TransUnion (NYSE:TRU) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of TransUnion (NYSE:TRU) have earned an average rating of “Moderate Buy” from the sixteen brokerages that are covering the stock, MarketBeat Ratings reports. Six investment analysts have rated the stock with a hold recommendation and ten have assigned a buy recommendation to the company. The average 1-year target price among brokerages that have issued ratings on the stock in the last year is $94.3750.

Several equities analysts have issued reports on the company. Stifel Nicolaus lifted their price objective on TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Morgan Stanley restated an “overweight” rating and set a $106.00 target price on shares of TransUnion in a report on Wednesday, July 29th. Wells Fargo & Company raised their target price on TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Needham & Company LLC lifted their price target on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Finally, Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Monday.

Insider Activity at TransUnion

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the sale, the executive vice president directly owned 57,182 shares of the company’s stock, valued at $4,860,470. This represents a 29.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven Chaouki sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the sale, the insider directly owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. This represents a 10.01% 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 72,447 shares of company stock valued at $5,762,970 in the last three months. 0.37% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On TransUnion

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Financiere des Professionnels Fonds d investissement inc. raised its stake in shares of TransUnion by 18.6% in the 4th quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock valued at $25,078,000 after purchasing an additional 45,840 shares during the period. PBCay One RSC Ltd acquired a new position in shares of TransUnion during the fourth quarter worth about $52,131,000. BNP Paribas Financial Markets grew its holdings in shares of TransUnion by 280.6% during the fourth quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock worth $23,114,000 after buying an additional 198,726 shares in the last quarter. Norges Bank bought a new position in shares of TransUnion during the fourth quarter worth about $89,069,000. Finally, Tredje AP fonden acquired a new stake in TransUnion in the 4th quarter valued at approximately $2,249,000.

Key Headlines Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion highlighted its data-driven advertising and audience-insights strategy through TruAudience, supporting the case for continued expansion in its marketing and data-solutions business. Getting Your Data House in Order with Matt Spiegel
• Positive Sentiment: Recent commentary points to international growth, strong liquidity and rising cash flow as potential drivers of future capital returns. TransUnion’s latest quarterly results also exceeded expectations, with revenue rising 14.9% year over year and earnings topping consensus estimates. TRU Stock Rises 17.1% in Three Months
• Neutral Sentiment: At Barclays’ financial-services conference, management discussed the company’s outlook and business strategy. The presentation provides investors with additional context on growth initiatives and execution, but no clearly new guidance was identified in the available report. Barclays Conference Transcript
• Neutral Sentiment: Analyst views remain mixed. TransUnion retains a “Moderate Buy” consensus, but some firms maintain neutral ratings or have reduced targets, suggesting valuation and execution concerns could limit near-term upside. Analysts Offer Insights on TransUnion
• Negative Sentiment: Executive Vice President Venkat Achanta sold 23,287 TransUnion shares for approximately $1.79 million, reducing his direct ownership by 10.58%. Although insider sales do not necessarily signal deteriorating fundamentals, the transaction can weigh on sentiment. TransUnion EVP Sells Stock
• Negative Sentiment: Wall Street Zen downgraded TransUnion from “buy” to “hold,” adding to the cautious analyst signals surrounding the shares. TransUnion Rating Lowered

TransUnion Price Performance

Shares of TransUnion stock opened at $77.07 on Friday. The stock has a market capitalization of $14.77 billion, a price-to-earnings ratio of 20.34, a P/E/G ratio of 1.30 and a beta of 1.54. The firm’s 50-day moving average price is $80.03 and its two-hundred day moving average price is $74.31. 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 has a 1-year low of $63.37 and a 1-year high of $95.50.

TransUnion (NYSE:TRU) last posted its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. TransUnion’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.08 earnings per share. 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 predict that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Thursday, August 20th were paid a $0.125 dividend. 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 0.6%. TransUnion’s payout ratio is currently 13.19%.

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.