TransUnion (NYSE:TRU) Price Target Raised to $85.00

TransUnion (NYSE:TRU) had its target price hoisted by Barclays from $80.00 to $85.00 in a research note issued to investors on Wednesday morning,Benzinga reports. Barclays currently has an equal weight rating on the business services provider’s stock.

Several other research firms have also recently commented on TRU. Bank of America cut their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. Griffin Securities set a $98.00 price objective on shares of TransUnion in a report on Wednesday. BMO Capital Markets boosted their price objective on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $82.00 price objective on shares of TransUnion in a research report on Tuesday. Finally, BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and an average price target of $94.38.

TransUnion Stock Performance

Shares of NYSE TRU opened at $78.57 on Wednesday. TransUnion has a 12 month low of $63.37 and a 12 month high of $97.42. The company has a market cap of $15.05 billion, a P/E ratio of 20.73, a P/E/G ratio of 1.35 and a beta of 1.55. The business’s 50 day moving average is $73.08 and its two-hundred day moving average is $73.61. The company has a quick ratio of 1.93, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.07. The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.TransUnion’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same period in the prior year, the business earned $1.08 earnings per share. 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, equities analysts expect that TransUnion will post 4.14 EPS for the current year.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were given a $0.125 dividend. 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%.

Insider Activity

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. This trade represents a 29.12% decrease in their position. The transaction was disclosed in a legal 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, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $72,640.00. Following the transaction, the insider directly owned 64,634 shares of the company’s stock, valued at $4,695,013.76. The trade was a 1.52% decrease in their ownership of the stock. 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. Over the last three months, insiders have sold 48,150 shares of company stock valued at $3,778,562. 0.37% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Dodge & Cox acquired a new stake in TransUnion during the fourth quarter valued at approximately $843,952,000. Independent Franchise Partners LLP grew its position in TransUnion by 99.7% in the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after acquiring an additional 4,561,619 shares during the period. State Street Corp grew its position in TransUnion by 0.7% in the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after acquiring an additional 50,232 shares during the period. Van ECK Associates Corp raised its stake in TransUnion by 7.0% during the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after acquiring an additional 323,149 shares in the last quarter. Finally, Bessemer Group Inc. raised its stake in TransUnion by 5.8% during the fourth quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock worth $323,185,000 after acquiring an additional 205,449 shares in 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.