TransUnion (NYSE:TRU) Stock Has Consensus Target Price of $92.75

TransUnion (NYSE:TRU) has received a consensus recommendation of “Moderate Buy” from the sixteen analysts that are presently covering the company, MarketBeat Ratings reports. Six equities research analysts have rated the stock with a hold recommendation and ten have given a buy recommendation to the company. The average 1 year target price among analysts that have updated their coverage on the stock in the last year is $92.75.

Several analysts recently issued reports on TRU shares. Robert W. Baird boosted their price objective on shares of TransUnion from $108.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. BMO Capital Markets lifted their target price on shares of TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Stifel Nicolaus raised their target price on TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Weiss Ratings raised TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Finally, Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, October 3rd.

Insiders Place Their Bets

In related news, EVP Mohamed Abdelsadek sold 1,250 shares of TransUnion stock in a transaction on Monday, September 14th. The stock was sold at an average price of $79.07, for a total value of $98,837.50. Following the completion of the transaction, the executive vice president directly owned 53,431 shares in the company, valued at approximately $4,224,789.17. This trade represents a 2.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd Skinner sold 1,000 shares of the business’s stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $62.29, for a total value of $62,290.00. Following the transaction, the insider directly owned 54,764 shares of the company’s stock, valued at $3,411,249.56. The trade was a 1.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 62,975 shares of company stock valued at $5,062,870. 0.37% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in TRU. BlackRock Inc. acquired a new stake in TransUnion during the 2nd quarter worth $1,367,560,000. Independent Franchise Partners LLP lifted its stake in TransUnion by 99.7% in the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after buying an additional 4,561,619 shares during the last quarter. Van ECK Associates Corp lifted its stake in TransUnion by 7.0% in the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after buying an additional 323,149 shares during the last quarter. Jupiter Topco LLC acquired a new stake in shares of TransUnion in the second quarter valued at approximately $280,292,000. Finally, Janus Henderson Group PLC boosted its holdings in shares of TransUnion by 8.5% in the first quarter. Janus Henderson Group PLC now owns 3,740,326 shares of the business services provider’s stock valued at $258,794,000 after acquiring an additional 293,091 shares during the period.

TransUnion Trading Up 2.9%

Shares of TRU opened at $64.65 on Tuesday. TransUnion has a 12-month low of $60.96 and a 12-month high of $89.12. The firm has a market capitalization of $12.39 billion, a P/E ratio of 17.06, a P/E/G ratio of 1.07 and a beta of 1.58. The firm has a 50-day moving average price of $76.43 and a 200 day moving average price of $73.42. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU) last issued its earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same period in the previous year, the firm earned $1.08 earnings per share. TransUnion’s quarterly revenue was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts forecast that TransUnion will post 4.25 EPS for the current year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were given a dividend of $0.1250 per share. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.8%. TransUnion’s dividend payout ratio is currently 13.19%.

TransUnion Company Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.