The Goldman Sachs Group Cuts TransUnion (NYSE:TRU) Price Target to $83.00

TransUnion (NYSE:TRU) had its target price cut by The Goldman Sachs Group from $96.00 to $83.00 in a research report report published on Thursday morning,Benzinga reports. They currently have a neutral rating on the business services provider’s stock.

Several other research analysts have also weighed in on the company. Needham & Company LLC raised TransUnion from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a research report on Wednesday, September 3rd. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research report on Sunday, August 3rd. BMO Capital Markets boosted their price target on TransUnion from $115.00 to $118.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. UBS Group reaffirmed a “neutral” rating and set a $105.00 price target (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Finally, Seaport Res Ptn raised TransUnion to a “hold” rating in a report on Wednesday. Eleven research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $110.79.

TransUnion Stock Up 5.3%

NYSE:TRU opened at $77.39 on Thursday. The firm has a market capitalization of $15.08 billion, a price-to-earnings ratio of 38.70, a price-to-earnings-growth ratio of 2.17 and a beta of 1.71. TransUnion has a twelve month low of $66.38 and a twelve month high of $113.17. The stock’s 50 day moving average price is $89.21 and its two-hundred day moving average price is $86.60. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 earnings per share for the quarter, topping the consensus estimate of $0.99 by $0.09. The firm had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The business’s quarterly revenue was up 9.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.99 EPS. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. Equities research analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion’s dividend payout ratio is currently 23.00%.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $83.19, for a total value of $83,190.00. Following the transaction, the insider directly owned 64,592 shares of the company’s stock, valued at $5,373,408.48. This represents a 1.52% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction on Monday, August 4th. The shares were sold at an average price of $92.89, for a total value of $90,289.08. Following the completion of the transaction, the chief accounting officer directly owned 7,108 shares in the company, valued at approximately $660,262.12. This represents a 12.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 10,309 shares of company stock valued at $919,839 in the last ninety days. 0.22% of the stock is currently owned by corporate insiders.

Institutional Trading of TransUnion

Institutional investors have recently modified their holdings of the stock. Teacher Retirement System of Texas bought a new stake in shares of TransUnion during the 1st quarter valued at $2,364,000. Bank of New York Mellon Corp lifted its position in shares of TransUnion by 1.3% during the 1st quarter. Bank of New York Mellon Corp now owns 1,167,843 shares of the business services provider’s stock valued at $96,919,000 after acquiring an additional 15,030 shares during the period. Charles Schwab Investment Management Inc. lifted its position in shares of TransUnion by 1.8% during the 1st quarter. Charles Schwab Investment Management Inc. now owns 712,890 shares of the business services provider’s stock valued at $59,163,000 after acquiring an additional 12,372 shares during the period. LPL Financial LLC lifted its position in shares of TransUnion by 7.1% during the 1st quarter. LPL Financial LLC now owns 58,161 shares of the business services provider’s stock valued at $4,827,000 after acquiring an additional 3,869 shares during the period. Finally, Citigroup Inc. lifted its position in shares of TransUnion by 20.7% during the 1st quarter. Citigroup Inc. now owns 139,238 shares of the business services provider’s stock valued at $11,555,000 after acquiring an additional 23,915 shares during the period.

About TransUnion

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates through U.S. Markets, International, and Consumer Interactive segments. The U.S. Markets segment provides consumer reports, actionable insights, and analytic services to businesses, which uses its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk.