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

Shares of TransUnion (NYSE:TRU) have been assigned an average rating of “Moderate Buy” from the sixteen research firms that are covering the stock, Marketbeat Ratings reports. Six equities research 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.

TRU has been the subject of several analyst reports. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Wells Fargo & Company lifted their price target on TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Robert W. Baird boosted their price target on shares of TransUnion from $108.00 to $115.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. The Goldman Sachs Group reissued a “neutral” rating and issued a $82.00 price objective on shares of TransUnion in a report on Tuesday, July 28th. Finally, BMO Capital Markets raised their price objective on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th.

Insider Activity

In related news, EVP Venkat Achanta sold 23,287 shares of the stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total value of $1,793,099.00. Following the completion of the transaction, the executive vice president directly owned 196,912 shares in the company, valued at approximately $15,162,224. This represents a 10.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Jennifer A. Williams sold 1,070 shares of the firm’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the sale, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at approximately $365,934.39. This trade represents a 19.83% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 73,697 shares of company stock worth $5,861,807. 0.37% of the stock is owned by company insiders.

Hedge Funds Weigh In On TransUnion

Several large investors have recently modified their holdings of the business. Junto Capital Management LP purchased a new position in shares of TransUnion during the 2nd quarter worth $78,975,000. National Pension Service raised its holdings in TransUnion by 174.8% in the 2nd quarter. National Pension Service now owns 32,791 shares of the business services provider’s stock valued at $2,366,000 after buying an additional 20,860 shares during the period. C WorldWide Group Holding A S lifted its position in TransUnion by 1.1% in the second quarter. C WorldWide Group Holding A S now owns 127,804 shares of the business services provider’s stock valued at $9,220,000 after buying an additional 1,352 shares during the last quarter. Arizona State Retirement System lifted its position in TransUnion by 4.9% in the second quarter. Arizona State Retirement System now owns 55,318 shares of the business services provider’s stock valued at $3,991,000 after buying an additional 2,563 shares during the last quarter. Finally, Nykredit A S purchased a new position in TransUnion during the second quarter worth about $3,890,000.

TransUnion Stock Down 2.0%

Shares of NYSE TRU opened at $73.15 on Friday. TransUnion has a 12-month low of $63.37 and a 12-month high of $94.23. The stock has a market cap of $14.01 billion, a PE ratio of 19.30, a P/E/G ratio of 1.23 and a beta of 1.54. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. The company has a 50-day moving average of $79.92 and a 200 day moving average of $74.25.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business’s revenue was up 14.9% on a year-over-year basis. During the same period last year, the company posted $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, sell-side analysts predict that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Stockholders 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 annualized dividend and a dividend yield of 0.7%. TransUnion’s dividend payout ratio is 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.