TransUnion (NYSE:TRU) Earns Neutral Rating from Analysts at Bank of America

Bank of America began coverage on shares of TransUnion (NYSE:TRU) in a research note issued on Tuesday. The firm set a “neutral” rating and a $83.00 price target on the business services provider’s stock. Bank of America‘s price target would suggest a potential upside of 12.41% from the stock’s current price.

Other equities research analysts have also recently issued research reports about the company. Wells Fargo & Company decreased their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday. The Goldman Sachs Group reissued a “neutral” rating and issued a $80.00 price objective on shares of TransUnion in a research note on Friday. Barclays dropped their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday. Stifel Nicolaus dropped their target price on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday. Finally, Robert W. Baird set a $107.00 price target on shares of TransUnion in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $94.92.

TransUnion Trading Up 4.3%

TRU opened at $73.83 on Tuesday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 2.01. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $101.19. The company’s 50 day moving average price is $82.07 and its two-hundred day moving average price is $83.91. The firm has a market capitalization of $14.34 billion, a price-to-earnings ratio of 31.83, a PEG ratio of 1.42 and a beta of 1.70.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same quarter in the previous year, the business earned $0.97 earnings per share. TransUnion’s revenue was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. As a group, research analysts predict that TransUnion will post 3.99 earnings per share for the current year.

Insider Transactions at TransUnion

In related news, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total value of $371,348.00. Following the transaction, the executive vice president directly owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. The trade was a 7.89% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total value of $39,395.00. Following the completion of the sale, the insider owned 31,725 shares in the company, valued at approximately $2,499,612.75. The trade was a 1.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 7,818 shares of company stock valued at $663,883 over the last ninety days. 0.25% of the stock is currently owned by insiders.

Institutional Investors Weigh In On TransUnion

Several institutional investors have recently added to or reduced their stakes in TRU. Massachusetts Financial Services Co. MA boosted its position in shares of TransUnion by 4.8% in the second quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after acquiring an additional 1,046,391 shares during the period. Vanguard Group Inc. increased its holdings in TransUnion by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after acquiring an additional 517,098 shares during the period. Dodge & Cox purchased a new stake in TransUnion in the 4th quarter worth approximately $843,952,000. State Street Corp boosted its holdings in TransUnion by 0.7% in the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after purchasing an additional 50,232 shares during the period. Finally, Van ECK Associates Corp grew its position in shares of TransUnion by 7.0% during the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after purchasing an additional 323,149 shares in the last quarter.

TransUnion Company Profile

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.