TransUnion (NYSE:TRU) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of TransUnion (NYSE:TRU) from a hold rating to a buy rating in a research note published on Tuesday,Wall Street Zen reports.

Several other brokerages have also recently weighed in on TRU. Needham & Company LLC increased their target price on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. BMO Capital Markets lifted their price target on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Morgan Stanley reiterated an “overweight” rating and issued a $106.00 price objective on shares of TransUnion in a research report on Wednesday, July 29th. The Goldman Sachs Group reiterated a “neutral” rating and set a $82.00 price target on shares of TransUnion in a report on Tuesday, July 28th. Finally, Griffin Securities set a $98.00 price target on shares of TransUnion in a research report on Wednesday, July 29th. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and an average target price of $94.56.

TransUnion Price Performance

Shares of NYSE:TRU opened at $67.37 on Tuesday. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. The stock has a market cap of $12.91 billion, a PE ratio of 17.77, a PEG ratio of 1.19 and a beta of 1.54. The company’s fifty day moving average is $79.31 and its 200 day moving average is $73.99. TransUnion has a 52 week low of $63.37 and a 52 week high of $89.12.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company’s revenue was up 14.9% on a year-over-year basis. During the same period in the prior year, the business 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. Research analysts anticipate that TransUnion will post 4.23 earnings per share for the current year.

TransUnion Announces Dividend

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

Insider Activity

In other TransUnion news, EVP Venkat Achanta sold 23,287 shares of the business’s stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $77.00, for a total transaction of $1,793,099.00. Following the transaction, the executive vice president directly owned 196,912 shares of the company’s stock, valued at approximately $15,162,224. The trade was a 10.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Jennifer A. Williams sold 1,070 shares of the company’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $84.57, for a total transaction of $90,489.90. Following the completion of the transaction, the chief accounting officer owned 4,327 shares of the company’s stock, valued at $365,934.39. This trade represents a 19.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 73,697 shares of company stock valued at $5,861,807. 0.37% of the stock is owned by insiders.

Institutional Investors Weigh In On TransUnion

A number of large investors have recently modified their holdings of TRU. QRG Capital Management Inc. raised its stake in TransUnion by 7.4% in the second quarter. QRG Capital Management Inc. now owns 3,748 shares of the business services provider’s stock worth $270,000 after buying an additional 257 shares in the last quarter. Andra AP fonden bought a new stake in TransUnion during the 2nd quarter valued at approximately $5,317,000. Junto Capital Management LP bought a new stake in TransUnion during the 2nd quarter valued at approximately $78,975,000. National Pension Service grew its holdings in shares of TransUnion by 174.8% during the 2nd quarter. National Pension Service now owns 32,791 shares of the business services provider’s stock worth $2,366,000 after acquiring an additional 20,860 shares during the period. Finally, C WorldWide Group Holding A S grew its holdings in shares of TransUnion by 1.1% during the 2nd quarter. C WorldWide Group Holding A S now owns 127,804 shares of the business services provider’s stock worth $9,220,000 after acquiring an additional 1,352 shares during the period.

Key TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reaffirmed its third-quarter and full-year 2026 outlook, signaling that management does not expect the CFO change to affect operations, strategic priorities, long-term targets, or capital allocation. Full-year adjusted EPS guidance of $4.75–$4.83 is above the reported consensus estimate of $4.70. TransUnion Says CFO Todd Cello to Step Down by Year-End and Backs Outlook
• Positive Sentiment: Todd Cello will remain CFO through December 31, 2026, then serve as a full-time advisor through March 1, 2027. The extended handover period could reduce execution risk while TransUnion searches for a successor. TransUnion Announces Chief Financial Officer Transition
• Neutral Sentiment: Third-quarter adjusted EPS guidance of $1.18–$1.21 is broadly consistent with the $1.19 consensus estimate, while projected revenue of approximately $1.3 billion is also in line with expectations. The update provides no clear near-term earnings catalyst.
• Neutral Sentiment: Institutional positioning was mixed in the latest reported quarter: Dodge & Cox and T. Rowe Price added substantially, while Wellington, Van Eck, Capital International, and others reduced holdings. This suggests divided conviction rather than a uniform institutional view.
• Negative Sentiment: Long-serving CFO Todd Cello plans to step down after 29 years at TransUnion, including nine years as CFO. Investors may be concerned about succession, financial execution, and the loss of an experienced executive even though management characterized the departure as personal and reaffirmed guidance. TransUnion Shares Fall After CFO Transition News
• Negative Sentiment: Recent insider activity provides an additional cautionary signal: 19 reported open-market insider transactions over six months were sales, with no purchases. These trades may reflect routine compensation or portfolio decisions, so they are not necessarily directly related to the CFO announcement.

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.