Todd Skinner Sells 950 Shares of TransUnion (NYSE:TRU) Stock

TransUnion (NYSE:TRU) insider Todd Skinner sold 950 shares of TransUnion stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $79.96, for a total value of $75,962.00. Following the completion of the sale, the insider directly owned 63,849 shares in the company, valued at approximately $5,105,366.04. This represents a 1.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Stock Performance

Shares of NYSE TRU opened at $80.11 on Thursday. The stock has a 50 day moving average price of $73.67 and a 200 day moving average price of $73.44. TransUnion has a 52 week low of $63.37 and a 52 week high of $95.50. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. The stock has a market capitalization of $15.35 billion, a PE ratio of 21.14, a price-to-earnings-growth ratio of 1.34 and a beta of 1.53.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the previous year, the firm earned $1.08 EPS. The business’s quarterly revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Analysts predict that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were paid a $0.125 dividend. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on TRU. The Goldman Sachs Group reiterated a “neutral” rating and issued a $82.00 price target on shares of TransUnion in a research note on Tuesday, July 28th. Bank of America cut their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Griffin Securities set a $98.00 price objective on TransUnion in a research note on Wednesday, July 29th. Finally, Weiss Ratings cut TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, July 30th. Ten investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $94.38.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: AI research highlights a growth opportunity. TransUnion found that 89% of marketers expect AI-related investments to increase over the next 12–24 months, while many lack the data, identity and measurement capabilities needed to scale those investments. The findings could support demand for TransUnion’s TruAudience, connected-identity and measurement offerings. TransUnion AI research
• Positive Sentiment: Analyst and valuation support remains favorable. Zacks upgraded TRU to a Rank #2 “Buy,” citing improving earnings prospects, while another report characterized the stock as a strong value candidate. The broader analyst consensus is “Moderate Buy,” with an average price target of $94.38, above recent trading levels. Zacks upgrade
• Neutral Sentiment: Consumer sentiment is improving but remains pressured. TransUnion’s Canadian survey showed 45% of respondents were optimistic about their household finances over the next year, but many still feel financially stretched. The mixed reading may indicate continued caution among consumers and lenders. Canadian financial sentiment survey
• Negative Sentiment: Recent insider sales may weigh on sentiment. Executive Todd Skinner sold 950 shares for approximately $76,000, while Steven Chaouki sold 1,000 shares for about $80,000. Both transactions were conducted under pre-arranged Rule 10b5-1 plans, reducing their significance, but broader recent insider activity has consisted entirely of sales.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Global Retirement Partners LLC grew its position in shares of TransUnion by 26.1% during the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock valued at $59,000 after acquiring an additional 143 shares during the period. Annis Gardner Whiting Capital Advisors LLC raised its holdings in shares of TransUnion by 14.7% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock worth $82,000 after purchasing an additional 152 shares during the period. CIBC Asset Management Inc lifted its stake in TransUnion by 2.2% in the fourth quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock valued at $734,000 after purchasing an additional 182 shares during the last quarter. Parallel Advisors LLC grew its holdings in TransUnion by 29.5% during the fourth quarter. Parallel Advisors LLC now owns 829 shares of the business services provider’s stock valued at $71,000 after purchasing an additional 189 shares during the period. Finally, IHT Wealth Management LLC raised its stake in shares of TransUnion by 7.9% in the fourth quarter. IHT Wealth Management LLC now owns 2,659 shares of the business services provider’s stock valued at $228,000 after buying an additional 195 shares during the period.

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.