Susquehanna cuts target for Union Pacific stock to USD 333.00

Published on 10/05/2026 at 13:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 11.5 percent to USD 6.86 billion. Union Pacific stock costs EUR 248.20 on October 5, 2026 versus EUR 247.60.

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Union Pacific (ISIN US9078181081) was trading at EUR 248.20 at Lang & Schwarz on October 5, 2026 at 1:36 p.m. CEST, up 0.24 percent from the EUR 247.60 prior close. The latest analyst action came on October 2, when MarketBeat reported that Susquehanna cut its Union Pacific target from USD 345.00 to USD 333.00 while keeping a positive rating.

Target cut meets strong results

The target reduction stands against a solid second-quarter operating picture. According to MarketBeat, Union Pacific reported second-quarter 2026 revenue of USD 6.86 billion, up 11.5 percent from the prior-year quarter, and adjusted earnings per share of USD 3.41 versus a USD 3.26 consensus estimate.

The financial data for the second quarter of 2026 also show GAAP net income of USD 1.99 billion and diluted earnings per share of USD 3.36. Operating cash flow reached USD 3.08 billion in the same period, giving the results a stronger cash dimension than revenue growth alone.

Merger review remains the counterweight

Union Pacific's proposed combination with Norfolk Southern remains a major strategic variable. The Surface Transportation Board said on September 18, 2026, that it denied motions seeking summary denial of the revised application but emphasized that the decision was not a ruling on the merger's merits.

The regulatory timetable extends into 2027. Opening comments are due November 18, 2026, and responses are due February 16, 2027, according to the board. That timetable makes the USD 333.00 target a shorter-term valuation signal, while the merger remains a longer-duration source of potential change and regulatory risk.

Stock stays below its yearly high

Union Pacific had a market capitalization of USD 165.3 billion as of October 2, 2026. Its same-date 52-week range was USD 215.53 to USD 315.99, placing the stock below its yearly peak even as the latest quarterly figures showed double-digit revenue growth.

At Lang & Schwarz, Union Pacific was trading at EUR 248.20 on October 5, 2026 at 1:36 p.m. CEST, plus 0.24 percent versus the prior close of EUR 247.60. The further course of trading is shown by the continuously updated real-time quote of Union Pacific stock.