TransUnion (NYSE:TRU) Cut to “Hold” at Wall Street Zen

Wall Street Zen lowered shares of TransUnion (NYSE:TRU) from a buy rating to a hold rating in a report published on Saturday morning.

A number of other research analysts have also recently commented on TRU. The Goldman Sachs Group cut their price target on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Needham & Company LLC cut their price target on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research note on Friday, February 13th. UBS Group dropped their price objective on shares of TransUnion from $72.00 to $69.00 and set a “neutral” rating for the company in a report on Monday, April 13th. Stifel Nicolaus dropped their price objective on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a report on Friday, February 13th. Finally, Mizuho assumed coverage on shares of TransUnion in a report on Thursday. They set a “neutral” rating and a $80.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus target price of $92.53.

TransUnion Stock Down 0.6%

Shares of TRU opened at $77.80 on Friday. The stock has a market cap of $15.01 billion, a price-to-earnings ratio of 33.54, a P/E/G ratio of 1.40 and a beta of 1.71. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The company has a 50-day moving average price of $72.76 and a two-hundred day moving average price of $78.83.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The company’s revenue for the quarter was up 13.0% compared to the same quarter last year. During the same quarter last year, the company 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. Equities analysts predict that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were issued a dividend of $0.125 per share. The ex-dividend date of this dividend was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is 21.55%.

Insider Activity

In related news, EVP Heather J. Russell sold 4,067 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the completion of the sale, the executive vice president owned 41,063 shares of the company’s stock, valued at $3,177,044.31. This trade represents a 9.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO Jennifer A. Williams sold 1,679 shares of the firm’s stock in a transaction that occurred 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. This represents a 18.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 11,746 shares of company stock worth $872,979. Corporate insiders own 0.37% of the company’s stock.

Institutional Trading of TransUnion

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. increased its holdings in shares of TransUnion by 2.8% in the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after purchasing an additional 517,098 shares in the last quarter. Dodge & Cox acquired a new stake in shares of TransUnion in the fourth quarter valued at approximately $843,952,000. Independent Franchise Partners LLP increased 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 increased its holdings in shares of TransUnion by 0.7% in the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after purchasing an additional 50,232 shares in the last quarter. Finally, Van ECK Associates Corp increased its holdings in shares of TransUnion by 7.0% in the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after purchasing an additional 323,149 shares in the last quarter.

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.