TransUnion (NYSE:TRU) Receives $93.43 Consensus PT from Analysts

TransUnion (NYSE:TRU) has received an average rating of “Moderate Buy” from the fourteen brokerages that are presently covering the firm, MarketBeat reports. Six analysts have rated the stock with a hold recommendation, seven have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is $92.5333.

A number of analysts have recently commented on TRU shares. Stifel Nicolaus cut their target price 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. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Wall Street Zen upgraded TransUnion from a “hold” rating to a “buy” rating in a research note on Saturday, March 14th. Barclays reduced their target price on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a report on Friday, February 13th. Finally, UBS Group lowered their price target on TransUnion from $72.00 to $69.00 and set a “neutral” rating on the stock in a research note on Monday.

TransUnion Price Performance

Shares of TransUnion stock opened at $75.66 on Tuesday. The firm has a market cap of $14.60 billion, a PE ratio of 32.61, a P/E/G ratio of 1.37 and a beta of 1.71. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The business has a 50-day moving average price of $72.60 and a 200 day moving average price of $78.91.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, beating the consensus estimate of $1.03 by $0.04. The company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.TransUnion’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same period last year, the company earned $0.97 earnings per share. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Sell-side analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

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

Insider Buying and Selling at TransUnion

In related news, CAO Jennifer A. Williams sold 1,679 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the transaction, the chief accounting officer directly owned 7,219 shares in the company, valued at approximately $577,520. The trade was a 18.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, insider Steven M. Chaouki sold 5,000 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the sale, the insider directly owned 89,711 shares of the company’s stock, valued at approximately $6,279,770. This represents a 5.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 11,746 shares of company stock worth $872,979 over the last three months. 0.37% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On TransUnion

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

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.