TransUnion (NYSE:TRU – Free Report) – Stock analysts at Autonomous Res issued their Q1 2026 EPS estimates for TransUnion in a research report issued on Tuesday, January 27th. Autonomous Res analyst K. Zhu forecasts that the business services provider will post earnings per share of $0.99 for the quarter. The consensus estimate for TransUnion’s current full-year earnings is $3.99 per share. Autonomous Res also issued estimates for TransUnion’s Q2 2026 earnings at $1.16 EPS, Q4 2026 earnings at $1.08 EPS and FY2027 earnings at $5.12 EPS.
Several other research analysts have also recently weighed in on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. Wells Fargo & Company decreased their target price on TransUnion from $118.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday, January 14th. Morgan Stanley lowered their target price on TransUnion from $122.00 to $120.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 17th. JPMorgan Chase & Co. dropped their price target on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a report on Friday, October 24th. Finally, UBS Group set a $90.00 price objective on TransUnion and gave the company a “neutral” rating in a report on Friday, October 24th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $101.08.
TransUnion Stock Down 0.6%
TRU stock opened at $80.65 on Wednesday. TransUnion has a 1-year low of $66.38 and a 1-year high of $101.19. The business’s 50 day simple moving average is $84.69 and its 200 day simple moving average is $85.87. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 1.10. The firm has a market capitalization of $15.66 billion, a PE ratio of 37.69, a PEG ratio of 1.53 and a beta of 1.72.
Institutional Investors Weigh In On TransUnion
A number of institutional investors have recently made changes to their positions in TRU. Royal Bank of Canada boosted its holdings 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 acquiring an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. raised its holdings in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the last quarter. GAMMA Investing LLC lifted its position in shares of TransUnion by 110.0% in the 2nd quarter. GAMMA Investing LLC now owns 1,894 shares of the business services provider’s stock worth $167,000 after purchasing an additional 992 shares during the period. Avior Wealth Management LLC lifted its position in shares of TransUnion by 12.2% in the 2nd quarter. Avior Wealth Management LLC now owns 6,010 shares of the business services provider’s stock worth $529,000 after purchasing an additional 653 shares during the period. Finally, Triad Wealth Partners LLC boosted its stake in shares of TransUnion by 9.5% in the 2nd quarter. Triad Wealth Partners LLC now owns 3,780 shares of the business services provider’s stock valued at $333,000 after purchasing an additional 329 shares during the last quarter.
Insider Transactions at TransUnion
In related news, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the sale, the executive vice president owned 50,427 shares in the company, valued at $4,336,722. The trade was a 7.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $84.04, for a total value of $84,040.00. Following the sale, the insider owned 62,592 shares in the company, valued at approximately $5,260,231.68. This trade represents a 1.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 8,318 shares of company stock valued at $704,958. 0.22% of the stock is currently owned by insiders.
TransUnion Dividend Announcement
The firm also recently announced a quarterly dividend, which was paid on Monday, December 8th. Shareholders of record on Friday, November 21st were paid a dividend of $0.115 per share. The ex-dividend date of this dividend was Friday, November 21st. This represents a $0.46 annualized dividend and a yield of 0.6%. TransUnion’s payout ratio is presently 21.50%.
More TransUnion News
Here are the key news stories impacting TransUnion this week:
- Positive Sentiment: Multiple Canadian partnerships to add rental-payment data expand TransUnion’s alternative-data footprint and could grow recurring data revenue while improving financial-inclusion positioning. TransUnion and FrontLobby to Launch Rental Payment Reporting on Credit Files
- Positive Sentiment: Another Canadian integration (Zenbase) increases scale of rent reporting (addresses ~5M renters) and supports TransUnion’s strategy to broaden credit-data inputs and win new customers. TransUnion and Zenbase Bring Rental Payment Information to Credit Reports
- Positive Sentiment: Product recognition: Juniper Research named TransUnion a Gold Winner for Best Branded Call Solution — a credibility boost for its fraud/communications offerings that can aid commercial sales. Juniper Research Names TransUnion Gold Winner in Best Branded Call Solution
- Positive Sentiment: Analyst estimates from Autonomous Res project FY2026 and FY2027 EPS growth (FY2026 $4.32; FY2027 $5.12), higher than current consensus — suggests analysts see ongoing margin/revenue expansion (supports medium-term upside).
- Positive Sentiment: Consensus/Street sentiment remains constructive — recent note shows an average analyst recommendation of “Moderate Buy,” which can underpin investor confidence. TransUnion (NYSE:TRU) Receives Average Recommendation of “Moderate Buy” from Analysts
- Neutral Sentiment: Zacks highlights TransUnion’s history of earnings beats and argues the setup favors another beat — positive if realized, but speculative ahead of results. Will TransUnion (TRU) Beat Estimates Again in Its Next Earnings Report?
- Negative Sentiment: A Yahoo Finance valuation check flags recent share-price weakness and raises valuation questions — puts short-term pressure on sentiment as investors reassess multiples relative to growth. TransUnion (TRU) Valuation Check After Recent Share Price Weakness
- Negative Sentiment: Insider selling activity and mixed hedge-fund flows are visible in recent datasets (several senior exec sales and large portfolio rebalances), which can weigh on near-term sentiment and signal liquidity-taking. TransUnion and FrontLobby Partner to Enhance Rental Payment Reporting for Credit Building in Canada
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.
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