TransUnion (NYSE:TRU) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of TransUnion (NYSE:TRU) from a hold rating to a buy rating in a research report sent to investors on Saturday morning.

Several other analysts also recently weighed in on TRU. Stifel Nicolaus cut their price target on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Wells Fargo & Company dropped their target price on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Needham & Company LLC cut their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Finally, Robert W. Baird set a $107.00 price target on TransUnion in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $94.54.

TransUnion Trading Up 1.2%

Shares of NYSE TRU opened at $70.79 on Friday. TransUnion has a 1 year low of $65.24 and a 1 year high of $99.39. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. The firm has a 50-day moving average of $77.84 and a 200 day moving average of $81.86. The stock has a market cap of $13.63 billion, a P/E ratio of 30.51, a price-to-earnings-growth ratio of 1.28 and a beta of 1.70.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share 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 business had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter in the prior year, the company earned $0.97 earnings per share. The business’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, sell-side analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

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

Insiders Place Their Bets

In other TransUnion news, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the sale, the executive vice president directly owned 50,427 shares in the company, 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 is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on 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 directly owned 61,592 shares in the company, 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 12,064 shares of company stock worth $988,292 in the last 90 days. Insiders own 0.25% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Massachusetts Financial Services Co. MA increased its position in shares of TransUnion by 4.8% during the 2nd 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 purchasing an additional 1,046,391 shares during the last quarter. Vanguard Group Inc. lifted its stake in shares of TransUnion by 2.8% in 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 purchasing an additional 517,098 shares during the period. Dodge & Cox purchased a new position in shares of TransUnion in the fourth quarter worth approximately $843,952,000. Independent Franchise Partners LLP boosted its holdings in shares of 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 worth $783,489,000 after buying an additional 4,561,619 shares during the last quarter. Finally, State Street Corp grew its position in TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after buying an additional 50,232 shares during the period.

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.