TransUnion (NYSE:TRU) Sets New 1-Year Low – Time to Sell?

TransUnion (NYSE:TRU)’s stock price reached a new 52-week low during mid-day trading on Wednesday . The company traded as low as $63.96 and last traded at $64.2660, with a volume of 2191256 shares changing hands. The stock had previously closed at $68.92.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on TRU shares. Bank of America decreased their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. UBS Group cut their price objective on TransUnion from $75.00 to $72.00 and set a “neutral” rating for the company in a research report on Tuesday. JPMorgan Chase & Co. reduced their price objective on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Finally, Robert W. Baird set a $108.00 target price on TransUnion in a research note on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and an average target price of $91.47.

TransUnion Stock Up 0.4%

The company has a market cap of $12.50 billion, a P/E ratio of 17.96, a price-to-earnings-growth ratio of 1.14 and a beta of 1.56. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. The firm’s 50 day moving average price is $70.49 and its 200-day moving average price is $75.65.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The business had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. During the same period in the previous year, the firm posted $1.05 earnings per share. TransUnion’s revenue for the quarter was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, equities research analysts expect that TransUnion will post 4.21 EPS for the current year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were paid a $0.125 dividend. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.8%. TransUnion’s dividend payout ratio is 13.85%.

Insider Transactions at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total transaction of $350,000.00. Following the transaction, the insider owned 89,711 shares in the company, valued at approximately $6,279,770. This trade represents a 5.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the transaction, the executive vice president owned 45,248 shares of the company’s stock, valued at $3,251,973.76. The trade was a 12.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 25,666 shares of company stock worth $1,843,542 in the last three months. Insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Global Retirement Partners LLC raised its holdings in TransUnion by 26.1% in the fourth quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock worth $59,000 after purchasing an additional 143 shares during the period. Annis Gardner Whiting Capital Advisors LLC grew its holdings in shares of TransUnion by 14.7% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock valued at $82,000 after buying an additional 152 shares during the period. CIBC Asset Management Inc increased its position in shares of TransUnion by 2.2% in the 4th quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock valued at $734,000 after buying an additional 182 shares in the last quarter. Parallel Advisors LLC increased its position in shares of TransUnion by 29.5% in the 4th quarter. Parallel Advisors LLC now owns 829 shares of the business services provider’s stock valued at $71,000 after buying an additional 189 shares in the last quarter. Finally, IHT Wealth Management LLC raised its stake in TransUnion by 7.9% during the 4th quarter. IHT Wealth Management LLC now owns 2,659 shares of the business services provider’s stock worth $228,000 after buying an additional 195 shares during the period.

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.