TransUnion (NYSE:TRU) Given Average Rating of “Moderate Buy” by Analysts

TransUnion (NYSE:TRU) has received an average recommendation of “Moderate Buy” from the fourteen research firms that are currently covering the stock, Marketbeat Ratings reports. Five research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has issued a strong buy rating on the company. The average twelve-month price objective among brokers that have issued a report on the stock in the last year is $94.9231.

Several brokerages have weighed in on TRU. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $111.00 price objective on shares of TransUnion in a report on Friday, February 13th. Morgan Stanley set a $105.00 price objective on TransUnion in a report on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. The Goldman Sachs Group dropped their price target on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Finally, Robert W. Baird set a $107.00 price objective on shares of TransUnion in a research note on Friday, February 13th.

TransUnion Price Performance

Shares of NYSE:TRU opened at $78.49 on Monday. The company has a market capitalization of $15.24 billion, a P/E ratio of 33.83, a price-to-earnings-growth ratio of 1.44 and a beta of 1.70. The company’s 50-day moving average is $80.40 and its 200 day moving average is $82.94. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business 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 firm posted $0.97 earnings per share. The company’s revenue for the quarter was up 13.0% on a year-over-year basis. 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, equities research analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be issued a dividend of $0.125 per share. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. TransUnion’s payout ratio is currently 21.55%.

Insider Activity

In other news, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction 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 transaction, the insider directly owned 31,725 shares in the company, valued at $2,499,612.75. The trade was a 1.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was 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 directly owned 50,427 shares in the company, valued at approximately $4,336,722. The trade was a 7.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,818 shares of company stock worth $579,843 over the last ninety days. Company insiders own 0.22% of the company’s stock.

Hedge Funds Weigh In On TransUnion

Institutional investors have recently added to or reduced their stakes in the business. Royal Bank of Canada lifted its position in TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after purchasing an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. grew its position in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares in the last quarter. Forum Financial Management LP increased its stake in TransUnion by 10.5% in the second quarter. Forum Financial Management LP now owns 4,198 shares of the business services provider’s stock valued at $369,000 after acquiring an additional 399 shares during the last quarter. Asset Management One Co. Ltd. increased its stake in TransUnion by 2.6% in the second quarter. Asset Management One Co. Ltd. now owns 74,313 shares of the business services provider’s stock valued at $6,540,000 after acquiring an additional 1,885 shares during the last quarter. Finally, Wealthfront Advisers LLC raised its position in TransUnion by 80.1% during the second quarter. Wealthfront Advisers LLC now owns 8,331 shares of the business services provider’s stock valued at $733,000 after purchasing an additional 3,704 shares in the last quarter.

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.