TransUnion (NYSE:TRU) Stock Gets Price Target Trim from Needham & Company LLC

Key Points

• Needham lowered TransUnion’s price target from $100 to $85 while maintaining a “buy” rating, implying approximately 28.8% upside from the stock’s $66 price.
• Analyst sentiment remains broadly positive: nine analysts rate the stock “buy” and six rate it “hold,” resulting in a consensus “Moderate Buy” rating and an average price target of $91.73.
• TransUnion recently exceeded quarterly expectations, reporting $1.23 in EPS versus a $1.16 estimate and $1.31 billion in revenue, up 14.9% year over year.

TransUnion (NYSE:TRU - Get Free Report) had its target price dropped by research analysts at Needham & Company LLC from $100.00 to $85.00 in a report released on Tuesday, Benzinga reports. The brokerage presently has a "buy" rating on the business services provider's stock. Needham & Company LLC's price target would suggest a potential upside of 28.79% from the stock's current price.

Other research analysts have also recently issued research reports about the company. UBS Group reduced their target price on TransUnion from $82.00 to $80.00 and set a "neutral" rating on the stock in a report on Thursday, September 24th. Stifel Nicolaus boosted their price objective on shares of TransUnion from $88.00 to $96.00 and gave the stock a "buy" rating in a report on Wednesday, July 29th. Mizuho reduced their price objective on shares of TransUnion from $88.00 to $77.00 and set a "neutral" rating on the stock in a research note on Thursday, July 2nd. Griffin Securities set a $98.00 target price on TransUnion in a research report on Wednesday, July 29th. Finally, Morgan Stanley reaffirmed an "overweight" rating on shares of TransUnion in a research report on Friday, October 2nd. Nine research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat, TransUnion has a consensus rating of "Moderate Buy" and a consensus price target of $91.73.

TransUnion Stock Performance

NYSE:TRU opened at $66.00 on Tuesday. TransUnion has a 1-year low of $60.96 and a 1-year high of $89.12. The firm has a market cap of $12.65 billion, a PE ratio of 17.41, a P/E/G ratio of 1.11 and a beta of 1.58. The firm has a 50 day simple moving average of $75.88 and a 200-day simple moving average of $73.36. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

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. TransUnion had a return on equity of 16.29% and a net margin of 15.08%. The business had revenue of $1.31 billion for the quarter, compared to analysts' expectations of $1.28 billion. During the same quarter last year, the firm earned $1.08 earnings per share. The business's 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. On average, equities analysts expect that TransUnion will post 4.24 EPS for the current year.

Insider Buying and Selling at TransUnion

In related news, insider Todd Skinner sold 1,000 shares of the stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $62.29, for a total transaction of $62,290.00. Following the completion of the sale, the insider directly owned 54,764 shares of the company's stock, valued at $3,411,249.56. This represents a 1.79% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer Williams sold 1,070 shares of TransUnion stock in a transaction 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 owned 4,327 shares in the company, valued at $365,934.39. The trade was a 19.83% decrease in their ownership of the stock. 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. Over the last quarter, insiders sold 62,975 shares of company stock valued at $5,062,870. Corporate insiders own 0.37% of the company's stock.

Institutional Investors Weigh In On TransUnion

Hedge funds have recently bought and sold shares of the business. Nykredit A S bought a new stake in TransUnion during the second quarter worth approximately $4,226,000. Junto Capital Management LP bought a new stake in TransUnion in the 2nd quarter valued at $78,975,000. Bank of America Corp DE grew its position in TransUnion by 9.4% during the first quarter. Bank of America Corp DE now owns 1,447,914 shares of the business services provider's stock worth $100,181,000 after buying an additional 124,294 shares in the last quarter. Canada Pension Plan Investment Board acquired a new stake in shares of TransUnion during the 2nd quarter worth approximately $1,904,000. Finally, Dockside LLC acquired a new stake in TransUnion during the second quarter worth $1,544,000.

TransUnion Company Profile

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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