TransUnion (NYSE:TRU) Price Target Cut to $90.00 by Analysts at Wells Fargo & Company

TransUnion (NYSE:TRU) had its price target dropped by equities researchers at Wells Fargo & Company from $100.00 to $90.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the business services provider’s stock. Wells Fargo & Company‘s price target would indicate a potential upside of 23.09% from the stock’s current price.

A number of other analysts have also weighed in on TRU. The Goldman Sachs Group increased their price objective on shares of TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. Morgan Stanley decreased their price target on TransUnion from $122.00 to $120.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. Stifel Nicolaus set a $103.00 price objective on TransUnion in a research report on Friday, October 24th. JPMorgan Chase & Co. decreased their target price on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research report on Friday, October 24th. Finally, BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and an average price target of $98.17.

TransUnion Trading Up 1.9%

Shares of TRU stock opened at $73.12 on Friday. The company has a market cap of $14.20 billion, a PE ratio of 33.41, a price-to-earnings-growth ratio of 1.34 and a beta of 1.70. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01. The stock’s 50 day simple moving average is $82.45 and its two-hundred day simple moving average is $84.42. TransUnion has a 1 year low of $65.24 and a 1 year high of $101.19.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.04. The company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.TransUnion’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.97 EPS. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Research analysts predict that TransUnion will post 3.99 earnings per share for the current year.

Insiders Place Their Bets

In related news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $85,710.00. Following the sale, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Tiffani Chambers sold 4,318 shares of the business’s 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 transaction, the executive vice president owned 50,427 shares of the company’s stock, valued at $4,336,722. This represents a 7.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 7,818 shares of company stock worth $663,883 over the last 90 days. Company insiders own 0.22% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of TRU. Allianz Asset Management GmbH increased its holdings in TransUnion by 202.1% in the 3rd quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock worth $13,732,000 after acquiring an additional 109,662 shares in the last quarter. Principal Financial Group Inc. boosted its position in TransUnion by 5,046.6% during the third quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock worth $36,267,000 after acquiring an additional 424,470 shares during the last quarter. Oregon Public Employees Retirement Fund acquired a new position in shares of TransUnion during the 3rd quarter worth approximately $3,284,000. Allspring Global Investments Holdings LLC grew its position in shares of TransUnion by 3.2% in the third quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock valued at $37,375,000 after purchasing an additional 13,952 shares in the last quarter. Finally, Diamond Hill Capital Management Inc. increased its holdings in shares of TransUnion by 7.8% in the third quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock valued at $28,648,000 after purchasing an additional 24,641 shares during the last quarter.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q4 beat and raised guidance: TRU reported Q4 EPS of $1.07 (vs. $1.03 consensus) and revenue of $1.17B, and issued Q1 EPS guidance of $1.08–1.10 (above the ~$1.02 consensus) plus FY26 EPS guide of $4.63–4.71 and revenue guidance of $4.9B–$5.0B — an overall operational beat and constructive outlook. GlobeNewswire release
• Positive Sentiment: Dividend raised: The company increased its quarterly dividend to $0.125 (8.7% lift), payable March 13 with ex-dividend Feb 26 — a small income sweetener and signal of confidence from management. (Company release)
• Positive Sentiment: New product/data growth avenue: Coverage highlights TransUnion’s push into expanded rent-data credit reporting, which could deepen credit-file coverage and create new revenue streams if adoption scales. Yahoo Finance
• Positive Sentiment: Analyst support: William Blair reiterated a Buy rating citing the conservative 2026 outlook paired with Q4 outperformance, supporting upside thesis. TipRanks / William Blair note
• Neutral Sentiment: Earnings call and transcripts available: Multiple transcripts and coverage (MSN, Seeking Alpha, WTOP) provide management color on drivers (consumer, lender demand, product uptake) — useful for digging into margin drivers and segment trends but largely reiterative of the beats/guidance. MSN transcript Seeking Alpha transcript
• Negative Sentiment: Price-target cut by Needham: Needham lowered its PT from $115 to $95 (still a Buy), trimming the visible upside and signaling more cautious near-term valuation expectations from at least one shop. Benzinga

About TransUnion

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.