Bank of America Begins Coverage on TransUnion (NYSE:TRU)

Investment analysts at Bank of America started coverage on shares of TransUnion (NYSE:TRU) in a research report issued to clients and investors on Tuesday. The brokerage set a “neutral” rating and a $83.00 price target on the business services provider’s stock. Bank of America‘s price target points to a potential upside of 9.56% from the company’s previous close.

A number of other equities research analysts have also weighed in on the company. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Stifel Nicolaus cut their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Morgan Stanley set a $105.00 price target on shares of TransUnion in a report on Friday, February 13th. Wells Fargo & Company dropped their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $111.00 target price on shares of TransUnion in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.92.

TransUnion Price Performance

Shares of TRU opened at $75.76 on Tuesday. The company has a 50 day moving average of $81.78 and a two-hundred day moving average of $83.73. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The company has a market cap of $14.71 billion, a price-to-earnings ratio of 32.66, a price-to-earnings-growth ratio of 1.44 and a beta of 1.70.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, beating the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. During the same quarter in the prior year, the business posted $0.97 EPS. The business’s revenue for the quarter was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. As a group, analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the transaction, the insider directly owned 61,592 shares of the company’s stock, valued at $5,279,050.32. The trade was a 1.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Todd C. Skinner sold 500 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the sale, the insider directly owned 31,725 shares in the company, valued at $2,499,612.75. This trade represents a 1.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 7,818 shares of company stock worth $663,883. Corporate insiders own 0.22% of the company’s stock.

Hedge Funds Weigh In On TransUnion

A number of hedge funds have recently bought and sold shares of the business. Eagle Bay Advisors LLC purchased a new stake in shares of TransUnion in the fourth quarter valued at approximately $25,000. Board of the Pension Protection Fund acquired a new stake in TransUnion in the 4th quarter valued at $26,000. Geneos Wealth Management Inc. increased its holdings in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares in the last quarter. True Wealth Design LLC raised its position in TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after acquiring an additional 245 shares during the period. Finally, Elevation Point Wealth Partners LLC purchased a new position in TransUnion during the second quarter valued at $34,000.

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.