TransUnion (NYSE:TRU) Shares Gap Down – Here’s What Happened

TransUnion (NYSE:TRU) shares gapped down prior to trading on Tuesday . The stock had previously closed at $79.01, but opened at $74.98. TransUnion shares last traded at $76.5120, with a volume of 183,119 shares trading hands.

Analysts Set New Price Targets

TRU has been the subject of several recent analyst reports. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday. Mizuho dropped their target price on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. Needham & Company LLC reissued a “buy” rating and set a $95.00 price objective on shares of TransUnion in a research report on Wednesday, April 29th. Bank of America dropped their price objective on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Finally, Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. One equities research 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 company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $91.60.

TransUnion Stock Performance

The firm has a market cap of $14.67 billion, a price-to-earnings ratio of 21.05, a price-to-earnings-growth ratio of 1.43 and a beta of 1.55. The stock has a 50-day moving average of $71.22 and a 200-day moving average of $73.95. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.07. The firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The business’s revenue was up 13.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, analysts anticipate that TransUnion will post 4.14 EPS for the current fiscal year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were paid a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date was Wednesday, May 27th. TransUnion’s payout ratio is presently 13.85%.

Insider Buying and Selling

In related news, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total transaction of $77,760.00. Following the completion of the transaction, the chief accounting officer directly owned 5,843 shares of the company’s stock, valued at approximately $467,440. This represents a 14.26% 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. Also, EVP Heather J. Russell sold 6,683 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the sale, the executive vice president owned 45,248 shares in the company, valued at approximately $3,251,973.76. This represents a 12.87% decrease in their position. 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 have sold 30,155 shares of company stock worth $2,177,102. Insiders own 0.37% of the company’s stock.

Hedge Funds Weigh In On TransUnion

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Dodge & Cox acquired a new position in shares of TransUnion in the fourth quarter valued at $843,952,000. Independent Franchise Partners LLP grew its stake in TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after buying an additional 4,561,619 shares during the last quarter. State Street Corp raised its holdings in TransUnion by 0.7% in the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after acquiring an additional 50,232 shares during the period. Van ECK Associates Corp raised its holdings in TransUnion by 7.0% in the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after acquiring an additional 323,149 shares during the period. Finally, Bessemer Group Inc. lifted its position in TransUnion by 5.8% during the fourth quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock worth $323,185,000 after acquiring an additional 205,449 shares during 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.