TransUnion (NYSE:TRU) Given New $100.00 Price Target at Needham & Company LLC

TransUnion (NYSE:TRU) had its target price raised by equities research analysts at Needham & Company LLC from $95.00 to $100.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the business services provider’s stock. Needham & Company LLC’s price objective would suggest a potential upside of 19.55% from the company’s previous close.

Several other brokerages also recently commented on TRU. Mizuho reduced their target price on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. BNP Paribas Exane upgraded TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday. The Goldman Sachs Group reissued a “neutral” rating and issued a $82.00 price objective on shares of TransUnion in a research note on Tuesday. Robert W. Baird increased their target price on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday. Finally, Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $92.88.

TransUnion Trading Up 8.3%

Shares of TransUnion stock opened at $83.64 on Wednesday. The stock has a market capitalization of $16.13 billion, a P/E ratio of 23.17, a price-to-earnings-growth ratio of 1.38 and a beta of 1.55. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. The company has a 50-day simple moving average of $72.40 and a 200 day simple moving average of $73.63. TransUnion has a 12-month low of $63.37 and a 12-month high of $99.39.

TransUnion (NYSE:TRU) last announced its quarterly earnings results 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 firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the firm 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. Research analysts expect that TransUnion will post 4.14 earnings per share for the current fiscal year.

Insider Transactions at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 10,000 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the sale, the insider owned 89,906 shares in the company, valued at approximately $6,530,771.84. The trade was a 10.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total value of $77,760.00. Following the completion of the transaction, the chief accounting officer directly owned 5,843 shares in the company, valued at approximately $467,440. This trade represents a 14.26% 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. Over the last quarter, insiders sold 30,155 shares of company stock valued at $2,177,102. 0.37% of the stock is owned by company insiders.

Hedge Funds Weigh In On TransUnion

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Dodge & Cox bought a new stake in shares of TransUnion in the 4th quarter valued at about $843,952,000. Independent Franchise Partners LLP raised its position in shares of TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after acquiring an additional 4,561,619 shares during the period. State Street Corp boosted its stake in TransUnion by 0.7% during the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock worth $585,844,000 after acquiring an additional 50,232 shares during the last quarter. Van ECK Associates Corp grew its holdings 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 valued at $422,936,000 after purchasing an additional 323,149 shares during the period. Finally, Bessemer Group Inc. grew its holdings in TransUnion by 5.8% during the fourth quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock valued at $323,185,000 after purchasing an additional 205,449 shares during the period.

Key TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported second-quarter adjusted earnings of $1.23 per share, exceeding the $1.16 consensus estimate, while revenue rose 14.9% year over year to $1.31 billion, ahead of the $1.28 billion forecast. EPS also increased from $1.08 in the prior-year quarter. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 adjusted EPS outlook to $4.75–$4.83, above the roughly $4.67 analyst consensus. Full-year revenue guidance was set at approximately $5.1–$5.2 billion, supporting expectations for continued growth. TransUnion lifts outlook after strong quarterly revenue growth
• Positive Sentiment: The earnings call highlighted growth momentum across TransUnion’s business, including demand for credit, risk and marketing data products and the contribution from alternative credit data. Investors viewed the commentary as evidence that recent investments and acquisitions are supporting expansion. TransUnion Corp. Earnings Call Highlights Growth Momentum
• Neutral Sentiment: Third-quarter adjusted EPS guidance of $1.18–$1.21 was broadly in line with estimates, though its midpoint is slightly below the $1.21 consensus. Revenue guidance was approximately $1.3 billion, also consistent with expectations.
• Negative Sentiment: TransUnion flagged a surge in auto-loan fraud losses, a potential headwind for lenders and for demand or pricing in parts of its auto-related business. TransUnion Flags a Surge in Auto Loan Fraud Losses
• Negative Sentiment: Some analysts cautioned that the strong results may already be reflected in the stock’s valuation following its recent rally, potentially limiting additional upside unless TransUnion continues to outperform. TransUnion Q2 Earnings: Great Print, But It Seems to Be Priced Accordingly

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.