TransUnion (NYSE:TRU) Rating Lowered to "Hold" at Wall Street Zen

Key Points

• Wall Street Zen downgraded TransUnion from “Buy” to “Hold.” Despite the downgrade, the broader analyst consensus remains “Moderate Buy,” with 10 Buy ratings, six Holds, and an average price target of $94.38.
• TransUnion reported quarterly EPS of $1.23, beating estimates of $1.16, while revenue reached $1.31 billion, up 14.9% year over year and above expectations.
• Shares opened at $77.74, below the consensus price target, while insiders have sold 49,160 shares worth approximately $4.0 million over the past 90 days.

TransUnion (NYSE:TRU - Get Free Report) was downgraded by stock analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a note issued to investors on Monday, Wall Street Zen reports.

Other research analysts also recently issued research reports about the stock. Barclays upped their price objective on shares of TransUnion from $80.00 to $85.00 and gave the company an "equal weight" rating in a research note on Wednesday, July 29th. BMO Capital Markets raised 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. Bank of America lowered their target price on shares of TransUnion from $83.00 to $80.00 and set a "neutral" rating for the company in a report on Tuesday, May 19th. Mizuho dropped their price target on shares of TransUnion from $88.00 to $77.00 and set a "neutral" rating for the company in a research report on Thursday, July 2nd. Finally, Wells Fargo & Company increased their price target on shares of TransUnion from $90.00 to $102.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $94.38.

TransUnion Trading Up 0.1%

Shares of TRU opened at $77.74 on Monday. The stock has a fifty day moving average of $80.07 and a two-hundred day moving average of $74.24. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. The company has a market capitalization of $14.90 billion, a PE ratio of 20.51, a price-to-earnings-growth ratio of 1.28 and a beta of 1.54. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion for the quarter, compared to analysts' expectations of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business's revenue was up 14.9% on a year-over-year basis. During the same quarter last year, the firm earned $1.08 earnings per share. 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, analysts forecast that TransUnion will post 4.24 EPS for the current year.

Insider Buying and Selling at TransUnion

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the business's stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the completion of the sale, the executive vice president owned 57,182 shares in the company, valued at approximately $4,860,470. The trade was a 29.12% decrease in their position. The sale 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, insider Todd Skinner 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 transaction of $84,420.00. Following the sale, the insider directly owned 55,764 shares of the company's stock, valued at approximately $4,707,596.88. This trade represents a 1.76% 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 ninety days, insiders have sold 49,160 shares of company stock worth $3,969,871. Company insiders own 0.37% of the company's stock.

Hedge Funds Weigh In On TransUnion

Several hedge funds and other institutional investors have recently made changes to their positions in TRU. Junto Capital Management LP acquired a new stake in TransUnion in the 2nd quarter valued at $78,975,000. National Pension Service lifted its stake in shares of TransUnion by 174.8% during the second quarter. National Pension Service now owns 32,791 shares of the business services provider's stock worth $2,366,000 after purchasing an additional 20,860 shares in the last quarter. C WorldWide Group Holding A S boosted its position in shares of TransUnion by 1.1% in the second quarter. C WorldWide Group Holding A S now owns 127,804 shares of the business services provider's stock worth $9,220,000 after buying an additional 1,352 shares during the period. Arizona State Retirement System boosted its position in shares of TransUnion by 4.9% in the second quarter. Arizona State Retirement System now owns 55,318 shares of the business services provider's stock worth $3,991,000 after buying an additional 2,563 shares during the period. Finally, Nykredit A S acquired a new stake in shares of TransUnion in the second quarter valued at about $3,890,000.

TransUnion Company Profile

TransUnion NYSE: TRU is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.

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