TransUnion (NYSE:TRU) Given Consensus Recommendation of "Moderate Buy" by Brokerages

Key Points

• Analysts give TransUnion a consensus recommendation of "Moderate Buy" from 13 analysts (7 buy, 5 hold, 1 strong buy) with an average 12‑month target of $93.43, although several firms have recently cut price targets.
• The company beat quarterly expectations with $1.07 EPS vs. $1.03 and $1.17B revenue (up 13% YoY) and issued FY2026 EPS guidance of 4.63–4.71 and Q1 2026 guidance of 1.08–1.10.
• Insiders have sold 11,746 shares totaling $872,979 in the past 90 days (notably Steven Chaouki and EVP Heather J. Russell), and insiders now own just 0.22% of the stock.

TransUnion (NYSE:TRU - Get Free Report) has received a consensus recommendation of "Moderate Buy" from the thirteen analysts that are presently covering the firm, MarketBeat reports. Five equities research analysts have rated the stock with a hold recommendation, seven have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $93.4286.

A number of equities analysts have recently weighed in on the stock. Bank of America assumed coverage on shares of TransUnion in a research report on Tuesday, February 17th. They issued a "neutral" rating and a $83.00 price objective for the company. UBS Group cut their price objective on shares of TransUnion from $72.00 to $69.00 and set a "neutral" rating for the company in a research report on Monday. The Goldman Sachs Group cut their price objective on shares of TransUnion from $92.00 to $80.00 and set a "neutral" rating for the company in a research report on Friday, February 13th. Wells Fargo & Company cut their price objective on shares of TransUnion from $100.00 to $90.00 and set an "overweight" rating for the company in a research report on Friday, February 13th. Finally, Stifel Nicolaus cut their price objective on shares of TransUnion from $103.00 to $88.00 and set a "buy" rating for the company in a research report on Friday, February 13th.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of TransUnion stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total value of $350,000.00. Following the transaction, the insider owned 89,711 shares in the company, valued at $6,279,770. This trade represents a 5.28% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 4,067 shares of TransUnion stock in a transaction on Friday, March 6th. The shares were sold at an average price of $77.37, for a total transaction of $314,663.79. Following the completion of the transaction, the executive vice president owned 41,063 shares in the company, valued at approximately $3,177,044.31. This trade represents a 9.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 11,746 shares of company stock valued at $872,979 in the last ninety days. 0.22% of the stock is owned by company insiders.

Hedge Funds Weigh In On TransUnion

A number of hedge funds have recently made changes to their positions in the stock. Covestor Ltd boosted its holdings in shares of TransUnion by 20.9% in the 3rd quarter. Covestor Ltd now owns 735 shares of the business services provider's stock valued at $62,000 after purchasing an additional 127 shares during the last quarter. DAVENPORT & Co LLC boosted its holdings in shares of TransUnion by 0.4% in the 3rd quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider's stock valued at $2,779,000 after purchasing an additional 137 shares during the last quarter. Global Retirement Partners LLC lifted its position in TransUnion by 26.1% during the fourth quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider's stock valued at $59,000 after buying an additional 143 shares in the last quarter. Rovin Capital UT ADV grew its stake in TransUnion by 2.3% during the third quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider's stock worth $537,000 after buying an additional 147 shares during the period. Finally, Cornerstone Investment Partners LLC grew its stake in TransUnion by 1.7% during the third quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider's stock worth $860,000 after buying an additional 167 shares during the period.

TransUnion Stock Performance

NYSE:TRU opened at $71.90 on Tuesday. The firm has a 50 day simple moving average of $72.29 and a 200-day simple moving average of $79.05. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. The firm has a market cap of $13.87 billion, a PE ratio of 30.99, a P/E/G ratio of 1.24 and a beta of 1.71. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, beating analysts' consensus estimates of $1.03 by $0.04. The business had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The company's revenue was up 13.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.97 earnings per share. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, equities analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were issued a $0.125 dividend. 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 payout ratio is presently 21.55%.

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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