TransUnion (NYSE:TRU) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

TransUnion (NYSE:TRU) had its price target increased by analysts at Needham & Company LLC from $85.00 to $95.00 in a research note issued to investors on Wednesday, Benzinga reports. The brokerage currently has a “buy” rating on the business services provider’s stock. Needham & Company LLC‘s price target would suggest a potential upside of 26.45% from the stock’s previous close.

A number of other research analysts also recently issued reports on TRU. Mizuho reduced their price objective on shares of TransUnion from $77.00 to $74.00 and set a “neutral” rating on the stock in a research report on Monday, October 19th. Stifel Nicolaus raised their target price on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Griffin Securities set a $98.00 target price on shares of TransUnion in a research note on Wednesday, July 29th. Robert W. Baird boosted their price target on shares of TransUnion from $108.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Finally, The Goldman Sachs Group reduced their price target on shares of TransUnion from $77.00 to $68.00 and set a “neutral” rating on the stock in a research report on Friday, October 2nd. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $91.81.

TransUnion Trading Down 5.6%

Shares of TRU stock opened at $75.13 on Wednesday. TransUnion has a fifty-two week low of $60.96 and a fifty-two week high of $89.12. The business’s 50 day moving average price is $74.93 and its 200-day moving average price is $74.41.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, October 27th. The business services provider reported $1.25 EPS for the quarter, beating analysts’ consensus estimates of $1.21 by $0.04. The business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.31 billion. During the same quarter in the prior year, the company earned $1.10 EPS. TransUnion’s revenue was up 12.2% compared to the same quarter last year. On average, equities research analysts expect that TransUnion will post 4.24 earnings per share for the current fiscal year.

Insider Buying and Selling

In other TransUnion news, insider Todd Skinner sold 1,000 shares of the 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 completion of the transaction, the insider owned 54,764 shares in the company, valued at approximately $3,411,249.56. This represents a 1.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer Williams sold 1,070 shares of the firm’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $84.57, for a total value of $90,489.90. Following the transaction, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at $365,934.39. This represents a 19.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 41,377 shares of company stock valued at $3,200,570 over the last 90 days. 0.37% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the business. BlackRock Inc. purchased a new stake in TransUnion in the second quarter worth about $1,367,560,000. Ninety One UK Ltd lifted its holdings in shares of TransUnion by 20.6% during the third quarter. Ninety One UK Ltd now owns 4,044,338 shares of the business services provider’s stock valued at $247,190,000 after purchasing an additional 689,649 shares during the last quarter. Jupiter Topco LLC purchased a new position in shares of TransUnion during the second quarter valued at approximately $280,292,000. Janus Henderson Group PLC boosted its position in shares of TransUnion by 8.5% in the 1st quarter. Janus Henderson Group PLC now owns 3,740,326 shares of the business services provider’s stock worth $258,794,000 after purchasing an additional 293,091 shares in the last quarter. Finally, Meritage Group LP bought a new stake in shares of TransUnion in the 2nd quarter worth approximately $263,751,000.

Key Headlines Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q3 earnings beat expectations. TransUnion reported adjusted EPS of $1.25, above the $1.21 consensus and up from $1.10 a year earlier. Revenue reached $1.31 billion, in line with estimates and 12.2% higher year over year. TransUnion Announces Strong Third Quarter 2026 Results
• Positive Sentiment: Management maintained an upbeat growth outlook. TransUnion signaled 8%–9% organic constant-currency revenue growth for 2026, despite mortgage-market headwinds. The company also plans approximately $500 million in share repurchases. TransUnion Signals 2026 Growth and Buybacks
• Positive Sentiment: Shareholder returns increased. The quarterly dividend was raised 8% to $0.135 per share, or $0.54 annually, while the company expanded its repurchase authorization to $2 billion. TransUnion Raises Dividend and Expands Buyback
• Neutral Sentiment: Fraud-prevention demand remains a potential growth driver. TransUnion launched new transaction-matching and fraud-score capabilities as consumers and merchants face increasingly sophisticated digital fraud, particularly ahead of the holiday shopping season. Nearly Half of Canadians Report Being Targeted by Digital Fraud
• Negative Sentiment: Near-term guidance slightly disappointed. Although revenue was in line for Q3, quarterly revenue guidance reportedly came in modestly below Wall Street expectations. Investors also remain concerned about margins and mortgage-related weakness, contributing to a post-earnings “sell-the-news” reaction. TransUnion Q3 2026 Earnings Results

TransUnion Company Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. The company collects, analyzes and delivers data related to credit, identity, fraud and consumer behavior, serving customers across financial services, insurance, healthcare, retail, telecommunications and other industries.

Its products and services include consumer credit reports and scores, credit-risk assessment, marketing and audience insights, identity verification, fraud detection, investigative tools and decisioning software.