.12 from USD 13.08 in a research report issued on October 8, 2026, according to MarketBeat. The estimate was above the USD 13.05 consensus cited in the same report. For investors, the analyst debate is therefore centered on earnings power rather than the small euro move.

Stock position and trading range

The second-quarter numbers provide the latest reported operating reference. Union Pacific recorded USD 6.864 billion in revenue and USD 1.993 billion in net income for the quarter ended June 30, 2026, according to MarketBeat. Diluted earnings per share were USD 3.36 for that quarter.

Union Pacific's USD 215.53 to USD 315.99 52-week range places the current NYSE price 8.13 percent below the high and 34.70 percent above the low. The euro quote's intraday bid was EUR 257.70 and the ask was EUR 258.80 at the Lang & Schwarz timestamp. The next earnings release is scheduled for October 22, 2026, at 7:45 a.m. ET, according to the company's Union Pacific press-release information.

Comparison with peers

Union Pacific: plus 0.88 percent, P/E 23.51, market capitalization USD 172.5 billion.

CSX (Nasdaq, USD): plus 0.73 percent, P/E 28.38, market capitalization USD 90.9 billion.

Norfolk Southern (NYSE, USD): plus 0.70 percent, P/E 27.89, market capitalization USD 73.5 billion.

Valuation and the next date

Union Pacific's market capitalization was USD 172.5 billion, with a P/E ratio of 23.51 and a trailing dividend yield of 2.00 percent on October 16, 2026. The scheduled October 22 results date gives the next clear checkpoint for the estimates and the target debate.

What the target implies

Citigroup's USD 338.00 target is 16.43 percent above the USD 290.30 NYSE price, while the euro quotation sits below its 52-week high. The stock's operating scale remains visible in its USD 6.864 billion second-quarter revenue, but the next report will determine whether the higher earnings estimates gain fresh support.

The further course of trading is shown by the continuously updated real-time quote of Union Pacific stock.