TransUnion (NYSE:TRU) Sets New 52-Week Low on Analyst Downgrade

Shares of TransUnion (NYSE:TRU) reached a new 52-week low on Wednesday after The Goldman Sachs Group lowered their price target on the stock from $89.00 to $77.00. The Goldman Sachs Group currently has a neutral rating on the stock. TransUnion traded as low as $61.79 and last traded at $64.3960, with a volume of 4029552 shares traded. The stock had previously closed at $66.19.

TRU has been the topic of a number of other research reports. Stifel Nicolaus upped their target price on shares of TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Needham & Company LLC lifted their price objective on shares of TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. BMO Capital Markets raised their price target on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Mizuho cut their target price on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. Finally, Griffin Securities set a $98.00 price target on TransUnion in a report on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and an average target price of $94.25.

Insider Activity at TransUnion

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 owned 57,182 shares in the company, valued at approximately $4,860,470. This trade represents a 29.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 1,070 shares of TransUnion stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $84.57, for a total transaction of $90,489.90. Following the completion of the transaction, the chief accounting officer directly owned 4,327 shares in the company, valued at $365,934.39. This represents a 19.83% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 62,697 shares of company stock worth $5,062,767 in the last quarter. Company insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On TransUnion

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Essential Partners LLC grew 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 worth $42,000 after acquiring an additional 237 shares during the last quarter. CX Institutional boosted its position in shares of TransUnion by 263.0% in the 2nd quarter. CX Institutional now owns 668 shares of the business services provider’s stock valued at $48,000 after purchasing an additional 484 shares during the period. Global Retirement Partners LLC increased its stake in TransUnion by 26.1% in the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock worth $59,000 after purchasing an additional 143 shares in the last quarter. State of Wyoming acquired a new stake in TransUnion during the 2nd quarter worth about $70,000. Finally, Parallel Advisors LLC lifted its stake in TransUnion by 26.7% during the first quarter. Parallel Advisors LLC now owns 1,050 shares of the business services provider’s stock valued at $73,000 after buying an additional 221 shares in the last quarter.

TransUnion Stock Performance

The firm’s fifty day simple moving average is $78.32 and its 200 day simple moving average is $73.77. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The company has a market capitalization of $11.74 billion, a price-to-earnings ratio of 16.17, a PEG ratio of 1.06 and a beta of 1.54.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter last year, the business posted $1.08 EPS. The company’s 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 forecast that TransUnion will post 4.23 EPS for the current year.

TransUnion Announces Dividend

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

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.