TransUnion (NYSE:TRU) Receives $94.54 Consensus PT from Brokerages

Shares of TransUnion (NYSE:TRU) have earned an average recommendation of “Moderate Buy” from the thirteen brokerages that are covering the firm, Marketbeat.com reports. Five analysts have rated the stock with a hold recommendation, seven have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month price objective among brokers that have issued a report on the stock in the last year is $94.5385.

Several analysts have recently commented on the company. BMO Capital Markets raised TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. Robert W. Baird set a $107.00 price target on shares of TransUnion in a report on Friday, February 13th. The Goldman Sachs Group reduced their price target on TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $111.00 price target on shares of TransUnion in a research note on Friday, February 13th. Finally, Morgan Stanley dropped their price objective on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th.

TransUnion Price Performance

Shares of NYSE:TRU opened at $68.39 on Friday. The firm’s 50 day moving average is $75.59 and its two-hundred day moving average is $80.98. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08. The firm has a market capitalization of $13.20 billion, a P/E ratio of 29.41, a PEG ratio of 1.24 and a beta of 1.70. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping 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 analysts’ expectations of $1.13 billion. During the same period last year, the company posted $0.97 earnings per share. The business’s revenue for the quarter was up 13.0% on a year-over-year basis. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were paid a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. This is a boost from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is presently 21.55%.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 4,067 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $77.37, for a total transaction of $314,663.79. Following the transaction, the executive vice president directly owned 41,063 shares of the company’s stock, valued at $3,177,044.31. This represents a 9.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the transaction, the insider owned 61,592 shares in the company, valued at approximately $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 7,746 shares of company stock valued at $616,944. Company insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Covestor Ltd boosted its holdings in shares of TransUnion by 20.9% during the 3rd quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock worth $62,000 after buying an additional 127 shares during the period. DAVENPORT & Co LLC raised its holdings in TransUnion by 0.4% in the 3rd quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock worth $2,779,000 after acquiring an additional 137 shares during the period. Global Retirement Partners LLC lifted its position in TransUnion by 26.1% during the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock worth $59,000 after acquiring an additional 143 shares during the last quarter. Rovin Capital UT ADV boosted its holdings in TransUnion by 2.3% during the third quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider’s stock valued at $537,000 after acquiring an additional 147 shares during the period. Finally, Cornerstone Investment Partners LLC grew its position in shares of TransUnion by 1.7% in the third quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider’s stock valued at $860,000 after purchasing an additional 167 shares during the last quarter.

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.