TransUnion (NYSE:TRU) Reaches New 52-Week Low After Analyst Downgrade

TransUnion (NYSE:TRU)’s stock price hit a new 52-week low during trading on Wednesday after The Goldman Sachs Group lowered their price target on the stock from $89.00 to $77.00. The Goldman Sachs Group currently has a neutral rating on the stock. TransUnion traded as low as $61.79 and last traded at $64.3960, with a volume of 4029552 shares. The stock had previously closed at $66.19.

Several other equities research analysts have also recently commented on TRU. BMO Capital Markets raised their target price on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Stifel Nicolaus increased their price target on TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Wells Fargo & Company raised 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. Mizuho lowered their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. Finally, Griffin Securities set a $98.00 target price on shares of TransUnion in a research report on Wednesday, July 29th. Ten research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $94.25.

Insider Buying and Selling at TransUnion

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the transaction, 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 sale 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, EVP Alicia Zuiker sold 8,673 shares of the stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the completion of the transaction, the executive vice president owned 41,883 shares in the company, valued at approximately $3,287,396.67. This represents a 17.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 62,697 shares of company stock worth $5,062,767 in the last quarter. Company insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. BlackRock Inc. purchased a new stake in shares of TransUnion in the second quarter worth approximately $1,367,560,000. Independent Franchise Partners LLP boosted its position in shares of TransUnion by 99.7% during 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. Jupiter Topco LLC bought a new stake in TransUnion during the second quarter worth $280,292,000. Meritage Group LP bought a new stake in TransUnion during the second quarter worth $263,751,000. Finally, William Blair Investment Management LLC purchased a new stake in TransUnion in the 2nd quarter valued at $191,080,000.

TransUnion Trading Up 1.7%

The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. The firm has a market capitalization of $11.91 billion, a P/E ratio of 16.40, a PEG ratio of 1.01 and a beta of 1.58. The firm has a 50 day simple moving average of $78.09 and a two-hundred day simple moving average of $73.71.

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, 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 firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the prior year, the business posted $1.08 EPS. The business’s 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. Equities research analysts forecast that TransUnion will post 4.23 earnings per share for the current year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Thursday, August 20th were paid a $0.1250 dividend. The ex-dividend date was Thursday, August 20th. This represents a $0.50 annualized dividend and a yield of 0.8%. TransUnion’s dividend payout ratio (DPR) is 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.