TransUnion (NYSE:TRU) Price Target Lowered to $69.00 at UBS Group

Key Points

• UBS Group cut its price target on TransUnion from $72 to $69 and maintained a "neutral" rating, implying roughly a 4% downside from the recent share price.
• Despite several recent target reductions by firms such as Stifel, Barclays and Morgan Stanley, the analyst consensus remains a Moderate Buy with an average price target of $93.43.
• TransUnion beat quarterly estimates (EPS $1.07 vs. $1.03 expected; revenue $1.17B vs. $1.13B), delivered 13% year-over-year revenue growth, and set FY2026 guidance of $4.63–$4.71 EPS.

TransUnion (NYSE:TRU - Get Free Report) had its price objective lowered by equities researchers at UBS Group from $72.00 to $69.00 in a note issued to investors on Monday,Benzinga reports. The firm currently has a "neutral" rating on the business services provider's stock. UBS Group's target price would suggest a potential downside of 4.03% from the company's current price.

TRU has been the topic of a number of other reports. New Street Research set a $100.00 price target on shares of TransUnion in a research note on Wednesday, March 11th. Stifel Nicolaus reduced their price objective on shares of TransUnion from $103.00 to $88.00 and set a "buy" rating for the company in a research note on Friday, February 13th. Barclays lowered their target price on shares of TransUnion from $95.00 to $80.00 and set an "equal weight" rating on the stock in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. Finally, Morgan Stanley reduced their price target on TransUnion from $105.00 to $100.00 and set an "overweight" rating for the company in a research report on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat.com, TransUnion currently has a consensus rating of "Moderate Buy" and an average price target of $93.43.

TransUnion Stock Performance

Shares of TRU traded up $4.03 during mid-day trading on Monday, hitting $71.90. The stock had a trading volume of 2,982,061 shares, compared to its average volume of 2,696,153. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. 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 business has a fifty day moving average price of $72.40 and a 200-day moving average price of $79.14. The firm has a market cap of $13.87 billion, a P/E ratio of 30.99, a PEG ratio of 1.24 and a beta of 1.71.

TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter in the prior year, the company earned $0.97 EPS. The firm's quarterly revenue was up 13.0% compared to the same quarter last year. 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 research analysts expect that TransUnion will post 3.99 EPS for the current year.

Insiders Place Their Bets

In related news, insider Steven M. Chaouki sold 5,000 shares of the business's stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total transaction of $350,000.00. Following the completion of the transaction, the insider directly owned 89,711 shares in the company, valued at $6,279,770. The trade was a 5.28% decrease in their ownership of the stock. The transaction 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, CAO Jennifer A. Williams sold 1,679 shares of the business's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total value of $134,320.00. Following the transaction, the chief accounting officer owned 7,219 shares of the company's stock, valued at approximately $577,520. The trade was a 18.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 11,746 shares of company stock valued at $872,979 in the last ninety days. Corporate insiders own 0.37% of the company's stock.

Hedge Funds Weigh In On TransUnion

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its position in TransUnion by 2.8% during the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider's stock worth $1,596,587,000 after buying an additional 517,098 shares in the last quarter. Dodge & Cox purchased a new position in TransUnion during the fourth quarter worth about $843,952,000. Independent Franchise Partners LLP grew its position in TransUnion by 99.7% during the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider's stock worth $783,489,000 after buying an additional 4,561,619 shares in the last quarter. State Street Corp grew its position in TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider's stock worth $585,844,000 after buying an additional 50,232 shares in the last quarter. Finally, Van ECK Associates Corp grew its position in TransUnion by 7.0% during the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider's stock worth $422,936,000 after buying an additional 323,149 shares in the last quarter.

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.

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