Analysts Set TransUnion (NYSE:TRU) PT at $94.92

TransUnion (NYSE:TRU) has received an average rating of “Moderate Buy” from the fourteen analysts that are covering the stock, MarketBeat Ratings reports. Five investment analysts have rated the stock with a hold recommendation, eight have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year target price among analysts that have issued ratings on the stock in the last year is $94.9231.

Several equities research analysts have recently commented on the company. Wells Fargo & Company reduced their price objective on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. Bank of America began coverage on TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $111.00 target price on shares of TransUnion in a research note on Friday, February 13th. Finally, Stifel Nicolaus dropped their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research report on Friday, February 13th.

Insider Buying and Selling at TransUnion

In related news, EVP Tiffani Chambers sold 4,318 shares of TransUnion stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the sale, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the transaction, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. The trade was a 1.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 7,818 shares of company stock valued at $663,883 over the last ninety days. 0.22% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On TransUnion

Several hedge funds have recently modified their holdings of TRU. Allianz Asset Management GmbH increased its stake in TransUnion by 202.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock worth $13,732,000 after acquiring an additional 109,662 shares during the last quarter. Principal Financial Group Inc. grew its holdings in shares of TransUnion by 5,046.6% in the third quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock valued at $36,267,000 after purchasing an additional 424,470 shares in the last quarter. Oregon Public Employees Retirement Fund bought a new stake in TransUnion in the third quarter worth $3,284,000. Diamond Hill Capital Management Inc. raised its stake in TransUnion by 7.8% during the third quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock valued at $28,648,000 after purchasing an additional 24,641 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC lifted its position in TransUnion by 3.2% during the third quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock valued at $37,375,000 after purchasing an additional 13,952 shares during the last quarter.

TransUnion Price Performance

NYSE TRU opened at $74.33 on Monday. The company has a 50-day moving average price of $80.73 and a 200-day moving average price of $83.13. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The firm has a market capitalization of $14.44 billion, a P/E ratio of 32.04, a PEG ratio of 1.32 and a beta of 1.70.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $1.13 billion. During the same period in the previous year, the business posted $0.97 earnings per share. The firm’s quarterly 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. Equities research analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be issued a $0.125 dividend. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.50 annualized dividend and a yield of 0.7%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is currently 19.83%.

About TransUnion

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.