TransUnion (NYSE:TRU) EVP Mohamed Abdelsadek Sells 23,495 Shares of Stock

TransUnion (NYSE:TRU) EVP Mohamed Abdelsadek sold 23,495 shares of the firm’s stock in a transaction on 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 in the company, valued at $4,860,470. The trade was a 29.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Trading Up 0.0%

Shares of TransUnion stock opened at $83.84 on Thursday. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $99.39. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.93 and a current ratio of 1.90. The company has a market capitalization of $16.16 billion, a P/E ratio of 22.12, a P/E/G ratio of 1.50 and a beta of 1.55. The company has a fifty day moving average of $72.70 and a 200 day moving average of $73.63.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same period last year, the firm earned $1.08 earnings per share. The business’s quarterly revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, sell-side analysts anticipate that TransUnion will post 4.14 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is 13.19%.

Analysts Set New Price Targets

TRU has been the subject of a number of research analyst reports. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Bank of America lowered their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Robert W. Baird upped their target price on shares of TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday. Morgan Stanley reaffirmed an “overweight” rating and set a $106.00 target price on shares of TransUnion in a research note on Wednesday. Finally, UBS Group boosted their price target on shares of TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a research note on Thursday, July 2nd. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $94.38.

Institutional Trading of TransUnion

Several hedge funds have recently modified their holdings of the company. Eagle Bay Advisors LLC bought a new position in TransUnion during the fourth quarter valued at $25,000. Geneos Wealth Management Inc. increased its holdings 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 worth $26,000 after buying an additional 290 shares during the last quarter. Cornerstone Planning Group LLC raised its position 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 valued at $32,000 after buying an additional 220 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in shares of TransUnion during the 3rd quarter valued at about $36,000. Finally, Essential Partners LLC lifted its holdings in shares of TransUnion by 63.7% in the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after acquiring an additional 237 shares during the last quarter.

TransUnion News Roundup

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported second-quarter revenue of $1.31 billion, up 14.9% year over year and above the $1.28 billion consensus estimate. Adjusted EPS of $1.23 also exceeded expectations of approximately $1.14-$1.16 and rose from $1.08 a year earlier. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $4.75-$4.83, above the $4.67 consensus, while forecasting full-year revenue of $5.1-$5.2 billion. Growth in financial services, international markets and acquisition-related expansion—particularly in Latin America—supported investor enthusiasm.
• Positive Sentiment: Analysts increased their targets after the results: Wells Fargo raised its target to $102 from $90 and retained an Overweight rating; Baird lifted its target to $115 from $108 with an Outperform rating; Needham raised its target to $100 from $95 with a Buy rating; and Barclays increased its target to $85 from $80 while maintaining Equal Weight. TransUnion Strong Q2 Beat and Raised Guidance
• Neutral Sentiment: Third-quarter EPS guidance of $1.18-$1.21 is broadly in line with consensus, suggesting investors may now look for continued execution to justify the rally and the stock’s elevated valuation.
• Negative Sentiment: EVP Mohamed Abdelsadek sold 23,495 shares worth nearly $2.0 million under a pre-arranged Rule 10b5-1 plan. Quiver data also shows 14 insider sales and no purchases over the past six months, a potential sentiment concern, although planned sales do not necessarily signal deteriorating business conditions. SEC Insider Sale Filing
• Negative Sentiment: The company flagged a surge in auto-loan fraud losses, which could pressure lending-related customers and remains a risk to credit-market growth.

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.