TransUnion (NYSE:TRU) Upgraded at Wall Street Zen

Key Points

• Wall Street Zen upgraded TransUnion from “hold” to “buy.” Overall analyst sentiment is “Moderate Buy,” with 10 buy ratings and six holds, and a consensus price target of $94.38.
• TransUnion recently exceeded quarterly expectations, reporting $1.23 in EPS versus the $1.16 consensus and $1.31 billion in revenue, up 14.9% year over year.
• The stock was trading at $79.89 after a reported 5.9% decline. Institutional ownership increased significantly, while insiders sold 49,160 shares worth approximately $4.0 million over the past three months.

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

Several other research analysts have also recently weighed in on the company. UBS Group boosted their target price on TransUnion from $72.00 to $77.00 and gave the stock a "neutral" rating in a report on Thursday, July 2nd. Weiss Ratings upgraded TransUnion from a "hold (c-)" rating to a "hold (c)" rating in a report on Thursday, August 13th. Mizuho dropped their price objective on shares of TransUnion from $88.00 to $77.00 and set a "neutral" rating for the company in a report on Thursday, July 2nd. Barclays lifted their target price on shares of TransUnion from $80.00 to $85.00 and gave the stock an "equal weight" rating in a research note on Wednesday, July 29th. Finally, The Goldman Sachs Group reaffirmed a "neutral" rating and set a $82.00 price target on shares of TransUnion in a research report on Tuesday, July 28th. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, TransUnion has a consensus rating of "Moderate Buy" and a consensus price target of $94.38.

TransUnion Trading Down 5.9%

TRU stock opened at $79.89 on Friday. The business's 50-day moving average is $79.78 and its 200 day moving average is $74.14. TransUnion has a 12-month low of $63.37 and a 12-month high of $95.50. The stock has a market cap of $15.31 billion, a price-to-earnings ratio of 21.08, a PEG ratio of 1.31 and a beta of 1.54. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping 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 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 period in the previous year, the company posted $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. On average, sell-side analysts anticipate that TransUnion will post 4.24 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Steven Chaouki sold 10,000 shares of TransUnion stock in a transaction that occurred on Wednesday, July 1st. The shares were 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 $6,530,771.84. The trade was a 10.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd Skinner sold 1,000 shares of the firm's stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $84.42, for a total transaction of $84,420.00. Following the completion of the sale, the insider owned 55,764 shares in the company, valued at $4,707,596.88. The trade was a 1.76% 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. Insiders have sold a total of 49,160 shares of company stock worth $3,969,871 over the last three months. 0.37% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. California State Teachers Retirement System grew its position in shares of TransUnion by 6,636.6% during the second quarter. California State Teachers Retirement System now owns 22,788,593 shares of the business services provider's stock worth $1,643,969,000 after acquiring an additional 22,450,313 shares during the last quarter. BlackRock Inc. purchased a new stake in shares of TransUnion in the second quarter valued at about $1,367,560,000. Dodge & Cox acquired a new stake in shares of TransUnion during the fourth quarter worth about $843,952,000. Independent Franchise Partners LLP increased its position in TransUnion by 99.7% in 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 acquiring an additional 4,561,619 shares during the period. Finally, Jupiter Topco LLC purchased a new stake in TransUnion during the 2nd quarter valued at approximately $280,292,000.

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.

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