Bank of America Initiates Coverage on TransUnion (NYSE:TRU)

Stock analysts at Bank of America assumed coverage on shares of TransUnion (NYSE:TRU) in a research report issued to clients and investors on Tuesday. The firm set a “neutral” rating and a $83.00 price target on the business services provider’s stock. Bank of America‘s price target indicates a potential upside of 12.41% from the stock’s previous close.

TRU has been the subject of several other reports. Needham & Company LLC decreased their target price on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research note on Friday. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Morgan Stanley set a $105.00 price objective on shares of TransUnion in a research report on Friday. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $80.00 target price on shares of TransUnion in a report on Friday. Finally, Barclays lowered their price target on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a report on Friday. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.92.

TransUnion Stock Up 4.3%

TransUnion stock opened at $73.83 on Tuesday. TransUnion has a twelve month low of $65.24 and a twelve month high of $101.19. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The company has a 50 day moving average of $82.07 and a 200-day moving average of $83.91. The stock has a market capitalization of $14.34 billion, a PE ratio of 31.83, a price-to-earnings-growth ratio of 1.42 and a beta of 1.70.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The firm had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. During the same period in the prior year, the business earned $0.97 EPS. The company’s revenue for the quarter was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, equities research analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

Insiders Place Their Bets

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the sale, the insider directly owned 31,725 shares in the company, valued at $2,499,612.75. This represents a 1.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion 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 completion of the transaction, the insider owned 61,592 shares in the company, valued at approximately $5,279,050.32. The trade was a 1.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 7,818 shares of company stock worth $663,883 over the last ninety days. Corporate insiders own 0.25% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Penserra Capital Management LLC boosted its stake in shares of TransUnion by 12.8% in the 2nd quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock valued at $92,000 after purchasing an additional 120 shares in the last quarter. Covestor Ltd boosted its position in TransUnion by 20.9% in the third quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock valued at $62,000 after buying an additional 127 shares in the last quarter. DAVENPORT & Co LLC grew its stake in shares of TransUnion by 0.4% during the third quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock worth $2,779,000 after buying an additional 137 shares during the last quarter. Global Retirement Partners LLC grew its stake in shares of TransUnion by 26.1% during the fourth quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock worth $59,000 after buying an additional 143 shares during the last quarter. Finally, Rovin Capital UT ADV increased its holdings in shares of TransUnion by 2.3% during the third quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider’s stock worth $537,000 after buying an additional 147 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.