TransUnion (NYSE:TRU) Upgraded to Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded TransUnion to “buy” from “hold.” The stock has a “Moderate Buy” consensus rating, with 10 analysts rating it a buy and six a hold; the average price target is $94.69.
• TransUnion exceeded quarterly expectations, reporting $1.23 in EPS versus the $1.16 consensus estimate and $1.31 billion in revenue versus $1.28 billion expected. Revenue increased 14.9% year over year.
• Company insiders sold 73,697 shares worth approximately $5.86 million over the past three months, while insiders retain a 0.37% ownership stake.

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

Several other brokerages also recently issued reports on TRU. Needham & Company LLC raised their price objective on shares of TransUnion from $95.00 to $100.00 and gave the stock a "buy" rating in a research note on Wednesday, July 29th. Stifel Nicolaus boosted their price objective on TransUnion from $88.00 to $96.00 and gave the company a "buy" rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 price objective on TransUnion in a research report on Wednesday, July 29th. Morgan Stanley reiterated an "overweight" rating and set a $106.00 target price on shares of TransUnion in a research report on Wednesday, July 29th. Finally, Weiss Ratings raised shares of TransUnion from a "hold (c-)" rating to a "hold (c)" rating in a research note on Thursday, August 13th. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company's stock. Based on data from MarketBeat.com, TransUnion has an average rating of "Moderate Buy" and a consensus target price of $94.69.

TransUnion Stock Performance

Shares of TRU opened at $71.53 on Tuesday. The business has a 50-day simple moving average of $79.78 and a two-hundred day simple moving average of $74.15. The stock has a market cap of $13.71 billion, a price-to-earnings ratio of 18.87, a PEG ratio of 1.19 and a beta of 1.54. TransUnion has a 52 week low of $63.37 and a 52 week high of $89.25. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping analysts' consensus estimates of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the prior year, the company posted $1.08 earnings per share. The business's quarterly revenue was up 14.9% compared to the same quarter last year. 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, analysts expect that TransUnion will post 4.23 EPS for the current year.

Insider Activity at TransUnion

In related news, CAO Jennifer A. Williams sold 1,070 shares of the company's 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 transaction, the chief accounting officer directly owned 4,327 shares of the company's stock, valued at $365,934.39. This represents a 19.83% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 1,250 shares of TransUnion stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $79.07, for a total value of $98,837.50. Following the sale, the executive vice president directly owned 53,431 shares of the company's stock, valued at approximately $4,224,789.17. This represents a 2.29% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 73,697 shares of company stock valued at $5,861,807 over the last three months. Company insiders own 0.37% of the company's stock.

Institutional Trading of TransUnion

Several hedge funds and other institutional investors have recently bought and sold shares of TRU. Essential Partners LLC boosted its position in TransUnion by 63.7% in the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider's stock worth $42,000 after purchasing an additional 237 shares in the last quarter. CX Institutional increased its holdings in shares of TransUnion by 263.0% during the 2nd quarter. CX Institutional now owns 668 shares of the business services provider's stock valued at $48,000 after purchasing an additional 484 shares in the last quarter. Global Retirement Partners LLC increased its holdings in shares of TransUnion by 26.1% during the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider's stock valued at $59,000 after purchasing an additional 143 shares in the last quarter. State of Wyoming acquired a new position in shares of TransUnion in the 2nd quarter valued at $70,000. Finally, Clearstead Advisors LLC boosted its holdings in TransUnion by 102.6% during the fourth quarter. Clearstead Advisors LLC now owns 1,015 shares of the business services provider's stock worth $87,000 after buying an additional 514 shares in the last quarter.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.