TransUnion (NYSE:TRU) Research Coverage Started at Bank of America

Bank of America assumed coverage on shares of TransUnion (NYSE:TRU) in a research note issued to investors on Tuesday. The brokerage issued a neutral rating and a $83.00 target price on the business services provider’s stock.

Several other research firms have also recently commented on TRU. Morgan Stanley set a $105.00 price target on shares of TransUnion in a report on Friday, February 13th. The Goldman Sachs Group dropped their target price on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Wells Fargo & Company lowered their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Finally, UBS Group set a $90.00 target price on shares of TransUnion and gave the company a “neutral” rating in a research note on Friday, October 24th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $94.92.

TransUnion Trading Up 0.5%

Shares of TRU stock opened at $76.13 on Tuesday. The stock has a 50-day simple moving average of $81.59 and a 200 day simple moving average of $83.68. The stock has a market capitalization of $14.78 billion, a P/E ratio of 32.81, a P/E/G ratio of 1.36 and a beta of 1.70. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating 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 company had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter in the prior year, the company earned $0.97 earnings per share. The firm’s revenue 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. On average, sell-side analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Thursday, February 26th will be issued a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, February 26th. 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 dividend yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is 19.83%.

Insider Activity at TransUnion

In other news, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the transaction, the insider directly owned 31,725 shares in the company, valued at approximately $2,499,612.75. This represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the transaction, the executive vice president directly owned 50,427 shares in the company, valued at approximately $4,336,722. This represents a 7.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 7,818 shares of company stock valued at $663,883 in the last ninety days. Insiders own 0.22% of the company’s stock.

Institutional Trading of TransUnion

A number of institutional investors have recently bought and sold shares of TRU. Eagle Bay Advisors LLC bought a new stake in shares of TransUnion in the 4th quarter valued at about $25,000. Board of the Pension Protection Fund bought a new stake in TransUnion in the fourth quarter valued at approximately $26,000. Geneos Wealth Management Inc. raised its holdings in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the period. True Wealth Design LLC boosted its position in shares of TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after purchasing an additional 245 shares in the last quarter. Finally, Cornerstone Planning Group LLC grew its holdings in shares of TransUnion by 130.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares during the period.

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.