Wall Street Zen Upgrades TransUnion (NYSE:TRU) to “Buy”

TransUnion (NYSE:TRU) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Sunday, Wall Street Zen reports.

A number of other research firms have also recently commented on TRU. Bank of America reduced their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday, May 19th. Needham & Company LLC increased their price objective on shares of TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Wells Fargo & Company increased their price objective on shares of TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $106.00 target price on shares of TransUnion in a research report on Wednesday, July 29th. Finally, Barclays upped their price target on TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $94.38.

TransUnion Price Performance

Shares of TRU opened at $79.89 on Friday. The firm has a market cap of $15.31 billion, a PE ratio of 21.08, a price-to-earnings-growth ratio of 1.31 and a beta of 1.54. TransUnion has a 52-week low of $63.37 and a 52-week high of $95.50. The business’s 50 day moving average price is $79.95 and its two-hundred day moving average price is $74.17. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter last year, the firm posted $1.08 EPS. The company’s quarterly revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, equities analysts anticipate that TransUnion will post 4.24 EPS for the current year.

Insider Activity

In related news, CAO Jennifer A. Williams sold 1,070 shares of the firm’s stock in a transaction dated 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 owned 4,327 shares of the company’s stock, valued at approximately $365,934.39. This trade represents a 19.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Zuiker sold 8,673 shares of TransUnion stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total value of $680,743.77. Following the transaction, the executive vice president owned 41,883 shares of the company’s stock, valued at $3,287,396.67. This trade represents a 17.16% 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. Over the last three months, insiders sold 49,160 shares of company stock valued at $3,969,871. 0.37% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the stock. Geneos Wealth Management Inc. grew its holdings in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new position in TransUnion during the 3rd quarter worth $36,000. Osterweis Capital Management Inc. purchased a new position in TransUnion during the 2nd quarter worth $45,000. EverSource Wealth Advisors LLC grew its stake in shares of TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after acquiring an additional 197 shares in the last quarter. Finally, Essential Partners LLC grew its stake in shares of TransUnion by 63.7% in the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock worth $42,000 after acquiring an additional 237 shares in the last quarter.

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.