Brokerages Set TransUnion (NYSE:TRU) PT at $94.54

Shares of TransUnion (NYSE:TRU) have received a consensus rating of “Moderate Buy” from the thirteen analysts that are presently covering the firm, Marketbeat.com reports. Five equities research analysts have rated the stock with a hold recommendation, seven have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month target price among brokers that have covered the stock in the last year is $94.5385.

A number of equities analysts have recently commented on the company. Morgan Stanley lowered their price objective on TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday, March 11th. Stifel Nicolaus decreased their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. Wall Street Zen upgraded shares of TransUnion from a “hold” rating to a “buy” rating in a report on Saturday, March 14th. Finally, Wells Fargo & Company decreased their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, February 13th.

Insiders Place Their Bets

In other news, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the transaction, the insider directly owned 31,725 shares of the company’s stock, valued at approximately $2,499,612.75. This represents a 1.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the transaction, the insider owned 61,592 shares in the company, valued at approximately $5,279,050.32. The trade was a 1.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 7,746 shares of company stock valued at $616,944. 0.25% of the stock is owned by insiders.

Institutional Trading of TransUnion

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Royal Bank of Canada increased its position in TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after buying an additional 34,867 shares during the period. Geneos Wealth Management Inc. boosted its holdings in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares during the period. PNC Financial Services Group Inc. grew its position in shares of TransUnion by 40.6% during the second quarter. PNC Financial Services Group Inc. now owns 4,030 shares of the business services provider’s stock worth $355,000 after acquiring an additional 1,163 shares during the last quarter. Cetera Investment Advisers grew its position in shares of TransUnion by 2.9% during the second quarter. Cetera Investment Advisers now owns 23,985 shares of the business services provider’s stock worth $2,111,000 after acquiring an additional 665 shares during the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of TransUnion by 8.4% in the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 83,802 shares of the business services provider’s stock valued at $7,375,000 after acquiring an additional 6,499 shares during the period.

TransUnion Stock Down 4.1%

Shares of NYSE TRU opened at $68.65 on Friday. The stock has a market cap of $13.22 billion, a P/E ratio of 29.59, a PEG ratio of 1.31 and a beta of 1.70. The business’s fifty day simple moving average is $76.28 and its 200-day simple moving average is $81.16. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same period in the previous year, the firm posted $0.97 EPS. TransUnion’s revenue for the quarter was up 13.0% on a year-over-year basis. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. As a group, equities analysts predict that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were paid a $0.125 dividend. This is a boost from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. TransUnion’s payout ratio is 21.55%.

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.