Zacks Analyst Insights: Morgan Stanley, Union Pacific, The Southern, and Aware
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
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Source: NASDAQ.COM
Zacks Analyst Blog Highlights: The Zacks Equity Research team featured stocks such as Morgan Stanley, Union Pacific Corp., The Southern Co., and Aware, Inc., providing insights into their performance and market conditions.
Morgan Stanley Performance: Morgan Stanley's shares have outperformed its industry, driven by its focus on wealth management and strategic acquisitions, although rising costs may impact future profitability.
Union Pacific Challenges: Union Pacific has underperformed its industry due to softening consumer markets and high inflation, prompting the company to cut costs while maintaining dividends amidst revenue pressures.
Southern Company and Aware, Inc. Updates: Southern Company shows stable growth potential despite high leverage risks, while Aware, Inc. is experiencing growth in its SaaS model but faces execution risks and volatile revenue streams.
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Analyst Views on UNP
Wall Street analysts forecast UNP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UNP is 265.27 USD with a low forecast of 245.00 USD and a high forecast of 289.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
9 Buy
6 Hold
0 Sell
Moderate Buy
Current: 233.580
Low
245.00
Averages
265.27
High
289.00
Current: 233.580
Low
245.00
Averages
265.27
High
289.00
About UNP
Union Pacific Corporation, through its principal operating company, Union Pacific Railroad Company, connects over 23 states in the western two-thirds of the country by rail, providing a critical link in the global supply chain. It maintains coordinated schedules with other rail carriers to move freight to and from the Atlantic Coast, the Pacific Coast, the Southeast, the Southwest, Canada, and Mexico. The railroad’s diversified business mix includes bulk, industrial, and premium. Its Bulk shipments consist of grain and grain products, fertilizer, food and refrigerated, and coal and renewables. The Industrial shipments consist of several categories, including construction, industrial chemicals, plastics, forest products, specialized products (primarily waste, salt, and roofing), metals and ores, petroleum, liquid petroleum gases (LPG), soda ash, and sand. Its Premium shipments include finished automobiles, automotive parts, and merchandise in intermodal containers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JP Morgan Lowers Target Price for Union Pacific Corp to $265 from $270
- Target Price Adjustment: JP Morgan has reduced the target price for Union Pacific Corp from $270 to $265.
- Market Impact: This adjustment reflects changes in market conditions and expectations for Union Pacific's performance.
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Union Pacific Reports Record Q4 2025 Earnings Amid Challenges
- Record Performance: Union Pacific reported a net income of $7.1 billion for 2025, reflecting a 6% increase, with earnings per share rising 8% to $11.98, showcasing the company's best-ever performance in safety, service, and operational excellence.
- Revenue Dynamics: Although fourth-quarter freight revenue declined 1% to $5.8 billion, the annual freight revenue set a record with a 3% increase, driven by strong core pricing gains and an additional 113,000 railcars.
- Shareholder Returns: Cash returned to shareholders grew by 25% in 2025, totaling $5.9 billion through dividends and share repurchases, underscoring the company's commitment to enhancing shareholder value.
- Future Outlook: Management anticipates mid-single-digit earnings growth for 2026, with plans for $3.3 billion in capital improvements, while emphasizing cost control and operating ratio enhancements amid inflation and macroeconomic pressures.
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