TransUnion (NYSE:TRU) Receives Average Recommendation of "Moderate Buy" from Brokerages

Key Points

• TransUnion has an average analyst rating of "Moderate Buy" from 14 analysts, with seven buy ratings, one strong buy, and six holds; the average 12-month price target is about $91.47.
• The company beat quarterly earnings and revenue expectations, reporting $1.18 EPS on $1.25 billion in revenue, and it raised its Q2 2026 EPS guidance to $1.13-$1.15.
• TransUnion also increased its quarterly dividend to $0.125 per share, while recent insider sales and mixed institutional activity indicate ongoing trading interest in the stock.

Shares of TransUnion (NYSE:TRU - Get Free Report) have been given an average recommendation of "Moderate Buy" by the fourteen analysts that are currently covering the firm, Marketbeat reports. Six analysts have rated the stock with a hold recommendation, seven have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price objective among analysts that have issued ratings on the stock in the last year is $91.4667.

A number of equities research analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $111.00 target price on shares of TransUnion in a research report on Friday, February 13th. BMO Capital Markets raised shares of TransUnion to a "strong-buy" rating in a research report on Friday, January 23rd. The Goldman Sachs Group decreased their target price 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. New Street Research set a $100.00 target price on shares of TransUnion in a research report on Wednesday, March 11th. Finally, Bank of America started coverage on shares of TransUnion in a research report on Tuesday, February 17th. They set a "neutral" rating and a $83.00 target price for the company.

TransUnion Trading Down 1.3%

NYSE:TRU opened at $71.98 on Friday. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The firm has a 50 day moving average of $72.38 and a 200 day moving average of $78.36. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. The stock has a market capitalization of $13.88 billion, a price-to-earnings ratio of 19.94, a PEG ratio of 1.28 and a beta of 1.57.

TransUnion (NYSE:TRU - Get Free Report) last posted its earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating analysts' consensus estimates of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The company had revenue of $1.25 billion during the quarter, compared to analysts' expectations of $1.21 billion. During the same quarter in the prior year, the company posted $1.05 earnings per share. TransUnion's revenue for the quarter was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, sell-side analysts anticipate that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were issued a $0.125 dividend. This is an increase from TransUnion's previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. TransUnion's dividend payout ratio is 13.85%.

Insider Activity at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 1,679 shares of the firm's stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the completion of the transaction, the chief accounting officer owned 7,219 shares of the company's stock, valued at approximately $577,520. This trade represents a 18.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 5,000 shares of the firm's stock in a transaction on Friday, May 1st. The stock was sold at an average price of $71.93, for a total transaction of $359,650.00. Following the completion of the transaction, the insider directly owned 84,711 shares of the company's stock, valued at approximately $6,093,262.23. This represents a 5.57% 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. In the last three months, insiders sold 18,729 shares of company stock worth $1,387,839. Corporate insiders own 0.37% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. PNC Financial Services Group Inc. raised its holdings in shares of TransUnion by 7.1% in the first quarter. PNC Financial Services Group Inc. now owns 7,848 shares of the business services provider's stock worth $543,000 after buying an additional 518 shares during the last quarter. Oslo Pensjonsforsikring AS purchased a new position in shares of TransUnion in the first quarter worth $363,000. Dimensional Fund Advisors LP raised its holdings in shares of TransUnion by 20.4% in the first quarter. Dimensional Fund Advisors LP now owns 2,498,573 shares of the business services provider's stock worth $172,843,000 after buying an additional 423,286 shares during the last quarter. Parallel Advisors LLC raised its holdings in shares of TransUnion by 26.7% in the first quarter. Parallel Advisors LLC now owns 1,050 shares of the business services provider's stock worth $73,000 after buying an additional 221 shares during the last quarter. Finally, SEB Asset Management AB purchased a new position in shares of TransUnion in the first quarter worth $2,607,000.

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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