Brokerages Set TransUnion (NYSE:TRU) Target Price at $94.38

Shares of TransUnion (NYSE:TRU) have earned a consensus rating of “Moderate Buy” from the sixteen research firms that are covering the stock, Marketbeat Ratings reports. Six analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company. The average 12-month price objective among brokers that have updated their coverage on the stock in the last year is $94.3750.

TRU has been the topic of a number of research analyst reports. Wells Fargo & Company raised their price objective on shares of TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. UBS Group upped their target price on TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a research report on Thursday, July 2nd. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $82.00 price target on shares of TransUnion in a research note on Tuesday, July 28th. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $106.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th.

TransUnion Stock Up 5.1%

TRU opened at $83.53 on Monday. TransUnion has a 12 month low of $63.37 and a 12 month high of $95.50. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The stock has a market cap of $16.00 billion, a P/E ratio of 22.04, a P/E/G ratio of 1.31 and a beta of 1.53. The stock’s 50 day moving average price is $75.53 and its 200 day moving average price is $73.19.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the previous year, the firm posted $1.08 EPS. The firm’s quarterly revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, research analysts predict that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be issued a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 20th. TransUnion’s payout ratio is presently 13.19%.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $79.96, for a total transaction of $79,960.00. Following the transaction, the insider owned 88,906 shares in the company, valued at approximately $7,108,923.76. This trade represents a 1.11% decrease in their position. The transaction was disclosed in a document filed 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, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the transaction, the executive vice president owned 57,182 shares in the company, valued at approximately $4,860,470. This trade represents a 29.12% decrease in their position. 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 58,773 shares of company stock valued at $4,615,228 in the last quarter. 0.37% of the stock is owned by company insiders.

Institutional Investors Weigh In On TransUnion

Institutional investors have recently added to or reduced their stakes in the stock. Geneos Wealth Management Inc. raised its holdings 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 valued at $26,000 after buying an additional 290 shares during the last quarter. Cornerstone Planning Group LLC raised its holdings in TransUnion by 130.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after buying an additional 220 shares during the period. Measured Wealth Private Client Group LLC bought a new stake in TransUnion in the 3rd quarter valued at approximately $36,000. Osterweis Capital Management Inc. bought a new stake in TransUnion during the second quarter worth about $45,000. Finally, EverSource Wealth Advisors LLC raised its holdings in shares of TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares during the period.

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.