Brokerages Set TransUnion (NYSE:TRU) PT at $101.08

Shares of TransUnion (NYSE:TRU) have received an average recommendation of “Moderate Buy” from the thirteen brokerages that are currently covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, four have given a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $101.0833.

Several brokerages recently commented on TRU. Wells Fargo & Company reduced their price target on TransUnion from $118.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday, January 14th. Needham & Company LLC restated a “buy” rating and set a $115.00 price objective on shares of TransUnion in a report on Monday, October 20th. JPMorgan Chase & Co. lowered their price target on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research report on Friday, October 24th. The Goldman Sachs Group lifted their price objective on TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a report on Friday, October 24th. Finally, Stifel Nicolaus set a $103.00 price target on shares of TransUnion in a report on Friday, October 24th.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the sale, the insider owned 61,592 shares of the company’s stock, valued at approximately $5,279,050.32. The trade was a 1.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $42,855.00. Following the sale, the insider owned 32,225 shares in the company, valued at $2,762,004.75. This represents a 1.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 8,318 shares of company stock worth $704,958 over the last quarter. Corporate insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On TransUnion

A number of institutional investors have recently made changes to their positions in the stock. Penserra Capital Management LLC increased its position in TransUnion by 12.8% during the 2nd quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock valued at $92,000 after purchasing an additional 120 shares during the period. Covestor Ltd grew its stake in shares of TransUnion by 20.9% in the 3rd quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock valued at $62,000 after buying an additional 127 shares during the period. DAVENPORT & Co LLC grew its stake in TransUnion by 0.4% in the third quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock valued at $2,779,000 after acquiring an additional 137 shares during the period. Rovin Capital UT ADV increased its stake in TransUnion by 2.3% during the 3rd quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider’s stock valued at $537,000 after purchasing an additional 147 shares in the last quarter. Finally, Cornerstone Investment Partners LLC raised its holdings in shares of TransUnion by 1.7% in the 3rd quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider’s stock worth $860,000 after acquiring an additional 167 shares during the last quarter.

Key Headlines Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Zacks includes TRU among four business‑services firms “poised to beat estimates” this earnings season, highlighting momentum that could support upside if results beat. 4 Business Services Firms Poised to Beat Estimates This Earnings Season
• Positive Sentiment: Zacks also flags TRU as a top-ranked value stock by its Style Scores, which can attract investors who screen for combined value/growth characteristics. TransUnion (TRU) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: Autonomous Research raised its FY2026 outlook (forecasting $4.32 EPS), implying upside to consensus over the next fiscal year — a positive catalyst if management guidance or results track above Street expectations. Q1 Earnings Forecast for TransUnion Issued By Autonomous Res
• Positive Sentiment: Analysts’ consensus still skews constructive: the average recommendation is around “Moderate Buy,” which can support demand if sentiment improves. TransUnion (NYSE:TRU) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Market commentary is examining valuation after recent weakness — investors should review relative valuation vs. peers to judge whether the pullback is an entry opportunity or a sign of re‑rating. TransUnion (TRU) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Autonomous’s near‑term line items include Q4‑2025 at $0.94 and Q3‑2026 at $1.10 — mixed timing of the beats could lead to volatility around quarterly prints. MarketBeat TRU Coverage
• Negative Sentiment: Autonomous’s FY2025 estimate (~$3.78) sits below the current consensus (~$3.99), creating execution risk if shorter‑term results miss — and the stock is trading below its 50‑ and 200‑day averages, which can amplify downside during weaker prints or cautious guidance.

TransUnion Stock Down 2.0%

NYSE:TRU opened at $79.04 on Thursday. The stock has a 50-day simple moving average of $84.60 and a 200 day simple moving average of $85.75. The company has a debt-to-equity ratio of 1.10, a quick ratio of 2.01 and a current ratio of 2.01. The company has a market cap of $15.35 billion, a PE ratio of 36.93, a PEG ratio of 1.52 and a beta of 1.72. TransUnion has a 52-week low of $66.38 and a 52-week high of $101.19.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 8th. Stockholders of record on Friday, November 21st were paid 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 was Friday, November 21st. TransUnion’s dividend payout ratio (DPR) is presently 21.50%.

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.