TransUnion (NYSE:TRU) Stock Price Target Cut by Needham & Company LLC

TransUnion (NYSE:TRU) had its price target dropped by investment analysts at Needham & Company LLC from $100.00 to $85.00 in a report released on Tuesday, Benzinga reports. The brokerage presently has a “buy” rating on the business services provider’s stock. Needham & Company LLC’s price objective would suggest a potential upside of 27.18% from the company’s current price.

Several other research firms have also recently commented on TRU. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Barclays reduced their price target on TransUnion from $85.00 to $70.00 and set an “equal weight” rating for the company in a report on Friday, October 2nd. BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Wells Fargo & Company lifted their price target on shares of TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Finally, BMO Capital Markets upped their price objective on TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. Nine 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 stock currently has a consensus rating of “Moderate Buy” and an average price target of $91.13.

TransUnion Stock Performance

Shares of TRU stock opened at $66.83 on Tuesday. 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 has a fifty-two week low of $60.96 and a fifty-two week high of $89.12. The stock has a 50 day moving average price of $75.33 and a two-hundred day moving average price of $73.35. The company has a market capitalization of $12.81 billion, a P/E ratio of 17.63, a PEG ratio of 1.15 and a beta of 1.58.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The company had revenue of $1.31 billion during 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 firm’s revenue was up 14.9% compared to the same quarter last year. During the same period in the prior year, the business 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. Analysts expect that TransUnion will post 4.24 earnings per share for the current year.

Insider Activity

In other TransUnion news, EVP Venkat Achanta sold 23,287 shares of the business’s stock in a transaction on 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 owned 196,912 shares in the company, valued at $15,162,224. The trade was a 10.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Jennifer Williams sold 1,070 shares of the stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $84.57, for a total transaction of $90,489.90. Following the transaction, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at $365,934.39. This trade represents a 19.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 62,975 shares of company stock valued at $5,062,870 in the last quarter. Company insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in TRU. Nykredit A S purchased a new stake in TransUnion in the second quarter worth $4,226,000. Junto Capital Management LP bought a new position in TransUnion in the second quarter worth approximately $78,975,000. Bank of America Corp DE grew its stake in TransUnion by 9.4% in the first quarter. Bank of America Corp DE now owns 1,447,914 shares of the business services provider’s stock worth $100,181,000 after purchasing an additional 124,294 shares in the last quarter. Canada Pension Plan Investment Board bought a new position in TransUnion in the second quarter worth approximately $1,904,000. Finally, Dockside LLC purchased a new position in TransUnion during the 2nd quarter worth $1,544,000.

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.