Insider Selling: TransUnion (NYSE:TRU) EVP Sells $480,307.21 in Stock

TransUnion (NYSE:TRU) EVP Heather Russell sold 6,683 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the sale, the executive vice president owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. This represents a 12.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Trading Down 5.8%

NYSE TRU opened at $69.49 on Thursday. The company has a market cap of $13.40 billion, a price-to-earnings ratio of 19.25, a P/E/G ratio of 1.30 and a beta of 1.56. TransUnion has a 52 week low of $64.51 and a 52 week high of $99.39. The business has a 50 day moving average price of $70.60 and a 200-day moving average price of $76.80. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating the consensus estimate of $1.11 by $0.07. The firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The company’s quarterly revenue was up 13.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, equities analysts expect that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th will be issued a dividend of $0.125 per share. The ex-dividend date is Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s payout ratio is currently 13.85%.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in TRU. Eagle Bay Advisors LLC purchased a new position in shares of TransUnion during the 4th quarter valued at $25,000. Board of the Pension Protection Fund purchased a new position in shares of TransUnion during the 4th quarter valued at $26,000. Geneos Wealth Management Inc. lifted its position 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 valued at $26,000 after buying an additional 290 shares during the last quarter. True Wealth Design LLC lifted its position in shares of TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after buying an additional 245 shares during the last quarter. Finally, Cornerstone Planning Group LLC lifted its position in shares of TransUnion by 130.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares during the last quarter.

Key Stories Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion announced new TruIQ data-enrichment capabilities on Snowflake AI Data Cloud, aimed at helping customers run secure prescreen credit marketing campaigns at scale, which supports its growth story in data and analytics. Article Title
• Positive Sentiment: The company was named 2026 Media and Entertainment Snowflake Product Partner of the Year, signaling growing adoption of its cloud-native identity solutions and reinforcing momentum in its product partnerships. Article Title
• Positive Sentiment: Analysts continue to rate TransUnion as a “Moderate Buy,” indicating Wall Street still sees upside potential despite near-term pressure. Article Title
• Neutral Sentiment: TransUnion’s recent conference presentation may help investors gauge management’s outlook, but the transcript itself does not appear to introduce a major new catalyst. Article Title
• Negative Sentiment: Multiple insiders sold shares in recent days, including EVP Heather Russell and executives Steven M. Chaouki and Todd C. Skinner, which can weigh on sentiment because investors often view insider selling as a sign of limited near-term upside. Article Title

Analysts Set New Price Targets

Several equities research analysts have recently commented on TRU shares. Barclays decreased their price objective on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. JPMorgan Chase & Co. decreased their price target on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. Wells Fargo & Company decreased their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. Finally, New Street Research set a $100.00 price target on TransUnion in a report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and a consensus price target of $91.27.

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.