TransUnion (NYSE:TRU) Downgraded to Hold Rating by Wall Street Zen

Key Points

• Wall Street Zen downgraded TransUnion from “Buy” to “Hold,” although the broader analyst consensus remains “Moderate Buy,” with 10 Buy ratings and six Hold ratings and an average target price of $94.38.
• TransUnion shares opened at $79.96, while the company’s latest quarterly results exceeded expectations: adjusted EPS was $1.23 versus the $1.16 consensus, and revenue rose 14.9% year over year to $1.31 billion.
• Company insiders sold 50,100 shares worth approximately $3.93 million during the quarter, though the reported transactions were made under pre-arranged Rule 10b5-1 trading plans.

TransUnion (NYSE:TRU - Get Free Report) was downgraded by investment analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a research report issued on Sunday.

Several other analysts also recently issued reports on TRU. Morgan Stanley reissued an "overweight" rating and set a $106.00 target price on shares of TransUnion 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. UBS Group upped their price objective on TransUnion from $72.00 to $77.00 and gave the stock a "neutral" rating in a report on Thursday, July 2nd. BNP Paribas Exane raised shares of TransUnion from a "neutral" rating to an "outperform" rating in a report on Tuesday, July 28th. Finally, Needham & Company LLC boosted their price target on shares of TransUnion from $95.00 to $100.00 and gave the stock a "buy" rating in a research 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, TransUnion has a consensus rating of "Moderate Buy" and a consensus target price of $94.38.

TransUnion Trading Up 1.0%

Shares of TRU stock opened at $79.96 on Friday. The stock has a market capitalization of $15.32 billion, a PE ratio of 21.10, a P/E/G ratio of 1.32 and a beta of 1.53. TransUnion has a 1-year low of $63.37 and a 1-year high of $95.50. The business has a 50-day moving average of $73.99 and a 200 day moving average of $73.43. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm had revenue of $1.31 billion during the quarter, compared to analysts' expectations of $1.28 billion. During the same period in the prior year, the company posted $1.08 earnings per share. The company's revenue for the quarter was up 14.9% compared to the same quarter last year. 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, sell-side analysts anticipate that TransUnion will post 4.24 earnings per share for the current year.

Insider Activity

In related news, CAO Jennifer A. Williams sold 972 shares of the firm's stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total value of $77,760.00. Following the completion of the sale, the chief accounting officer directly owned 5,843 shares in the company, valued at $467,440. This trade represents a 14.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of the business's stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the transaction, the insider owned 89,906 shares in the company, valued at $6,530,771.84. This trade represents a 10.01% 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 the last quarter, insiders have sold 50,100 shares of company stock worth $3,934,484. Company insiders own 0.37% of the company's stock.

Hedge Funds Weigh In On TransUnion

A number of large investors have recently made changes to their positions in the company. Eagle Bay Advisors LLC bought a new stake in TransUnion in the fourth quarter worth about $25,000. Geneos Wealth Management Inc. grew its stake in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock valued at $26,000 after buying an additional 290 shares during the last quarter. Cornerstone Planning Group LLC grew its stake in shares of TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider's stock valued at $32,000 after buying an additional 220 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in shares of TransUnion in the third quarter worth approximately $36,000. Finally, Essential Partners LLC lifted its stake in shares of 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 acquiring an additional 237 shares during the last quarter.

TransUnion Company Profile

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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