Brokerages Set TransUnion (NYSE:TRU) Price Target at $91.60

Shares of TransUnion (NYSE:TRU) have been given an average recommendation of “Moderate Buy” by the sixteen ratings firms that are currently covering the firm, MarketBeat.com reports. Six investment analysts have rated the stock with a hold recommendation and ten have given a buy recommendation to the company. The average 1 year price objective among brokers that have covered the stock in the last year is $94.3750.

TRU has been the topic of a number of analyst reports. JPMorgan Chase & Co. lowered their price objective on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 29th. Griffin Securities set a $98.00 target price on shares of TransUnion in a research note on Wednesday. BMO Capital Markets lifted their price target on shares of TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday. Morgan Stanley reiterated an “overweight” rating and issued a $106.00 price target on shares of TransUnion in a research report on Wednesday. Finally, Bank of America reduced their price objective 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.

TransUnion News Summary

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported second-quarter revenue of $1.31 billion, up 14.9% year over year and above the $1.28 billion consensus estimate. Adjusted EPS of $1.23 also exceeded expectations of approximately $1.14-$1.16 and rose from $1.08 a year earlier. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $4.75-$4.83, above the $4.67 consensus, while forecasting full-year revenue of $5.1-$5.2 billion. Growth in financial services, international markets and acquisition-related expansion—particularly in Latin America—supported investor enthusiasm.
• Positive Sentiment: Analysts increased their targets after the results: Wells Fargo raised its target to $102 from $90 and retained an Overweight rating; Baird lifted its target to $115 from $108 with an Outperform rating; Needham raised its target to $100 from $95 with a Buy rating; and Barclays increased its target to $85 from $80 while maintaining Equal Weight. TransUnion Strong Q2 Beat and Raised Guidance
• Neutral Sentiment: Third-quarter EPS guidance of $1.18-$1.21 is broadly in line with consensus, suggesting investors may now look for continued execution to justify the rally and the stock’s elevated valuation.
• Negative Sentiment: EVP Mohamed Abdelsadek sold 23,495 shares worth nearly $2.0 million under a pre-arranged Rule 10b5-1 plan. Quiver data also shows 14 insider sales and no purchases over the past six months, a potential sentiment concern, although planned sales do not necessarily signal deteriorating business conditions. SEC Insider Sale Filing
• Negative Sentiment: The company flagged a surge in auto-loan fraud losses, which could pressure lending-related customers and remains a risk to credit-market growth.

TransUnion Price Performance

Shares of NYSE:TRU opened at $83.84 on Thursday. The firm’s 50 day moving average price is $72.70 and its 200-day moving average price is $73.63. The stock has a market capitalization of $16.16 billion, a PE ratio of 22.12, a price-to-earnings-growth ratio of 1.50 and a beta of 1.55. TransUnion has a twelve month low of $63.37 and a twelve month high of $99.39. The company has a quick ratio of 1.93, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating 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 company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same period in the previous year, the business earned $1.08 earnings per share. TransUnion’s quarterly revenue 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. Equities research analysts expect that TransUnion will post 4.14 EPS for the current year.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were paid a $0.125 dividend. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 annualized dividend and a yield of 0.6%. TransUnion’s payout ratio is presently 13.19%.

Insider Buying and Selling

In related news, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $72,640.00. Following the completion of the transaction, the insider owned 64,634 shares of the company’s stock, valued at approximately $4,695,013.76. This trade represents a 1.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total value of $77,760.00. Following the completion of the transaction, the chief accounting officer owned 5,843 shares of the company’s stock, valued at approximately $467,440. This trade represents a 14.26% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 53,650 shares of company stock valued at $4,174,177 in the last ninety days. Company insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Dodge & Cox bought a new position in TransUnion in the fourth quarter worth approximately $843,952,000. Independent Franchise Partners LLP grew its position in shares of TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after buying an additional 4,561,619 shares during the last quarter. State Street Corp increased its position in shares of TransUnion by 62.2% during the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after purchasing an additional 2,600,425 shares in the last quarter. Invesco Ltd. increased its position in TransUnion by 355.9% during the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after buying an additional 2,059,177 shares in the last quarter. Finally, Vulcan Value Partners LLC acquired a new position in TransUnion during the 4th quarter valued at about $91,043,000.

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.