Brokerages Set TransUnion (NYSE:TRU) Target Price at $112.46

Key Points

• TransUnion (NYSE:TRU) has received a consensus rating of "Moderate Buy" from 15 analysts, with an average 12-month target price of $112.46.
• Insiders have recently sold shares, with CAO Jennifer A. Williams and insider Steven M. Chaouki each reducing their holdings slightly, indicating potential caution among company leadership.
• TransUnion reported better-than-expected quarterly earnings, with a revenue increase of 9.5% year-over-year, and has set a dividend payout ratio of 23.00% with a yield of 0.5%.

Shares of TransUnion (NYSE:TRU - Get Free Report) have earned an average recommendation of "Moderate Buy" from the fifteen ratings firms that are presently covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, three have issued a hold recommendation and eleven have assigned a buy recommendation to the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $112.6429.

Several equities analysts have weighed in on TRU shares. UBS Group reissued a "neutral" rating and set a $105.00 price objective (up from $98.00) on shares of TransUnion in a report on Friday, July 25th. BMO Capital Markets increased their price objective on TransUnion from $115.00 to $118.00 and gave the company an "outperform" rating in a report on Friday, July 25th. Oppenheimer increased their price objective on TransUnion from $100.00 to $108.00 and gave the company an "outperform" rating in a report on Tuesday, July 8th. Needham & Company LLC raised TransUnion from a "hold" rating to a "buy" rating and set a $115.00 price objective for the company in a report on Wednesday. Finally, Wall Street Zen lowered TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd.

Insiders Place Their Bets

In related news, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction on Monday, August 4th. The stock was sold at an average price of $92.89, for a total transaction of $90,289.08. Following the completion of the sale, the chief accounting officer owned 7,108 shares of the company's stock, valued at approximately $660,262.12. This trade represents a 12.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Tuesday, July 1st. The shares were sold at an average price of $87.14, for a total value of $87,140.00. Following the sale, the insider directly owned 74,393 shares of the company's stock, valued at $6,482,606.02. This represents a 1.33% decrease in their position. The disclosure for this sale can be found here. Insiders sold 4,972 shares of company stock valued at $443,405 over the last ninety days. Corporate insiders own 0.22% of the company's stock.

Institutional Investors Weigh In On TransUnion

Several large investors have recently added to or reduced their stakes in the business. Osaic Holdings Inc. boosted its stake in TransUnion by 102.1% during the second quarter. Osaic Holdings Inc. now owns 25,970 shares of the business services provider's stock valued at $2,220,000 after buying an additional 13,123 shares during the period. Orion Porfolio Solutions LLC boosted its stake in TransUnion by 10.8% during the second quarter. Orion Porfolio Solutions LLC now owns 12,944 shares of the business services provider's stock valued at $1,139,000 after buying an additional 1,259 shares during the period. FORA Capital LLC bought a new stake in TransUnion during the second quarter worth about $223,000. Headlands Technologies LLC bought a new stake in TransUnion during the second quarter worth about $186,000. Finally, CANADA LIFE ASSURANCE Co lifted its stake in TransUnion by 20.4% during the second quarter. CANADA LIFE ASSURANCE Co now owns 235,129 shares of the business services provider's stock worth $20,717,000 after purchasing an additional 39,885 shares during the last quarter.

TransUnion Stock Performance

Shares of TRU traded up $1.05 on Monday, reaching $90.07. 2,366,578 shares of the company's stock traded hands, compared to its average volume of 1,631,844. The company has a current ratio of 2.03, a quick ratio of 2.02 and a debt-to-equity ratio of 1.09. The stock has a market cap of $17.54 billion, a PE ratio of 45.03, a PEG ratio of 2.48 and a beta of 1.71. The stock's 50 day simple moving average is $91.26 and its two-hundred day simple moving average is $86.73. TransUnion has a 52-week low of $66.38 and a 52-week high of $113.17.

TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings results on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, beating analysts' consensus estimates of $0.99 by $0.09. The company had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.TransUnion's revenue was up 9.5% on a year-over-year basis. During the same period last year, the business posted $0.99 earnings per share. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. On average, analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, September 8th. Stockholders of record on Friday, August 22nd will be issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, August 22nd. TransUnion's dividend payout ratio (DPR) is presently 23.00%.

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.