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

TransUnion (NYSE:TRU) has been given a consensus rating of “Moderate Buy” by the fourteen ratings firms that are currently covering the stock, MarketBeat.com reports. Six analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the company. The average 12-month target price among analysts that have updated their coverage on the stock in the last year is $91.60.

A number of brokerages have issued reports on TRU. Robert W. Baird set a $108.00 target price on TransUnion in a research note on Wednesday, April 29th. Needham & Company LLC reissued a “buy” rating and set a $95.00 price target on shares of TransUnion in a research report on Wednesday, April 29th. Mizuho dropped their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a report on Thursday, July 2nd. UBS Group raised their price objective on shares of TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a research report on Thursday, July 2nd. Finally, JPMorgan Chase & Co. reduced their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th.

Insider Activity

In other news, insider Steven M. Chaouki sold 10,000 shares of TransUnion stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the sale, the insider owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. The trade was a 10.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $72,640.00. Following the completion of the transaction, the insider owned 64,634 shares in the company, valued at $4,695,013.76. This represents a 1.52% 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. Insiders sold a total of 30,155 shares of company stock worth $2,177,102 in the last 90 days. 0.37% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On TransUnion

Hedge funds have recently modified their holdings of the business. Royal Bank of Canada lifted its position in TransUnion by 85.3% in the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after buying an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the period. Invesco Ltd. increased its position in shares of TransUnion by 4.5% during the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after acquiring an additional 24,736 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in shares of TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after acquiring an additional 197 shares during the last quarter. Finally, The Manufacturers Life Insurance Company raised its stake in shares of TransUnion by 2.2% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock valued at $50,690,000 after acquiring an additional 12,280 shares during the period.

TransUnion Price Performance

NYSE:TRU opened at $75.40 on Thursday. TransUnion has a one year low of $63.37 and a one year high of $99.39. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93. The stock has a market cap of $14.54 billion, a PE ratio of 20.89, a P/E/G ratio of 1.36 and a beta of 1.55. The stock has a 50 day moving average price of $71.53 and a 200 day moving average price of $73.81.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, topping analysts’ consensus estimates 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 return on equity of 16.09% and a net margin of 14.91%.The firm’s revenue was up 13.7% compared to the same quarter last year. During the same quarter last year, the business posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities research analysts expect that TransUnion will post 4.14 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were issued a dividend of $0.125 per share. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is currently 13.85%.

TransUnion Company Profile

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.