TransUnion (NYSE:TRU) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of TransUnion (NYSE:TRU) from a hold rating to a buy rating in a research report sent to investors on Saturday.

A number of other research firms have also weighed in on TRU. The Goldman Sachs Group reaffirmed a “neutral” rating and issued a $82.00 price objective on shares of TransUnion in a research note on Tuesday, July 28th. JPMorgan Chase & Co. dropped their price target on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Bank of America reduced their price objective on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. BMO Capital Markets upped their target price on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Finally, Needham & Company LLC lifted their price target on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, TransUnion has an average rating of “Moderate Buy” and an average price target of $94.38.

TransUnion Price Performance

Shares of NYSE:TRU opened at $80.10 on Friday. The firm’s 50 day simple moving average is $73.27 and its two-hundred day simple moving average is $73.50. 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 company has a market capitalization of $15.35 billion, a P/E ratio of 21.14, a P/E/G ratio of 1.33 and a beta of 1.53. TransUnion has a 1-year low of $63.37 and a 1-year high of $95.50.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating the consensus estimate of $1.16 by $0.07. The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company’s revenue was up 14.9% on a year-over-year basis. During the same period last year, the firm earned $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 4.14 EPS for the current fiscal year.

TransUnion Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were paid a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is presently 13.19%.

Insider Activity

In other news, insider Steven M. Chaouki sold 10,000 shares of TransUnion stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $726,400.00. Following the completion of the transaction, the insider owned 89,906 shares in the company, valued at approximately $6,530,771.84. The trade was a 10.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the transaction, the executive vice president directly owned 45,248 shares in the company, valued at approximately $3,251,973.76. This represents a 12.87% 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. In the last three months, insiders sold 48,150 shares of company stock worth $3,778,562. 0.37% of the stock is owned by insiders.

Institutional Investors Weigh In On TransUnion

Several hedge funds and other institutional investors have recently made changes to their positions in TRU. Global Retirement Partners LLC increased its holdings in TransUnion by 26.1% during the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock worth $59,000 after purchasing an additional 143 shares during the period. Annis Gardner Whiting Capital Advisors LLC raised its position in TransUnion by 14.7% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock valued at $82,000 after purchasing an additional 152 shares in the last quarter. CIBC Asset Management Inc boosted its stake in shares of TransUnion by 2.2% in the 4th quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock valued at $734,000 after buying an additional 182 shares during the period. Parallel Advisors LLC boosted its stake in shares of TransUnion by 29.5% in the 4th quarter. Parallel Advisors LLC now owns 829 shares of the business services provider’s stock valued at $71,000 after buying an additional 189 shares during the period. Finally, IHT Wealth Management LLC grew its position in shares of TransUnion by 7.9% during the fourth quarter. IHT Wealth Management LLC now owns 2,659 shares of the business services provider’s stock worth $228,000 after buying an additional 195 shares in the last quarter.

About TransUnion

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.