JPMorgan Chase & Co. Has Lowered Expectations for TransUnion (NYSE:TRU) Stock Price

TransUnion (NYSE:TRU) had its price objective lowered by equities research analysts at JPMorgan Chase & Co. from $118.00 to $107.00 in a report released on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the business services provider’s stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 24.76% from the stock’s previous close.

Other research analysts have also recently issued research reports about the company. The Goldman Sachs Group cut their price target on TransUnion from $96.00 to $83.00 and set a “neutral” rating on the stock in a research note on Thursday, October 2nd. Seaport Res Ptn upgraded TransUnion to a “hold” rating in a research note on Wednesday, October 1st. BMO Capital Markets boosted their price target on TransUnion from $104.00 to $105.00 and gave the stock an “outperform” rating in a research note on Friday. Oppenheimer initiated coverage on TransUnion in a research note on Monday, October 13th. They issued an “outperform” rating and a $93.00 price target on the stock. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, October 8th. Nine research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $104.08.

TransUnion Trading Up 2.7%

Shares of TRU opened at $85.77 on Friday. The stock’s 50-day moving average is $85.40 and its two-hundred day moving average is $86.50. The stock has a market cap of $16.71 billion, a PE ratio of 40.08, a P/E/G ratio of 2.28 and a beta of 1.71. TransUnion has a 12 month low of $66.38 and a 12 month high of $108.12. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.06. The company had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a return on equity of 16.14% and a net margin of 9.47%.The firm’s quarterly revenue was up 7.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.04 earnings per share. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS. FY 2025 guidance at 4.190-4.250 EPS. Equities analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.

Insider Activity

In other news, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction that occurred on Monday, August 4th. The stock was sold at an average price of $92.89, for a total transaction of $90,289.08. Following the completion of the transaction, the chief accounting officer directly owned 7,108 shares of the company’s stock, valued at approximately $660,262.12. This represents a 12.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Heather J. Russell sold 5,337 shares of the company’s stock in a transaction that occurred on Friday, September 5th. The shares were sold at an average price of $90.01, for a total value of $480,383.37. Following the transaction, the executive vice president directly owned 23,011 shares of the company’s stock, valued at $2,071,220.11. This trade represents a 18.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 10,309 shares of company stock valued at $919,839. 0.22% of the stock is currently owned by insiders.

Hedge Funds Weigh In On TransUnion

Several institutional investors have recently made changes to their positions in the stock. Penserra Capital Management LLC grew its holdings in shares of TransUnion by 12.8% during the second quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock valued at $92,000 after purchasing an additional 120 shares during the last quarter. DAVENPORT & Co LLC grew its holdings in TransUnion by 0.4% in the 3rd quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock worth $2,779,000 after buying an additional 137 shares in the last quarter. Park Avenue Securities LLC grew its holdings in TransUnion by 2.2% in the 2nd quarter. Park Avenue Securities LLC now owns 7,193 shares of the business services provider’s stock worth $633,000 after buying an additional 155 shares in the last quarter. Integrated Investment Consultants LLC grew its holdings in TransUnion by 1.4% in the 1st quarter. Integrated Investment Consultants LLC now owns 11,380 shares of the business services provider’s stock worth $944,000 after buying an additional 162 shares in the last quarter. Finally, Rovin Capital UT ADV grew its holdings in TransUnion by 3.2% in the 1st quarter. Rovin Capital UT ADV now owns 6,232 shares of the business services provider’s stock worth $517,000 after buying an additional 195 shares in the last quarter.

About TransUnion

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates through U.S. Markets, International, and Consumer Interactive segments. The U.S. Markets segment provides consumer reports, actionable insights, and analytic services to businesses, which uses its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk.