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

Key Points

• Analysts rate TransUnion a “Moderate Buy”: Of 16 analysts, 10 recommend buying and six recommend holding, with an average 12-month price target of $94.38.
• Quarterly results exceeded expectations: TransUnion reported adjusted EPS of $1.23 versus the $1.16 consensus estimate and revenue of $1.31 billion, up 14.9% year over year.
• The company maintains shareholder returns: TransUnion paid a quarterly dividend of $0.125, equivalent to an annualized $0.50 dividend and a 0.7% yield, while insiders sold roughly $4.0 million of stock over the past 90 days.

TransUnion (NYSE:TRU - Get Free Report) has earned an average rating of "Moderate Buy" from the sixteen analysts that are presently covering the firm, Marketbeat Ratings reports. Six research analysts have rated the stock with a hold recommendation and ten have issued a buy recommendation on the company. The average 1 year price target among analysts that have issued ratings on the stock in the last year is $94.3750.

A number of equities research analysts have recently commented on the company. BNP Paribas Exane upgraded TransUnion from a "neutral" rating to an "outperform" rating in a research report on Tuesday, July 28th. Wells Fargo & Company boosted their target price on TransUnion from $90.00 to $102.00 and gave the stock an "overweight" rating in a research report on Wednesday, July 29th. BMO Capital Markets lifted their price target on TransUnion from $85.00 to $98.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 29th. UBS Group lifted their price target on TransUnion from $72.00 to $77.00 and gave the company a "neutral" rating in a report on Thursday, July 2nd. Finally, Weiss Ratings raised shares of TransUnion from a "hold (c-)" rating to a "hold (c)" rating in a research report on Thursday, August 13th.

TransUnion Stock Performance

NYSE:TRU opened at $76.90 on Friday. The company has a 50-day moving average of $80.08 and a 200-day moving average of $74.20. The firm has a market cap of $14.73 billion, a price-to-earnings ratio of 20.29, a price-to-earnings-growth ratio of 1.27 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 has a twelve month low of $63.37 and a twelve month high of $95.50.

TransUnion (NYSE:TRU - Get Free Report) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business's quarterly revenue was up 14.9% on a year-over-year basis. During the same period in the prior year, the business 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. Analysts forecast that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Thursday, August 20th were given a $0.125 dividend. The ex-dividend date was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion's dividend payout ratio is presently 13.19%.

Insider Activity at TransUnion

In other news, CAO Jennifer Williams sold 1,070 shares of the business's stock in a transaction on Monday, August 31st. The shares were sold at an average price of $84.57, for a total transaction of $90,489.90. Following the transaction, the chief accounting officer directly owned 4,327 shares in the company, valued at $365,934.39. The trade was a 19.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the company's stock in a transaction on 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 transaction, the executive vice president directly owned 57,182 shares in the company, valued at $4,860,470. This trade represents a 29.12% 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 have sold 49,160 shares of company stock worth $3,969,871. 0.37% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On TransUnion

A number of hedge funds and other institutional investors have recently made changes to their positions in TRU. Royal Bank of Canada increased its holdings in TransUnion by 85.3% in the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider's stock worth $6,288,000 after buying an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock valued at $26,000 after acquiring an additional 290 shares during the last quarter. Invesco Ltd. grew its position in TransUnion by 4.5% in the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider's stock worth $50,917,000 after acquiring an additional 24,736 shares in the last quarter. EverSource Wealth Advisors LLC grew its position in TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider's stock worth $46,000 after acquiring an additional 197 shares in the last quarter. Finally, The Manufacturers Life Insurance Company increased its stake in shares of TransUnion by 2.2% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider's stock worth $50,690,000 after purchasing an additional 12,280 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. 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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