TransUnion (NYSE:TRU) Raised to Buy at Wall Street Zen

TransUnion (NYSE:TRU) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Tuesday, Wall Street Zen reports.

TRU has been the topic of a number of other reports. Mizuho dropped their target price on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. UBS Group reduced their price target on TransUnion from $88.00 to $82.00 and set a “neutral” rating for the company in a report on Monday. Griffin Securities set a $98.00 price objective on TransUnion in a research note on Wednesday, July 29th. Needham & Company LLC lifted their price objective on TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Ten research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, TransUnion has an average rating of “Moderate Buy” and a consensus target price of $94.69.

TransUnion Price Performance

TRU opened at $70.98 on Tuesday. TransUnion has a twelve month low of $63.37 and a twelve month high of $89.12. The firm has a market cap of $13.60 billion, a price-to-earnings ratio of 18.73, a PEG ratio of 1.19 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 fifty day simple moving average of $79.57 and a 200 day simple moving average of $74.06.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The firm 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 firm’s revenue was up 14.9% compared to the same quarter last year. During the same quarter in the previous 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. Equities research analysts expect that TransUnion will post 4.23 EPS for the current fiscal year.

Insiders Place Their Bets

In other TransUnion news, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the transaction, the executive vice president owned 57,182 shares of the company’s stock, valued at $4,860,470. This trade represents a 29.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Zuiker sold 8,673 shares of TransUnion stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the completion of the transaction, the executive vice president owned 41,883 shares of the company’s stock, valued at approximately $3,287,396.67. The trade was a 17.16% 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 ninety days, insiders sold 73,697 shares of company stock valued at $5,861,807. 0.37% of the stock is owned by company insiders.

Institutional Investors Weigh In On TransUnion

A number of institutional investors have recently made changes to their positions in the company. BlackRock Inc. acquired a new stake in shares of TransUnion during the 2nd quarter valued at approximately $1,367,560,000. Independent Franchise Partners LLP boosted its holdings in TransUnion by 99.7% in 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 purchasing an additional 4,561,619 shares during the period. Jupiter Topco LLC acquired a new position in TransUnion in the second quarter worth $280,292,000. Meritage Group LP bought a new stake in TransUnion during the second quarter valued at $263,751,000. Finally, William Blair Investment Management LLC bought a new stake in TransUnion during the second quarter valued at $191,080,000.

Key Headlines Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reaffirmed its third-quarter and full-year 2026 revenue, Adjusted EBITDA and Adjusted Diluted EPS guidance, indicating that management does not expect the CFO transition to affect operations, strategic priorities, long-term targets or capital allocation. TransUnion Announces Chief Financial Officer Transition
• Positive Sentiment: Cello will remain CFO through December 31, 2026, then serve as a full-time advisor through March 1, 2027. His 29 years with TransUnion, including nine as CFO, and his commitment to assist with successor recruitment and onboarding should help reduce near-term execution risk. TransUnion Announces CFO Todd Cello to Step Down
• Neutral Sentiment: TransUnion has begun a search for Cello’s replacement with an executive search firm. The transition is planned rather than immediate, but investors may monitor the quality and timing of the successor appointment. TransUnion’s Cello to Depart as CFO
• Negative Sentiment: The resignation of a highly experienced, long-serving CFO introduces leadership uncertainty and may prompt concerns about continuity in financial management, even though management says the departure will not change its outlook. TransUnion CFO Cello to Resign at End of Year
• Negative Sentiment: Recent coverage also highlighted reduced expectations from UBS, adding to valuation pressure as investors assess TransUnion’s growth prospects and the stock’s recovery toward analyst price targets. UBS Lowered Expectations for TransUnion

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.