TransUnion (NYSE:TRU) Cut to Hold at Wall Street Zen

Wall Street Zen downgraded shares of TransUnion (NYSE:TRU) from a buy rating to a hold rating in a research report sent to investors on Saturday,Wall Street Zen reports.

Several other equities research analysts have also recently issued reports on the stock. Needham & Company LLC raised their price target on shares of TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Barclays cut their price objective on shares of TransUnion from $85.00 to $70.00 and set an “equal weight” rating for the company in a research report on Friday. UBS Group reduced their price objective on shares of TransUnion from $82.00 to $80.00 and set a “neutral” rating on the stock in a research note on Thursday, September 24th. The Goldman Sachs Group decreased their target price on shares of TransUnion from $77.00 to $68.00 and set a “neutral” rating on the stock in a research report on Friday. Finally, Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $92.75.

TransUnion Stock Performance

TransUnion stock opened at $64.00 on Friday. TransUnion has a fifty-two week low of $60.96 and a fifty-two week high of $89.12. The company has a market capitalization of $12.26 billion, a price-to-earnings ratio of 16.89, a PEG ratio of 1.05 and a beta of 1.58. The stock has a fifty day moving average of $77.56 and a two-hundred day moving average of $73.59. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business’s revenue was up 14.9% on a year-over-year basis. During the same period in the prior year, the business earned $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, analysts anticipate that TransUnion will post 4.23 EPS for the current fiscal year.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Thursday, August 20th were given a dividend of $0.1250 per share. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 annualized dividend and a yield of 0.8%. TransUnion’s dividend payout ratio is 13.19%.

Insider Activity at TransUnion

In related news, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $62.29, for a total value of $62,290.00. Following the transaction, the insider owned 54,764 shares in the company, valued at approximately $3,411,249.56. This trade represents a 1.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Venkat Achanta sold 23,287 shares of the business’s stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $77.00, for a total value of $1,793,099.00. Following the sale, the executive vice president directly owned 196,912 shares of the company’s stock, valued at approximately $15,162,224. This trade represents a 10.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 62,975 shares of company stock valued at $5,062,870 over the last 90 days. 0.37% of the stock is currently owned by insiders.

Hedge Funds Weigh In On TransUnion

Several hedge funds and other institutional investors have recently modified their holdings of the company. BlackRock Inc. acquired a new stake in TransUnion during the 2nd quarter worth approximately $1,367,560,000. Independent Franchise Partners LLP grew its stake in 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 worth $783,489,000 after buying an additional 4,561,619 shares during the period. Van ECK Associates Corp grew its stake in TransUnion by 7.0% during the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after buying an additional 323,149 shares during the period. Jupiter Topco LLC acquired a new stake in shares of TransUnion in the second quarter worth $280,292,000. Finally, Janus Henderson Group PLC raised its stake in shares of TransUnion by 8.5% in the 1st quarter. Janus Henderson Group PLC now owns 3,740,326 shares of the business services provider’s stock valued at $258,794,000 after acquiring an additional 293,091 shares during the period.

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.