Steven Chaouki Sells 5,000 Shares of TransUnion (NYSE:TRU) Stock

Key Points

• Steven Chaouki sold 5,000 shares of TransUnion on May 1 at an average price of $71.93 for $359,650, cutting his direct holding to 84,711 shares (a 5.57% decrease); the trade was executed under a pre-arranged Rule 10b5-1 plan and disclosed in an SEC Form 4.
• TransUnion beat expectations in its most recent quarter with $1.18 EPS and $1.25 billion in revenue (up 13.7% year-over-year), and set Q2 2026 EPS guidance of $1.130–$1.150 while analysts forecast about $4.21 EPS for the fiscal year.
• The stock traded around $69.05 recently (below its 52-week high of $99.39) and carries an average analyst target of $91.47 with a consensus rating of "Moderate Buy."

TransUnion (NYSE:TRU - Get Free Report) insider Steven Chaouki sold 5,000 shares of TransUnion stock in a transaction on Friday, May 1st. The shares were sold at an average price of $71.93, for a total value of $359,650.00. Following the sale, the insider directly owned 84,711 shares of the company's stock, valued at $6,093,262.23. This represents a 5.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Price Performance

NYSE:TRU traded down $1.49 during trading hours on Monday, hitting $69.05. 2,534,994 shares of the company's stock traded hands, compared to its average volume of 2,178,592. The firm has a market cap of $13.31 billion, a P/E ratio of 19.13, a P/E/G ratio of 1.24 and a beta of 1.57. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The business's fifty day simple moving average is $72.54 and its two-hundred day simple moving average is $78.53. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.11 by $0.07. The company had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The firm's quarterly revenue was up 13.7% on a year-over-year basis. During the same quarter last year, the company earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, research analysts anticipate that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were given a dividend of $0.125 per share. The ex-dividend date was Thursday, February 26th. This is a positive change from TransUnion's previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion's dividend payout ratio (DPR) is 13.85%.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Royal Bank of Canada lifted its stake in shares of TransUnion by 85.3% in the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider's stock valued at $6,288,000 after acquiring an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of TransUnion by 1,318.2% in the 1st 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. lifted its stake in shares of TransUnion by 4.5% in the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider's stock valued at $50,917,000 after acquiring an additional 24,736 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in shares of TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider's stock valued at $46,000 after acquiring an additional 197 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its stake in shares of TransUnion by 2.2% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider's stock valued at $50,690,000 after acquiring an additional 12,280 shares during the last quarter.

Analyst Ratings Changes

A number of equities research analysts have weighed in on TRU shares. Morgan Stanley lowered their price target on TransUnion from $105.00 to $100.00 and set an "overweight" rating on the stock in a research report on Wednesday, March 11th. Robert W. Baird set a $108.00 price target on TransUnion in a research report on Wednesday, April 29th. Stifel Nicolaus lowered their price target on TransUnion from $103.00 to $88.00 and set a "buy" rating on the stock in a research report on Friday, February 13th. Barclays lowered their price target on TransUnion from $95.00 to $80.00 and set an "equal weight" rating on the stock in a research report on Friday, February 13th. Finally, BMO Capital Markets upgraded TransUnion to a "strong-buy" rating in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, TransUnion has an average rating of "Moderate Buy" and an average target price of $91.47.

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.

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.