TransUnion (NYSE:TRU) Shares Climb 6.6% – What’s Next?

TransUnion (NYSE:TRU) shares traded up 6.6% during mid-day trading on Thursday. The company traded as high as $70.45 and last traded at $71.3650. 129,930 shares were traded during mid-day trading, a decline of 95% from the average daily volume of 2,493,206 shares. The stock had previously closed at $66.94.

Wall Street Analysts Forecast Growth

TRU has been the topic of a number of research reports. Weiss Ratings raised TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Needham & Company LLC lowered their price target on shares of TransUnion from $100.00 to $85.00 and set a “buy” rating for the company in a research note on Tuesday. Stifel Nicolaus upped their price target on shares of TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Wells Fargo & Company raised their price objective on TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Finally, BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. Nine investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and an average target price of $91.13.

TransUnion Stock Up 8.9%

The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. The firm has a market capitalization of $13.96 billion, a P/E ratio of 19.24, a price-to-earnings-growth ratio of 1.15 and a beta of 1.58. The company’s fifty day simple moving average is $75.33 and its 200 day simple moving average is $73.35.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.08 EPS. 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 expect that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Thursday, August 20th were paid a $0.1250 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, August 20th. TransUnion’s dividend payout ratio is presently 13.19%.

Insiders Place Their Bets

In other news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $84.42, for a total value of $84,420.00. Following the completion of the transaction, the insider owned 79,888 shares of the company’s stock, valued at approximately $6,744,144.96. This represents a 1.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 1,070 shares of the stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the completion of the transaction, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at $365,934.39. This represents a 19.83% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 62,975 shares of company stock valued at $5,062,870 over the last ninety days. 0.37% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On TransUnion

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TRU. BlackRock Inc. purchased a new position in TransUnion during the second quarter valued at $1,367,560,000. Independent Franchise Partners LLP boosted its holdings in shares of 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 valued at $783,489,000 after buying an additional 4,561,619 shares in the last quarter. Jupiter Topco LLC bought a new stake in shares of TransUnion during the 2nd quarter valued at $280,292,000. Meritage Group LP bought a new position in shares of TransUnion in the 2nd quarter worth about $263,751,000. Finally, William Blair Investment Management LLC purchased a new position in TransUnion during the 2nd quarter valued at about $191,080,000.

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.