TransUnion (NYSE:TRU) Hits New 1-Year Low – What’s Next?

TransUnion (NYSE:TRU)’s share price hit a new 52-week low during mid-day trading on Tuesday . The company traded as low as $63.37 and last traded at $64.3890, with a volume of 2848426 shares traded. The stock had previously closed at $64.60.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on TRU shares. Robert W. Baird set a $108.00 target price on TransUnion in a report on Wednesday, April 29th. Morgan Stanley cut their price objective on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. New Street Research set a $100.00 price target on shares of TransUnion in a research report on Wednesday, March 11th. Finally, Mizuho started coverage on shares of TransUnion in a research report on Thursday, April 16th. They set a “neutral” rating and a $80.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $91.47.

TransUnion Trading Up 3.2%

The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. The company’s 50 day moving average is $70.13 and its two-hundred day moving average is $75.15. The firm has a market cap of $13.12 billion, a P/E ratio of 18.86, a PEG ratio of 1.16 and a beta of 1.56.

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

TransUnion Dividend Announcement

The company 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 was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s payout ratio is currently 13.85%.

Insider Activity at TransUnion

In other news, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total value of $350,000.00. Following the completion of the transaction, the insider owned 89,711 shares in the company, valued at approximately $6,279,770. This represents a 5.28% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $70.73, for a total transaction of $70,730.00. Following the sale, the insider owned 65,634 shares in the company, valued at approximately $4,642,292.82. This trade represents a 1.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 25,666 shares of company stock worth $1,843,542. 0.37% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

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

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.