TransUnion (NYSE:TRU) Upgraded to Buy at Wall Street Zen

Wall Street Zen upgraded shares of TransUnion (NYSE:TRU) from a hold rating to a buy rating in a research note released on Saturday.

Several other equities analysts also recently weighed in on TRU. Bank of America cut their price target 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. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 16th. Morgan Stanley reiterated an “overweight” rating and issued a $106.00 price objective on shares of TransUnion in a research note on Wednesday. Finally, Barclays raised their target price on shares of TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a report on Wednesday. Ten equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $94.38.

TransUnion Stock Down 2.1%

TransUnion stock opened at $78.57 on Friday. The business’s 50-day simple moving average is $73.08 and its two-hundred day simple moving average is $73.61. 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 cap of $15.05 billion, a PE ratio of 20.73, a PEG ratio of 1.33 and a beta of 1.55. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $97.42.

TransUnion (NYSE:TRU) last announced its quarterly earnings data 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. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same period last year, the business posted $1.08 earnings per share. The company’s revenue for the quarter was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Equities analysts anticipate that TransUnion will post 4.14 EPS for the current year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were issued 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 yield of 0.6%. TransUnion’s payout ratio is presently 13.19%.

Insider Buying and Selling

In other news, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total transaction of $77,760.00. Following the completion of the transaction, the chief accounting officer directly owned 5,843 shares of the company’s stock, valued at $467,440. The trade was a 14.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the business’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 completion of the transaction, the executive vice president owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. This represents a 29.12% 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 sold a total of 48,150 shares of company stock valued at $3,778,562 in the last three months. 0.37% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Eagle Bay Advisors LLC purchased a new stake in shares of TransUnion during the 4th quarter worth about $25,000. Geneos Wealth Management Inc. increased its stake 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 valued at $26,000 after purchasing an additional 290 shares in the last quarter. Cornerstone Planning Group LLC increased its stake in shares of TransUnion by 130.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new position in TransUnion in the 3rd quarter worth about $36,000. Finally, Osterweis Capital Management Inc. acquired a new position in TransUnion in the 2nd quarter worth about $45,000.

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.