TransUnion (NYSE:TRU) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of TransUnion (NYSE:TRU) have been given an average rating of “Moderate Buy” by the fourteen research firms that are presently covering the company, MarketBeat.com reports. Six analysts have rated the stock with a hold recommendation, seven have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average twelve-month target price among brokers that have issued ratings on the stock in the last year is $91.4667.

A number of brokerages have recently commented on TRU. Barclays cut their price objective on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research report on Friday, February 13th. Stifel Nicolaus cut their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. New Street Research set a $100.00 target price on TransUnion in a report on Wednesday, March 11th. Mizuho assumed coverage on TransUnion in a research report on Thursday, April 16th. They issued a “neutral” rating and a $80.00 price target for the company. Finally, JPMorgan Chase & Co. dropped their price target on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th.

TransUnion Stock Performance

Shares of TRU opened at $66.39 on Friday. The firm’s 50 day moving average is $71.27 and its 200-day moving average is $77.81. The stock has a market capitalization of $12.80 billion, a P/E ratio of 18.39, a P/E/G ratio of 1.16 and a beta of 1.57. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating the consensus estimate of $1.11 by $0.07. The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The business’s quarterly revenue was up 13.7% on a year-over-year basis. During the same period in the prior year, the business earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities research analysts anticipate that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th will be given a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is 13.85%.

Insider Activity

In other TransUnion news, EVP Heather J. Russell sold 1,983 shares of TransUnion stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $80.00, for a total transaction of $158,640.00. Following the transaction, the executive vice president directly owned 39,080 shares in the company, valued at approximately $3,126,400. The trade was a 4.83% decrease in their position. The transaction 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. Also, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $71.93, for a total transaction of $359,650.00. Following the sale, the insider directly owned 84,711 shares in the company, valued at approximately $6,093,262.23. This trade represents a 5.57% 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. Insiders have sold 18,729 shares of company stock worth $1,387,839 over the last three months. 0.37% of the stock is owned by insiders.

Institutional Trading of TransUnion

Hedge funds and other institutional investors have recently modified their holdings of the business. Eagle Bay Advisors LLC acquired a new position in TransUnion during the fourth quarter valued at $25,000. Board of the Pension Protection Fund acquired a new stake in TransUnion during the 4th quarter worth about $26,000. Geneos Wealth Management Inc. boosted its position in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares during the period. True Wealth Design LLC grew its stake in TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after acquiring an additional 245 shares in the last quarter. Finally, Cornerstone Planning Group LLC increased its holdings in shares of TransUnion by 130.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares during the period.

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.