TransUnion (NYSE:TRU) Price Target Cut to $107.00 by Analysts at JPMorgan Chase & Co.

Key Points

• JPMorgan Chase & Co. has cut its price target for TransUnion from $118.00 to $107.00 while maintaining an "overweight" rating on the stock, indicating a potential upside of 25.84% from its current price.
• Other analysts have varied opinions on TransUnion, with Wells Fargo lowering its target to $118.00 and UBS setting a price objective at $105.00, reflecting a consensus rating of "Moderate Buy" overall.
• TransUnion reported better-than-expected quarterly earnings, with an EPS of $1.10 and revenue of $1.17 billion, surpassing analysts' expectations for both metrics.

TransUnion (NYSE:TRU - Get Free Report) had its price target reduced by JPMorgan Chase & Co. from $118.00 to $107.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has an "overweight" rating on the business services provider's stock. JPMorgan Chase & Co.'s target price suggests a potential upside of 25.84% from the company's current price.

A number of other equities research analysts have also issued reports on TRU. Wells Fargo & Company cut their price target on shares of TransUnion from $124.00 to $118.00 and set an "overweight" rating on the stock in a report on Friday, July 25th. UBS Group reaffirmed a "neutral" rating and set a $105.00 price objective (up previously from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of TransUnion in a research report on Wednesday, October 8th. Wall Street Zen lowered shares of TransUnion from a "buy" rating to a "hold" rating in a research report on Sunday, August 3rd. Finally, Needham & Company LLC reaffirmed a "buy" rating and set a $115.00 price objective on shares of TransUnion in a research report on Monday. Nine equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $102.33.

TransUnion Stock Performance

Shares of TRU stock traded up $1.55 during trading hours on Friday, reaching $85.03. The stock had a trading volume of 168,595 shares, compared to its average volume of 2,463,488. The company has a debt-to-equity ratio of 1.09, a current ratio of 2.03 and a quick ratio of 2.02. TransUnion has a twelve month low of $66.38 and a twelve month high of $108.12. The firm has a 50-day simple moving average of $85.46 and a 200-day simple moving average of $86.27. The firm has a market capitalization of $16.56 billion, a PE ratio of 42.56, a price-to-earnings-growth ratio of 2.15 and a beta of 1.71.

TransUnion (NYSE:TRU - Get Free Report) last released its earnings results on Thursday, October 23rd. The business services provider reported $1.10 EPS for the quarter, beating the consensus estimate of $1.04 by $0.06. The firm had revenue of $1.17 billion for the quarter, compared to analysts' expectations of $1.13 billion. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. TransUnion's quarterly revenue was up 7.8% on a year-over-year basis. During the same quarter last year, the company earned $1.04 EPS. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS. FY 2025 guidance at 4.190-4.250 EPS. As a group, equities analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

Insider Activity

In other news, insider Steven M. Chaouki sold 1,000 shares of the business's stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total value of $83,190.00. Following the sale, the insider owned 64,592 shares in the company, valued at approximately $5,373,408.48. The trade was a 1.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Heather J. Russell sold 5,337 shares of the company's stock in a transaction dated Friday, September 5th. The stock was sold at an average price of $90.01, for a total transaction of $480,383.37. Following the transaction, the executive vice president owned 23,011 shares in the company, valued at approximately $2,071,220.11. This trade represents a 18.83% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 10,309 shares of company stock worth $919,839. Corporate insiders own 0.22% of the company's stock.

Institutional Trading of TransUnion

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Wellington Management Group LLP increased its stake in shares of TransUnion by 61.2% in the 1st quarter. Wellington Management Group LLP now owns 10,877,953 shares of the business services provider's stock valued at $902,761,000 after acquiring an additional 4,128,104 shares during the last quarter. Independent Franchise Partners LLP increased its stake in shares of TransUnion by 119.5% in the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider's stock valued at $408,927,000 after acquiring an additional 2,530,335 shares during the last quarter. Massachusetts Financial Services Co. MA increased its stake in shares of TransUnion by 10.9% in the 1st quarter. Massachusetts Financial Services Co. MA now owns 21,674,473 shares of the business services provider's stock valued at $1,798,765,000 after acquiring an additional 2,134,342 shares during the last quarter. Norges Bank bought a new stake in shares of TransUnion in the 2nd quarter valued at about $150,333,000. Finally, William Blair Investment Management LLC increased its stake in shares of TransUnion by 41.7% in the 2nd quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider's stock valued at $417,041,000 after acquiring an additional 1,394,813 shares during the last quarter.

About TransUnion

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates through U.S. Markets, International, and Consumer Interactive segments. The U.S. Markets segment provides consumer reports, actionable insights, and analytic services to businesses, which uses its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk.

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