Needham & Company LLC Issues Positive Forecast for TransUnion (NYSE:TRU) Stock Price

TransUnion (NYSE:TRU) had its price objective hoisted by investment analysts at Needham & Company LLC from $85.00 to $95.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The firm currently has a “buy” rating on the business services provider’s stock. Needham & Company LLC‘s price objective indicates a potential upside of 26.45% from the stock’s current price.

A number of other analysts have also weighed in on the stock. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. 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 note on Wednesday, July 29th. Stifel Nicolaus increased their price target on shares of TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 price target on shares of TransUnion in a research report on Wednesday, July 29th. Finally, UBS Group boosted their price objective on shares of TransUnion from $75.00 to $83.00 and gave the stock a “neutral” rating in a report on Wednesday, October 21st. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $91.81.

TransUnion Stock Performance

Shares of NYSE:TRU opened at $75.13 on Wednesday. TransUnion has a 1-year low of $60.96 and a 1-year high of $89.12. The business has a fifty day moving average price of $74.93 and a 200-day moving average price of $74.41.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, October 27th. The business services provider reported $1.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.21 by $0.04. The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.31 billion. TransUnion’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.10 EPS. As a group, equities analysts anticipate that TransUnion will post 4.24 EPS for the current fiscal year.

Insider Buying and Selling at TransUnion

In related news, CAO Jennifer A. Williams sold 1,070 shares of the stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $84.57, for a total transaction of $90,489.90. Following the transaction, the chief accounting officer owned 4,327 shares in the company, valued at $365,934.39. This represents a 19.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Zuiker sold 8,673 shares of the stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total transaction of $680,743.77. Following the transaction, the executive vice president owned 41,883 shares in the company, valued at approximately $3,287,396.67. This trade represents a 17.16% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 41,377 shares of company stock worth $3,200,570. 0.37% of the stock is owned by company insiders.

Institutional Investors Weigh In On TransUnion

A number of large investors have recently added to or reduced their stakes in TRU. Essential Partners LLC raised its stake in TransUnion by 63.7% during the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after buying an additional 237 shares during the last quarter. Root Financial Partners LLC purchased a new position in shares of TransUnion in the 3rd quarter worth $37,000. CX Institutional boosted its stake in shares of TransUnion by 263.0% in the 2nd quarter. CX Institutional now owns 668 shares of the business services provider’s stock worth $48,000 after buying an additional 484 shares during the last quarter. Global Retirement Partners LLC purchased a new position in shares of TransUnion in the 2nd quarter worth $53,000. Finally, Signaturefd LLC grew its holdings in shares of TransUnion by 42.6% in the third quarter. Signaturefd LLC now owns 887 shares of the business services provider’s stock worth $54,000 after acquiring an additional 265 shares during the period.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q3 earnings beat expectations. TransUnion reported adjusted EPS of $1.25, above the $1.21 consensus and up from $1.10 a year earlier. Revenue reached $1.31 billion, in line with estimates and 12.2% higher year over year. TransUnion Announces Strong Third Quarter 2026 Results
• Positive Sentiment: Management maintained an upbeat growth outlook. TransUnion signaled 8%–9% organic constant-currency revenue growth for 2026, despite mortgage-market headwinds. The company also plans approximately $500 million in share repurchases. TransUnion Signals 2026 Growth and Buybacks
• Positive Sentiment: Shareholder returns increased. The quarterly dividend was raised 8% to $0.135 per share, or $0.54 annually, while the company expanded its repurchase authorization to $2 billion. TransUnion Raises Dividend and Expands Buyback
• Neutral Sentiment: Fraud-prevention demand remains a potential growth driver. TransUnion launched new transaction-matching and fraud-score capabilities as consumers and merchants face increasingly sophisticated digital fraud, particularly ahead of the holiday shopping season. Nearly Half of Canadians Report Being Targeted by Digital Fraud
• Negative Sentiment: Near-term guidance slightly disappointed. Although revenue was in line for Q3, quarterly revenue guidance reportedly came in modestly below Wall Street expectations. Investors also remain concerned about margins and mortgage-related weakness, contributing to a post-earnings “sell-the-news” reaction. TransUnion Q3 2026 Earnings Results

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. The company collects, analyzes and delivers data related to credit, identity, fraud and consumer behavior, serving customers across financial services, insurance, healthcare, retail, telecommunications and other industries.

Its products and services include consumer credit reports and scores, credit-risk assessment, marketing and audience insights, identity verification, fraud detection, investigative tools and decisioning software.