TransUnion (NYSE:TRU) Receives Average Rating of "Moderate Buy" from Brokerages

Key Points

• TransUnion has a consensus “Moderate Buy” rating from 16 analysts, with 10 buy ratings and six holds. The average 12-month price target is $92.75, though recent targets ranged from $70 to $102.
• TransUnion’s latest quarterly results exceeded expectations, with EPS of $1.23 versus the $1.16 consensus and revenue of $1.31 billion, up 14.9% year over year.
• The company pays a quarterly dividend of $0.125 per share, equivalent to $0.50 annually and a 0.8% yield. Insiders sold 62,975 shares worth about $5.1 million over the past 90 days.

Shares of TransUnion (NYSE:TRU - Get Free Report) have earned a consensus rating of "Moderate Buy" from the sixteen research firms that are presently covering the company, Marketbeat Ratings reports. Six equities research analysts have rated the stock with a hold recommendation and ten have given a buy recommendation to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $92.75.

A number of analysts have commented on the company. UBS Group reduced their price target on TransUnion from $82.00 to $80.00 and set a "neutral" rating for the company in a research report on Thursday, September 24th. Needham & Company LLC lifted their price objective on TransUnion from $95.00 to $100.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. Wells Fargo & Company boosted their price objective on TransUnion from $90.00 to $102.00 and gave the company an "overweight" rating in a research note on Wednesday, July 29th. Griffin Securities set a $98.00 price objective on TransUnion in a research note on Wednesday, July 29th. Finally, Barclays reduced their target price on shares of TransUnion from $85.00 to $70.00 and set an "equal weight" rating for the company in a report on Friday.

TransUnion Trading Up 0.9%

Shares of TRU stock opened at $64.00 on Tuesday. TransUnion has a 1 year low of $60.96 and a 1 year high of $89.12. The firm has a fifty day moving average price of $77.56 and a 200-day moving average price of $73.59. 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 cap of $12.26 billion, a price-to-earnings ratio of 16.89, a PEG ratio of 1.05 and a beta of 1.58.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 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 firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period in the prior year, the business posted $1.08 EPS. TransUnion'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. As a group, equities analysts predict that TransUnion will post 4.23 earnings per share for the current year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a $0.1250 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.8%. TransUnion's dividend payout ratio is 13.19%.

Insider Activity

In other TransUnion news, EVP Venkat Achanta sold 23,287 shares of the stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total value of $1,793,099.00. Following the completion of the sale, the executive vice president owned 196,912 shares in the company, valued at approximately $15,162,224. This represents a 10.58% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Todd C. Skinner sold 1,000 shares of the firm's stock in a transaction dated Thursday, October 1st. The shares were sold at an average price of $62.29, for a total value of $62,290.00. Following the sale, the insider directly owned 54,764 shares in the company, valued at approximately $3,411,249.56. This represents a 1.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 62,975 shares of company stock worth $5,062,870. 0.37% of the stock is currently owned by insiders.

Institutional Trading of TransUnion

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Essential Partners LLC boosted its stake 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 during the period. CX Institutional raised its position in shares of TransUnion by 263.0% during the second quarter. CX Institutional now owns 668 shares of the business services provider's stock valued at $48,000 after buying an additional 484 shares during the last quarter. Global Retirement Partners LLC purchased a new position in shares of TransUnion in the second quarter worth $53,000. State of Wyoming bought a new position in shares of TransUnion during the second quarter worth $70,000. Finally, Parallel Advisors LLC boosted its position in shares of TransUnion by 26.7% during the first quarter. Parallel Advisors LLC now owns 1,050 shares of the business services provider's stock worth $73,000 after acquiring an additional 221 shares during 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 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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