Shares of TransUnion (NYSE:TRU – Get Free Report) have earned an average recommendation of “Moderate Buy” from the fifteen analysts that are covering the company, MarketBeat.com reports. Six equities research analysts have rated the stock with a hold rating and nine have issued a buy rating on the company. The average 1-year target price among analysts that have covered the stock in the last year is $92.73.
Several research firms recently issued reports on TRU. Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, October 3rd. BMO Capital Markets raised their target price on TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Robert W. Baird raised their target price on TransUnion from $108.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. The Goldman Sachs Group dropped their target price on TransUnion from $77.00 to $68.00 and set a “neutral” rating for the company in a research report on Friday, October 2nd. Finally, Griffin Securities set a $98.00 price target on shares of TransUnion in a research note on Wednesday, July 29th.
Read Our Latest Stock Analysis on TRU
TransUnion Stock Up 0.8%
TransUnion (NYSE:TRU – Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the business posted $1.08 earnings per share. The company’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. Research analysts predict that TransUnion will post 4.24 EPS for the current year.
TransUnion Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a $0.1250 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.8%. TransUnion’s dividend payout ratio (DPR) is presently 13.19%.
Insiders Place Their Bets
In related news, EVP Alicia Zuiker sold 8,673 shares of TransUnion stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total value of $680,743.77. Following the completion of the transaction, the executive vice president owned 41,883 shares in the company, valued at approximately $3,287,396.67. The trade was a 17.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Venkat Achanta sold 23,287 shares of the company’s stock in a transaction that occurred on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total transaction of $1,793,099.00. Following the sale, the executive vice president directly owned 196,912 shares in the company, valued at approximately $15,162,224. The trade was a 10.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 62,975 shares of company stock valued at $5,062,870. 0.37% of the stock is owned by company insiders.
Hedge Funds Weigh In On TransUnion
Several institutional investors have recently modified their holdings of the business. BlackRock Inc. purchased a new position in TransUnion in the second quarter valued at $1,367,560,000. Independent Franchise Partners LLP increased its holdings in TransUnion by 99.7% during the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after purchasing an additional 4,561,619 shares during the period. Van ECK Associates Corp increased its holdings in TransUnion by 7.0% during the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after purchasing an additional 323,149 shares during the period. Jupiter Topco LLC acquired a new stake in TransUnion in the 2nd quarter valued at about $280,292,000. Finally, Meritage Group LP acquired a new stake in TransUnion in the 2nd quarter valued at about $263,751,000.
About TransUnion
TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.
Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.
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