TransUnion (NYSE:TRU) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• TransUnion has received an average consensus rating of "Moderate Buy" from 16 analysts, with ten recommending to buy, five holding, and one selling the stock.
• The company reported a 12-month target price of $108.15 from brokers, which reflects the market's expectation for the stock's performance over the next year.
• TransUnion's latest earnings report showed a 9.5% year-over-year revenue increase, reaching $1.14 billion, and the company set its FY 2025 guidance between $4.030-4.140 EPS.

Shares of TransUnion (NYSE:TRU - Get Free Report) have earned an average recommendation of "Moderate Buy" from the sixteen ratings firms that are covering the company, Marketbeat.com reports. One investment analyst has rated the stock with a sell rating, five have given a hold rating and ten have given a buy rating to the company. The average 12-month target price among brokers that have issued ratings on the stock in the last year is $108.1538.

TRU has been the subject of several analyst reports. Needham & Company LLC reiterated a "buy" rating and set a $115.00 target price on shares of TransUnion in a research report on Monday. Seaport Res Ptn raised TransUnion to a "hold" rating in a research note on Wednesday, October 1st. UBS Group reiterated a "neutral" rating and set a $105.00 price objective (up from $98.00) on shares of TransUnion in a research note on Friday, July 25th. Wells Fargo & Company dropped their target price on shares of TransUnion from $124.00 to $118.00 and set an "overweight" rating for the company in a research report on Friday, July 25th. Finally, Wall Street Zen downgraded shares of TransUnion from a "buy" rating to a "hold" rating in a report on Sunday, August 3rd.

Insider Transactions at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the company's stock in a transaction on Wednesday, October 1st. The stock was sold at an average price of $83.19, for a total transaction of $83,190.00. Following the completion of the sale, the insider directly owned 64,592 shares in the company, valued at $5,373,408.48. This represents a 1.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Heather J. Russell sold 5,337 shares of the firm's stock in a transaction dated Friday, September 5th. The shares were sold at an average price of $90.01, for a total value of $480,383.37. Following the completion of the sale, the executive vice president directly owned 23,011 shares in the company, valued at $2,071,220.11. This trade represents a 18.83% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 10,309 shares of company stock valued at $919,839. Corporate insiders own 0.25% of the company's stock.

Institutional Trading of TransUnion

A number of hedge funds have recently added to or reduced their stakes in the stock. Geneos Wealth Management Inc. lifted its stake in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock valued at $26,000 after acquiring an additional 290 shares during the last quarter. Generali Asset Management SPA SGR acquired a new position in TransUnion in the 2nd quarter worth about $30,000. MassMutual Private Wealth & Trust FSB raised its position in TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider's stock valued at $31,000 after purchasing an additional 199 shares during the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in shares of TransUnion during the second quarter valued at about $34,000. Finally, MAI Capital Management grew its holdings in shares of TransUnion by 333.3% during the second quarter. MAI Capital Management now owns 403 shares of the business services provider's stock worth $35,000 after purchasing an additional 310 shares during the last quarter.

TransUnion Stock Performance

NYSE TRU opened at $80.10 on Tuesday. The firm has a 50-day moving average price of $85.98 and a two-hundred day moving average price of $86.26. TransUnion has a 12-month low of $66.38 and a 12-month high of $113.17. The company has a market capitalization of $15.60 billion, a P/E ratio of 40.05, a P/E/G ratio of 2.09 and a beta of 1.71. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09.

TransUnion (NYSE:TRU - Get Free Report) last announced its earnings results on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, topping the consensus estimate of $0.99 by $0.09. The company had revenue of $1.14 billion for the quarter, compared to analysts' expectations of $1.10 billion. TransUnion had a net margin of 8.99% and a return on equity of 16.08%. The business's revenue for the quarter was up 9.5% on a year-over-year basis. During the same period last year, the firm earned $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. Analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, September 8th. Shareholders of record on Friday, August 22nd were issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, August 22nd. TransUnion's dividend payout ratio (DPR) is currently 23.00%.

TransUnion Company Profile

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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