The Goldman Sachs Group Cuts TransUnion (NYSE:TRU) Price Target to $77.00

TransUnion (NYSE:TRU) had its price target lowered by The Goldman Sachs Group from $89.00 to $77.00 in a report released on Tuesday, MarketBeat Ratings reports. The brokerage currently has a neutral rating on the business services provider’s stock.

TRU has been the subject of a number of other research reports. Mizuho dropped their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. Wall Street Zen upgraded shares of TransUnion from a “hold” rating to a “buy” rating in a research report on Tuesday, September 22nd. Needham & Company LLC upped their target price on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Stifel Nicolaus increased their price target on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Finally, Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $94.25.

TransUnion Price Performance

NYSE:TRU opened at $62.15 on Tuesday. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. TransUnion has a one year low of $60.96 and a one year high of $89.12. The company has a fifty day moving average price of $78.09 and a 200 day moving average price of $73.71. The stock has a market cap of $11.91 billion, a P/E ratio of 16.40, a PEG ratio of 1.01 and a beta of 1.58.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.16 by $0.07. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the business posted $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Analysts anticipate that TransUnion will post 4.23 earnings per share for the current year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Thursday, August 20th were issued a dividend of $0.1250 per share. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a yield of 0.8%. TransUnion’s dividend payout ratio is currently 13.19%.

Insiders Place Their Bets

In other news, EVP Venkat Achanta sold 23,287 shares of TransUnion stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total value of $1,793,099.00. Following the completion of the sale, the executive vice president directly owned 196,912 shares of the company’s stock, valued at approximately $15,162,224. This trade represents a 10.58% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Jennifer Williams sold 1,070 shares of the business’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the sale, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at $365,934.39. This represents a 19.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 62,697 shares of company stock valued at $5,062,767 over the last quarter. Company insiders own 0.37% of the company’s stock.

Institutional Trading of TransUnion

A number of institutional investors have recently bought and sold shares of the business. Essential Partners LLC lifted its stake 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 purchasing an additional 237 shares during the period. CX Institutional lifted its holdings in TransUnion by 263.0% during the second quarter. CX Institutional now owns 668 shares of the business services provider’s stock worth $48,000 after acquiring an additional 484 shares in the last quarter. Global Retirement Partners LLC grew its position in shares of TransUnion by 26.1% in the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock valued at $59,000 after purchasing an additional 143 shares during the period. State of Wyoming acquired a new position in shares of TransUnion in the second quarter valued at approximately $70,000. Finally, Clearstead Advisors LLC increased its position in shares of TransUnion by 102.6% during the fourth quarter. Clearstead Advisors LLC now owns 1,015 shares of the business services provider’s stock worth $87,000 after acquiring an additional 514 shares in the last quarter.

TransUnion Company Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.