TransUnion (NYSE:TRU) Given Average Recommendation of "Moderate Buy" by Analysts

Key Points

• Analysts remain broadly positive on TransUnion: Sixteen firms give the stock a consensus “Moderate Buy” rating, with 10 buys and 6 holds. The average 12-month price target is $94.38 versus a recent price of $80.37.
• TransUnion exceeded quarterly expectations: The company reported $1.23 in adjusted EPS and $1.31 billion in revenue, beating consensus estimates, while revenue increased 14.9% year over year. Management provided third-quarter and full-year 2026 earnings guidance.
• Insiders have been net sellers, while institutions added positions: Insiders sold 58,773 shares worth about $4.6 million over the past 90 days, whereas several institutional investors established or expanded stakes during the second quarter. The company also declared a quarterly dividend of $0.125 per share.

Shares of TransUnion (NYSE:TRU - Get Free Report) have been given a consensus recommendation of "Moderate Buy" by the sixteen research firms that are covering the firm, MarketBeat.com reports. Six analysts have rated the stock with a hold rating and ten have given a buy rating to the company. The average 1-year price objective among analysts that have issued a report on the stock in the last year is $94.3750.

A number of equities research analysts have commented on the company. Stifel Nicolaus increased their target price on TransUnion from $88.00 to $96.00 and gave the company a "buy" rating in a report on Wednesday, July 29th. Barclays boosted their price target on TransUnion from $80.00 to $85.00 and gave the stock an "equal weight" rating in a report on Wednesday, July 29th. JPMorgan Chase & Co. reduced their price objective on TransUnion from $95.00 to $90.00 and set an "overweight" rating on the stock in a research report on Wednesday, April 29th. Robert W. Baird increased their price objective on TransUnion from $108.00 to $115.00 and gave the company an "outperform" rating in a research note on Wednesday, July 29th. Finally, Mizuho dropped their price objective on TransUnion from $88.00 to $77.00 and set a "neutral" rating for the company in a research report on Thursday, July 2nd.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 10,000 shares of the stock in a transaction that occurred 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 of the company's stock, valued at $6,530,771.84. This trade represents a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of TransUnion stock in a transaction on Tuesday, July 28th. The shares were 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 owned 57,182 shares in the company, valued at approximately $4,860,470. This trade represents a 29.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 58,773 shares of company stock worth $4,615,228. 0.37% of the stock is currently owned by insiders.

Institutional Trading of TransUnion

Institutional investors have recently modified their holdings of the company. Freestone Grove Partners LP acquired a new stake in TransUnion during the 2nd quarter worth approximately $44,103,000. Man Group plc purchased a new position in TransUnion in the second quarter valued at approximately $2,361,000. Polar Asset Management Partners Inc. acquired a new position in TransUnion during the second quarter valued at approximately $10,583,000. Jupiter Topco LLC acquired a new position in TransUnion during the second quarter valued at approximately $280,292,000. Finally, Hsbc Holdings PLC purchased a new stake in TransUnion during the second quarter worth approximately $8,196,000.

TransUnion Price Performance

Shares of TRU opened at $80.37 on Monday. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. The stock's 50 day moving average is $74.83 and its two-hundred day moving average is $73.20. TransUnion has a twelve month low of $63.37 and a twelve month high of $95.50. The firm has a market capitalization of $15.40 billion, a PE ratio of 21.21, a P/E/G ratio of 1.32 and a beta of 1.53.

TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.16 by $0.07. The business 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 business's revenue was up 14.9% compared to the same quarter last year. During the same quarter 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. Research analysts anticipate that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Announces Dividend

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

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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