TransUnion (NYSE:TRU) Hits New 12-Month Low Following Analyst Downgrade

Key Points

• TransUnion shares fell to a new 52-week low after Goldman Sachs cut its price target from $89 to $77 while maintaining a neutral rating. The stock traded as low as $61.79, below its prior close of $66.19.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $94.25, despite Goldman’s downgrade.
• TransUnion recently exceeded quarterly earnings and revenue expectations, reporting $1.23 in adjusted earnings per share and $1.31 billion in revenue, while also paying a quarterly dividend of $0.125 per share.

Shares of TransUnion (NYSE:TRU - Get Free Report) reached a new 52-week low on Wednesday after The Goldman Sachs Group lowered their price target on the stock from $89.00 to $77.00. The Goldman Sachs Group currently has a neutral rating on the stock. TransUnion traded as low as $61.79 and last traded at $64.3960, with a volume of 4029552 shares trading hands. The stock had previously closed at $66.19.

Other equities research analysts have also recently issued research reports about the company. Weiss Ratings upgraded TransUnion from a "hold (c-)" rating to a "hold (c)" rating in a research note on Thursday, August 13th. Barclays raised their price target 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. Wall Street Zen upgraded shares of TransUnion from a "hold" rating to a "buy" rating in a report on Tuesday, September 22nd. Morgan Stanley reissued an "overweight" rating and issued a $106.00 price objective on shares of TransUnion in a research report on Wednesday, July 29th. Finally, Wells Fargo & Company increased their target price on shares of TransUnion from $90.00 to $102.00 and gave the stock an "overweight" rating in a report on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $94.25.

Insider Activity at TransUnion

In other TransUnion news, EVP Venkat Achanta sold 23,287 shares of TransUnion stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $77.00, for a total transaction of $1,793,099.00. Following the completion of the transaction, the executive vice president directly owned 196,912 shares of the company's stock, valued at $15,162,224. The trade was a 10.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction dated 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 transaction, the insider directly owned 79,888 shares in the company, valued at $6,744,144.96. The trade was a 1.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 62,697 shares of company stock worth $5,062,767 in the last three months. 0.37% of the stock is owned by company insiders.

Institutional Investors Weigh In On TransUnion

A number of institutional investors have recently made changes to their positions in the company. Essential Partners LLC lifted its holdings in TransUnion by 63.7% during 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 last quarter. CX Institutional increased its position in TransUnion by 263.0% during the 2nd quarter. CX Institutional now owns 668 shares of the business services provider's stock worth $48,000 after buying an additional 484 shares during the period. Global Retirement Partners LLC lifted its holdings in shares of TransUnion by 26.1% during the fourth quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider's stock worth $59,000 after buying an additional 143 shares in the last quarter. State of Wyoming bought a new stake in shares of TransUnion in the second quarter valued at about $70,000. Finally, Clearstead Advisors LLC boosted its position in shares of TransUnion by 102.6% in the fourth quarter. Clearstead Advisors LLC now owns 1,015 shares of the business services provider's stock valued at $87,000 after acquiring an additional 514 shares during the period.

TransUnion Price Performance

The company's 50 day moving average is $78.60 and its 200 day moving average is $73.83. The firm has a market capitalization of $12.34 billion, a price-to-earnings ratio of 16.99, a P/E/G ratio of 1.09 and a beta of 1.54. 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 results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating analysts' consensus estimates of $1.16 by $0.07. The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm's quarterly revenue was up 14.9% on a year-over-year basis. During the same period in the previous 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. On average, equities research analysts anticipate that TransUnion will post 4.23 earnings per share for the current fiscal year.

TransUnion Announces Dividend

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

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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