TransUnion (NYSE:TRU) Receives $104.08 Consensus Price Target from Analysts

Shares of TransUnion (NYSE:TRU) have earned a consensus rating of “Moderate Buy” from the fifteen research firms that are covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a sell rating, five have given a hold rating and nine have issued a buy rating on the company. The average 1-year price target among brokers that have covered the stock in the last year is $104.0769.

Several analysts recently commented on the company. UBS Group set a $90.00 price target on TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. Oppenheimer initiated coverage on shares of TransUnion in a report on Monday, October 13th. They set an “outperform” rating and a $93.00 target price for the company. JPMorgan Chase & Co. decreased their price target on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research note on Friday, October 24th. BMO Capital Markets boosted their price target on shares of TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research report on Friday, October 24th. Finally, Morgan Stanley set a $120.00 price objective on shares of TransUnion in a report on Wednesday.

Insider Buying and Selling

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $84.04, for a total transaction of $84,040.00. Following the transaction, the insider owned 62,592 shares of the company’s stock, valued at approximately $5,260,231.68. The trade was a 1.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $81.07, for a total value of $40,535.00. Following the completion of the sale, the insider owned 32,652 shares of the company’s stock, valued at approximately $2,647,097.64. The trade was a 1.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 3,500 shares of company stock worth $288,235. 0.25% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On TransUnion

Institutional investors and hedge funds have recently bought and sold shares of the company. Geneos Wealth Management Inc. increased its holdings in shares of TransUnion by 1,318.2% during the 1st 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 during the last quarter. Generali Asset Management SPA SGR purchased a new position in TransUnion in the second quarter worth approximately $30,000. MassMutual Private Wealth & Trust FSB grew its position in TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock worth $31,000 after acquiring an additional 199 shares during the period. Elevation Point Wealth Partners LLC acquired a new stake in TransUnion during the second quarter worth $34,000. Finally, MAI Capital Management raised its position in TransUnion by 333.3% in the second quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after purchasing an additional 310 shares during the period.

TransUnion Price Performance

Shares of TRU traded up $2.36 during mid-day trading on Wednesday, hitting $85.98. 211,693 shares of the company were exchanged, compared to its average volume of 2,389,962. The stock has a market cap of $16.70 billion, a price-to-earnings ratio of 40.36, a price-to-earnings-growth ratio of 1.83 and a beta of 1.73. TransUnion has a 1-year low of $66.38 and a 1-year high of $101.19. The company has a 50 day moving average of $81.79 and a 200-day moving average of $86.53. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.06. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The company had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same period in the previous year, the firm posted $1.04 EPS. TransUnion’s revenue was up 7.8% compared to the same quarter last year. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. Analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 8th. Investors of record on Friday, November 21st were issued a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, November 21st. TransUnion’s dividend payout ratio (DPR) is currently 21.50%.

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.