TransUnion (NYSE:TRU) Given New $90.00 Price Target at Wells Fargo & Company

TransUnion (NYSE:TRU) had its price target dropped by analysts at Wells Fargo & Company from $100.00 to $90.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the business services provider’s stock. Wells Fargo & Company‘s price target would suggest a potential upside of 23.09% from the stock’s current price.

TRU has been the subject of several other reports. Needham & Company LLC dropped their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday. JPMorgan Chase & Co. cut their target price on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research note on Friday, October 24th. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. The Goldman Sachs Group increased their price objective on TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a research note on Friday, October 24th. Finally, Barclays set a $80.00 price target on TransUnion in a report on Friday. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $98.17.

TransUnion Trading Up 1.9%

Shares of TRU stock opened at $73.12 on Friday. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01. The firm has a market cap of $14.20 billion, a PE ratio of 33.41, a price-to-earnings-growth ratio of 1.34 and a beta of 1.70. The company has a 50-day moving average of $82.45 and a two-hundred day moving average of $84.42. TransUnion has a 1-year low of $65.24 and a 1-year high of $101.19.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.04. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same quarter in the previous year, the company earned $0.97 earnings per share. 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, analysts predict that TransUnion will post 3.99 EPS for the current year.

Insider Buying and Selling

In other news, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the sale, the insider owned 31,725 shares in the company, valued at approximately $2,499,612.75. The trade was a 1.55% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the transaction, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. The trade was a 7.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 7,818 shares of company stock worth $663,883 over the last 90 days. 0.22% of the stock is owned by insiders.

Institutional Trading of TransUnion

Several institutional investors and hedge funds have recently made changes to their positions in TRU. Eagle Bay Advisors LLC purchased a new stake in TransUnion in the fourth quarter valued at approximately $25,000. Board of the Pension Protection Fund acquired a new position in shares of TransUnion during the fourth quarter worth about $26,000. Geneos Wealth Management Inc. raised its stake in shares of TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares in the last quarter. Generali Asset Management SPA SGR purchased a new position in TransUnion in the second quarter worth $30,000. Finally, True Wealth Design LLC increased its holdings in shares of TransUnion by 200.8% in the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 245 shares in the last quarter.

Trending Headlines about TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q4 beat and raised guidance: TRU reported Q4 EPS of $1.07 (vs. $1.03 consensus) and revenue of $1.17B, and issued Q1 EPS guidance of $1.08–1.10 (above the ~$1.02 consensus) plus FY26 EPS guide of $4.63–4.71 and revenue guidance of $4.9B–$5.0B — an overall operational beat and constructive outlook. GlobeNewswire release
• Positive Sentiment: Dividend raised: The company increased its quarterly dividend to $0.125 (8.7% lift), payable March 13 with ex-dividend Feb 26 — a small income sweetener and signal of confidence from management. (Company release)
• Positive Sentiment: New product/data growth avenue: Coverage highlights TransUnion’s push into expanded rent-data credit reporting, which could deepen credit-file coverage and create new revenue streams if adoption scales. Yahoo Finance
• Positive Sentiment: Analyst support: William Blair reiterated a Buy rating citing the conservative 2026 outlook paired with Q4 outperformance, supporting upside thesis. TipRanks / William Blair note
• Neutral Sentiment: Earnings call and transcripts available: Multiple transcripts and coverage (MSN, Seeking Alpha, WTOP) provide management color on drivers (consumer, lender demand, product uptake) — useful for digging into margin drivers and segment trends but largely reiterative of the beats/guidance. MSN transcript Seeking Alpha transcript
• Negative Sentiment: Price-target cut by Needham: Needham lowered its PT from $115 to $95 (still a Buy), trimming the visible upside and signaling more cautious near-term valuation expectations from at least one shop. Benzinga

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.