TransUnion (NYSE:TRU) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of TransUnion (NYSE:TRU) have been given an average rating of “Moderate Buy” by the fourteen analysts that are currently covering the company, MarketBeat reports. Six research analysts have rated the stock with a hold recommendation, seven have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month target price among brokerages that have issued a report on the stock in the last year is $91.2667.

Several brokerages have recently commented on TRU. Robert W. Baird set a $108.00 price objective on shares of TransUnion in a research report on Wednesday, April 29th. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Morgan Stanley decreased their price objective on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Barclays reduced their price target on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a report on Friday, February 13th. Finally, Mizuho initiated coverage on shares of TransUnion in a report on Thursday, April 16th. They issued a “neutral” rating and a $80.00 price target on the stock.

TransUnion Stock Up 0.4%

Shares of TRU stock opened at $73.80 on Wednesday. The company has a market capitalization of $14.23 billion, a price-to-earnings ratio of 20.44, a PEG ratio of 1.30 and a beta of 1.56. TransUnion has a one year low of $64.51 and a one year high of $99.39. The company’s fifty day moving average price is $70.58 and its 200-day moving average price is $76.95. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating the consensus estimate of $1.11 by $0.07. The firm had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The company’s revenue was up 13.7% on a year-over-year basis. During the same period last year, the firm earned $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Sell-side analysts expect that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be issued a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Wednesday, May 27th. TransUnion’s payout ratio is currently 13.85%.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction on Friday, May 1st. The shares were sold at an average price of $71.93, for a total value of $35,965.00. Following the completion of the transaction, the insider directly owned 55,263 shares of the company’s stock, valued at $3,975,067.59. This trade represents a 0.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of TransUnion stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $71.93, for a total transaction of $359,650.00. Following the transaction, the insider directly owned 84,711 shares of the company’s stock, valued at approximately $6,093,262.23. This represents a 5.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 23,733 shares of company stock worth $1,733,826. Insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Several large investors have recently added to or reduced their stakes in the stock. Essential Partners LLC boosted its position in 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 buying an additional 237 shares during the period. Bank of America Corp DE boosted its position in TransUnion by 9.4% in the 1st quarter. Bank of America Corp DE now owns 1,447,914 shares of the business services provider’s stock valued at $100,181,000 after buying an additional 124,294 shares during the period. Janus Henderson Group PLC boosted its position in TransUnion by 8.5% in the 1st quarter. Janus Henderson Group PLC now owns 3,740,326 shares of the business services provider’s stock valued at $258,794,000 after buying an additional 293,091 shares during the period. Arkadios Wealth Advisors boosted its position in TransUnion by 4.1% in the 1st quarter. Arkadios Wealth Advisors now owns 8,839 shares of the business services provider’s stock valued at $612,000 after buying an additional 346 shares during the period. Finally, Amundi boosted its position in TransUnion by 6.3% in the 1st quarter. Amundi now owns 979,450 shares of the business services provider’s stock valued at $67,768,000 after buying an additional 57,636 shares during the period.

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.