TransUnion (NYSE:TRU) Receives Average Rating of “Moderate Buy” from Brokerages

TransUnion (NYSE:TRU) has received an average recommendation of “Moderate Buy” from the fifteen research firms that are covering the firm, MarketBeat reports. One analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation and nine have issued a buy recommendation on the company. The average 1-year target price among analysts that have updated their coverage on the stock in the last year is $103.5385.

A number of research firms recently issued reports on TRU. BMO Capital Markets boosted their price objective on TransUnion from $104.00 to $105.00 and gave the company an “outperform” rating in a research note on Friday, October 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a report on Wednesday, October 8th. Seaport Res Ptn raised shares of TransUnion to a “hold” rating in a report on Wednesday, October 1st. Stifel Nicolaus set a $103.00 price objective on shares of TransUnion in a research note on Friday, October 24th. Finally, UBS Group set a $90.00 target price on shares of TransUnion and gave the stock a “neutral” rating in a report on Friday, October 24th.

TransUnion Price Performance

TRU opened at $87.78 on Friday. The firm has a 50-day moving average price of $83.78 and a 200-day moving average price of $86.50. TransUnion has a twelve month low of $66.38 and a twelve month high of $101.19. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. The company has a market capitalization of $17.05 billion, a price-to-earnings ratio of 41.02, a PEG ratio of 1.65 and a beta of 1.72.

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

TransUnion Announces Dividend

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

Insider Activity at TransUnion

In other news, EVP Tiffani Chambers sold 4,318 shares of TransUnion stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the sale, the executive vice president owned 50,427 shares in the company, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the transaction, the insider directly owned 61,592 shares of the company’s stock, valued at $5,279,050.32. The trade was a 1.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 8,318 shares of company stock valued at $704,958. Company insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Several hedge funds have recently bought and sold shares of the stock. Assenagon Asset Management S.A. increased its stake in TransUnion by 583.1% in the second quarter. Assenagon Asset Management S.A. now owns 69,379 shares of the business services provider’s stock valued at $6,105,000 after acquiring an additional 59,222 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its holdings in shares of TransUnion by 3.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock worth $37,375,000 after purchasing an additional 13,952 shares in the last quarter. Ninety One UK Ltd increased its position in shares of TransUnion by 52.6% during the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock valued at $296,284,000 after purchasing an additional 1,219,360 shares during the last quarter. Nomura Asset Management Co. Ltd. increased its position in shares of TransUnion by 9.0% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 60,290 shares of the business services provider’s stock valued at $5,306,000 after purchasing an additional 4,960 shares during the last quarter. Finally, Voya Investment Management LLC raised its holdings in shares of TransUnion by 59.1% during the 3rd quarter. Voya Investment Management LLC now owns 56,654 shares of the business services provider’s stock valued at $4,746,000 after buying an additional 21,034 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.