Mohamed Abdelsadek Sells 23,495 Shares of TransUnion (NYSE:TRU) Stock

TransUnion (NYSE:TRU) EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total value of $1,997,075.00. Following the sale, the executive vice president owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. The trade was a 29.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Stock Down 4.0%

Shares of NYSE:TRU opened at $80.41 on Friday. The company has a market capitalization of $15.41 billion, a price-to-earnings ratio of 21.22, a P/E/G ratio of 1.40 and a beta of 1.55. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.93. The business’s 50-day moving average is $72.92 and its 200-day moving average is $73.57. TransUnion has a 1 year low of $63.37 and a 1 year high of $97.42.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm’s revenue was up 14.9% on a year-over-year basis. During the same quarter last year, the firm posted $1.08 earnings per share. 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 predict that TransUnion will post 4.14 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were given a dividend of $0.125 per share. 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 13.19%.

Wall Street Analysts Forecast Growth

TRU has been the topic of several research analyst reports. Robert W. Baird increased their target price on shares of TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday. Needham & Company LLC upped their price objective on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday. Wells Fargo & Company increased their price objective on shares of TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research report on Wednesday. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, July 16th. Finally, UBS Group boosted their target price on TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research report on Thursday, July 2nd. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $94.38.

Institutional Investors Weigh In On TransUnion

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Dodge & Cox bought a new stake in TransUnion during the 4th quarter worth approximately $843,952,000. Independent Franchise Partners LLP lifted its holdings in shares of 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 valued at $783,489,000 after purchasing an additional 4,561,619 shares in the last quarter. State Street Corp boosted 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 valued at $568,177,000 after buying an additional 2,600,425 shares during the last quarter. Invesco Ltd. boosted its position in shares of TransUnion by 355.9% during the third 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 during the last quarter. Finally, Vulcan Value Partners LLC bought a new stake in TransUnion during the fourth quarter worth $91,043,000.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion’s second-quarter results exceeded expectations: revenue rose 14.9% year over year to $1.31 billion versus the $1.28 billion consensus, while EPS of $1.23 topped estimates near $1.16 and increased 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 roughly $4.67 analyst consensus. Growth in financial services, international markets, platform modernization and acquisition-related expansion—especially in Latin America—supported the bullish reaction.
• Positive Sentiment: Several analysts raised their price targets following the beat. Wells Fargo lifted its target to $102 and maintained Overweight, Baird raised its target to $115 with an Outperform rating, and Needham increased its target to $100 with a Buy rating. TransUnion Strong Q2 Beat and Raised Guidance
• Neutral Sentiment: The company’s third-quarter EPS outlook of $1.18–$1.21 is broadly in line with expectations. That may leave investors focused on execution and additional upside catalysts after the post-earnings advance. A separate analysis assigned TransUnion a strong GF Score of 90, supporting the company’s long-term quality and momentum profile. TransUnion GF Score Analysis
• Negative Sentiment: EVP Mohamed Abdelsadek sold 23,495 shares for approximately $2 million under a pre-arranged Rule 10b5-1 plan. Data showing 14 insider sales and no purchases over the past six months could weigh on sentiment, although the planned nature of the transaction reduces its significance. SEC Insider Sale Filing
• Negative Sentiment: Investors may also be locking in gains after the strong earnings-related move, while the stock’s elevated valuation increases sensitivity to guidance, future growth and any signs of slowing credit-market demand. Rising auto-loan fraud losses represent an additional risk for lending-related customers.

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.