Wall Street Zen Upgrades TransUnion (NYSE:TRU) to Buy

TransUnion (NYSE:TRU) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Saturday.

A number of other equities analysts also recently weighed in on the company. Morgan Stanley dropped their target price on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. Bank of America assumed coverage on shares of TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective on the stock. Finally, Needham & Company LLC cut their target price on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, TransUnion has a consensus rating of “Moderate Buy” and an average price target of $94.54.

TransUnion Stock Performance

Shares of TransUnion stock opened at $69.96 on Friday. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The stock has a market cap of $13.48 billion, a PE ratio of 30.16, a price-to-earnings-growth ratio of 1.28 and a beta of 1.70. The business has a fifty day simple moving average of $78.17 and a 200-day simple moving average of $81.98.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.04. The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.TransUnion’s quarterly revenue was up 13.0% on a year-over-year basis. During the same period in the previous year, the firm earned $0.97 earnings per share. 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, sell-side analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the transaction, the insider owned 61,592 shares in the company, valued at approximately $5,279,050.32. This trade represents a 1.60% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Jennifer A. Williams sold 1,679 shares of TransUnion stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the completion of the sale, the chief accounting officer directly owned 7,219 shares of the company’s stock, valued at approximately $577,520. The trade was a 18.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 12,064 shares of company stock valued at $988,292. Insiders own 0.25% of the company’s stock.

Hedge Funds Weigh In On TransUnion

Hedge funds have recently bought and sold shares of the business. Covestor Ltd lifted its position in shares of TransUnion by 20.9% in the third quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock worth $62,000 after buying an additional 127 shares during the last quarter. DAVENPORT & Co LLC increased its holdings in shares of TransUnion by 0.4% during the 3rd quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock valued at $2,779,000 after acquiring an additional 137 shares during the last quarter. Global Retirement Partners LLC increased its holdings 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 last quarter. Rovin Capital UT ADV raised its stake in shares of TransUnion by 2.3% in the 3rd quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider’s stock valued at $537,000 after acquiring an additional 147 shares in the last quarter. Finally, Cornerstone Investment Partners LLC raised its stake in shares of TransUnion by 1.7% in the 3rd quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider’s stock valued at $860,000 after acquiring an additional 167 shares in the last quarter.

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.