TransUnion (NYSE:TRU) Upgraded to Buy at Wall Street Zen

Wall Street Zen upgraded shares of TransUnion (NYSE:TRU) from a hold rating to a buy rating in a research note released on Saturday morning.

Several other equities analysts have also weighed in on the stock. Bank of America began coverage on shares of TransUnion in a research report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price objective for the company. Stifel Nicolaus cut their target price on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research note on Friday, February 13th. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Morgan Stanley decreased their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, TransUnion presently has an average rating of “Moderate Buy” and an average target price of $94.54.

TransUnion Price Performance

Shares of NYSE TRU opened at $69.96 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08. The company has a market capitalization of $13.48 billion, a price-to-earnings ratio of 30.16, a price-to-earnings-growth ratio of 1.28 and a beta of 1.70. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The business has a 50 day simple moving average of $78.17 and a 200-day simple moving average of $82.03.

TransUnion (NYSE:TRU) last posted its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.04. The company had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same period last year, the business posted $0.97 earnings per share. 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, equities research analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were issued a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is 21.55%.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 4,067 shares of the business’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the completion of the transaction, the executive vice president directly owned 41,063 shares of the company’s stock, valued at approximately $3,177,044.31. The trade was a 9.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the transaction, the insider directly owned 61,592 shares in the company, valued at $5,279,050.32. This trade represents a 1.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 12,064 shares of company stock worth $988,292 over the last three months. 0.22% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Royal Bank of Canada grew its stake in shares of TransUnion by 85.3% during the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after acquiring an additional 34,867 shares in the last quarter. Geneos Wealth Management Inc. lifted its position in shares of TransUnion by 1,318.2% in the first 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 in the last quarter. Bank of Montreal Can boosted its holdings in TransUnion by 20.0% during the second quarter. Bank of Montreal Can now owns 7,099 shares of the business services provider’s stock worth $625,000 after purchasing an additional 1,184 shares during the last quarter. National Pension Service boosted its holdings in TransUnion by 340.3% during the second quarter. National Pension Service now owns 3,135 shares of the business services provider’s stock worth $276,000 after purchasing an additional 2,423 shares during the last quarter. Finally, PNC Financial Services Group Inc. grew its position in TransUnion by 40.6% in the second quarter. PNC Financial Services Group Inc. now owns 4,030 shares of the business services provider’s stock valued at $355,000 after purchasing an additional 1,163 shares in the last quarter.

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.