TransUnion (NYSE:TRU) Shares Climb 6.6% – What’s Next?

TransUnion (NYSE:TRU) shot up 6.6% during mid-day trading on Thursday. The stock traded as high as $70.45 and last traded at $71.3650. Approximately 129,930 shares traded hands during mid-day trading, a decline of 95% from the average session volume of 2,493,206 shares. The stock had previously closed at $66.94.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on TRU shares. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Mizuho reduced their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research report on Thursday, July 2nd. BMO Capital Markets increased their price objective on shares of TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, October 3rd. Finally, Stifel Nicolaus lifted their target price on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Nine investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $91.13.

TransUnion Stock Up 8.9%

The firm has a market capitalization of $13.96 billion, a PE ratio of 19.24, a P/E/G ratio of 1.15 and a beta of 1.58. The stock has a 50-day simple moving average of $75.33 and a 200-day simple moving average of $73.35. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $1.28 billion. During the same quarter in the prior year, the firm earned $1.08 EPS. The business’s revenue for the quarter was up 14.9% compared to the same quarter last year. 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 forecast that TransUnion will post 4.24 EPS for the current year.

TransUnion Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a $0.1250 dividend. The ex-dividend date was Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is presently 13.19%.

Insider Activity

In other news, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $62.29, for a total value of $62,290.00. Following the transaction, the insider owned 54,764 shares of the company’s stock, valued at approximately $3,411,249.56. This represents a 1.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Venkat Achanta sold 23,287 shares of the company’s stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total transaction of $1,793,099.00. Following the completion of the transaction, the executive vice president directly owned 196,912 shares in the company, valued at approximately $15,162,224. The trade was a 10.58% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 62,975 shares of company stock valued at $5,062,870. 0.37% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On TransUnion

A number of institutional investors have recently made changes to their positions in the stock. BlackRock Inc. bought a new stake in shares of TransUnion during the 2nd quarter worth $1,367,560,000. Independent Franchise Partners LLP grew its position in TransUnion by 99.7% in the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after acquiring an additional 4,561,619 shares in the last quarter. Jupiter Topco LLC bought a new position in TransUnion in the second quarter valued at $280,292,000. Meritage Group LP bought a new position in TransUnion in the second quarter valued at $263,751,000. Finally, William Blair Investment Management LLC bought a new position in TransUnion in the second quarter valued at $191,080,000.

TransUnion Company Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.