TransUnion (NYSE:TRU) Shares Gap Down Following Insider Selling

Key Points

• TransUnion shares fell sharply, opening at $76.46 versus a prior close of $84.92 after multiple insiders disclosed stock sales.
• Three insiders sold shares under pre-arranged Rule 10b5-1 plans, including Steven Chaouki and Todd Skinner selling 1,000 shares each at $84.42, and Chief Accounting Officer Jennifer Williams selling 1,070 shares.
• Despite the selling, analysts maintain a “Moderate Buy” consensus with an average price target of $94.38. TransUnion also exceeded quarterly earnings and revenue estimates, reporting $1.23 EPS and $1.31 billion in revenue.

TransUnion (NYSE:TRU - Get Free Report) gapped down before the market opened on Friday after an insider sold shares in the company. The stock had previously closed at $84.92, but opened at $76.46. TransUnion shares last traded at $77.2650, with a volume of 464,285 shares trading hands.

Specifically, insider Steven Chaouki sold 1,000 shares of the business's stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $84.42, for a total value of $84,420.00. Following the completion of the sale, the insider directly owned 79,888 shares of the company's stock, valued at $6,744,144.96. The trade was a 1.24% decrease in their ownership of the stock. The sale 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, insider Todd Skinner sold 1,000 shares of the company'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 transaction, the insider owned 55,764 shares of the company's stock, valued at $4,707,596.88. This represents a 1.76% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In other news, CAO Jennifer Williams sold 1,070 shares of TransUnion stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $84.57, for a total transaction of $90,489.90. Following the sale, the chief accounting officer owned 4,327 shares in the company, valued at approximately $365,934.39. The trade was a 19.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. Griffin Securities set a $98.00 price target on TransUnion in a research note on Wednesday, July 29th. Morgan Stanley reissued an "overweight" rating and issued a $106.00 price objective on shares of TransUnion in a report on Wednesday, July 29th. Robert W. Baird raised their target price on shares of TransUnion from $108.00 to $115.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 29th. BNP Paribas Exane upgraded shares of TransUnion from a "neutral" rating to an "outperform" rating in a research report on Tuesday, July 28th. Finally, Mizuho decreased their price target on shares of TransUnion from $88.00 to $77.00 and set a "neutral" rating for the company in a research note on Thursday, July 2nd. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, TransUnion has an average rating of "Moderate Buy" and a consensus target price of $94.38.

TransUnion Price Performance

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 50 day moving average price of $79.59 and a 200 day moving average price of $74.10. The firm has a market cap of $14.89 billion, a PE ratio of 20.51, a PEG ratio of 1.36 and a beta of 1.54.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $1.31 billion for 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%. TransUnion's quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the firm posted $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts expect that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be issued a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 20th. TransUnion's dividend payout ratio is currently 13.19%.

Institutional Investors Weigh In On TransUnion

A number of hedge funds have recently added to or reduced their stakes in the company. California State Teachers Retirement System raised its stake in shares of TransUnion by 6,636.6% during the 2nd 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 buying an additional 22,450,313 shares in the last quarter. BlackRock Inc. purchased a new stake in shares of TransUnion in the second quarter valued at approximately $1,367,560,000. Dodge & Cox acquired a new position in TransUnion during the fourth quarter worth $843,952,000. Independent Franchise Partners LLP grew its holdings in TransUnion by 99.7% during the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider's stock worth $783,489,000 after acquiring an additional 4,561,619 shares during the period. Finally, Jupiter Topco LLC purchased a new position in TransUnion in the second quarter worth $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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