TransUnion (NYSE:TRU) Receives $94.38 Average PT from Brokerages

TransUnion (NYSE:TRU) has been assigned a consensus rating of “Moderate Buy” from the sixteen analysts that are presently covering the firm, Marketbeat reports. Six research analysts have rated the stock with a hold recommendation and ten have assigned a buy recommendation to the company. The average 12 month price target among brokerages that have covered the stock in the last year is $94.3750.

A number of analysts have recently weighed in on TRU shares. JPMorgan Chase & Co. dropped their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. Needham & Company LLC upped their price target on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. BMO Capital Markets increased their price objective on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Wells Fargo & Company lifted their price objective on TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Finally, Barclays boosted their target price on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 29th.

TransUnion Stock Performance

NYSE:TRU opened at $84.82 on Monday. 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 $63.37 and a fifty-two week high of $95.50. The business has a 50 day moving average price of $76.29 and a 200-day moving average price of $73.31. The firm has a market cap of $16.25 billion, a PE ratio of 22.38, a price-to-earnings-growth ratio of 1.40 and a beta of 1.53.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter in the prior year, the company posted $1.08 EPS. The firm’s revenue for the quarter was up 14.9% compared to the same quarter last year. 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 predict that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 20th. TransUnion’s payout ratio is presently 13.19%.

Insiders Place Their Bets

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of TransUnion stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the sale, the executive vice president owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. The trade was a 29.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of the business’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the transaction, the insider owned 89,906 shares in the company, valued at $6,530,771.84. This represents a 10.01% 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 58,773 shares of company stock worth $4,615,228. Company insiders own 0.37% of the company’s stock.

Institutional Trading of TransUnion

Several large investors have recently bought and sold shares of the company. Royal Bank of Canada raised its position in shares of TransUnion by 85.3% in the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after acquiring an additional 34,867 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares in the last quarter. Invesco Ltd. grew its stake in TransUnion by 4.5% in the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock worth $50,917,000 after purchasing an additional 24,736 shares during the period. EverSource Wealth Advisors LLC grew its stake in TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after purchasing an additional 197 shares during the period. Finally, The Manufacturers Life Insurance Company raised its holdings in TransUnion by 2.2% in the second quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock worth $50,690,000 after purchasing an additional 12,280 shares in the last quarter.

TransUnion Company Profile

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.