TransUnion (NYSE:TRU) Price Target Raised to $102.00

TransUnion (NYSE:TRU) had its target price lifted by Wells Fargo & Company from $90.00 to $102.00 in a research report released on Wednesday morning,Benzinga reports. They currently have an overweight rating on the business services provider’s stock.

TRU has been the topic of a number of other research reports. Stifel Nicolaus raised their target price on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research note on Wednesday. Robert W. Baird increased their price objective on shares of TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, July 16th. Barclays lifted their target price on shares of TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a research note on Wednesday. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $106.00 target price on shares of TransUnion in a report on Wednesday. Ten analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $94.38.

TransUnion Price Performance

Shares of TransUnion stock opened at $78.57 on Wednesday. The stock has a market cap of $15.05 billion, a P/E ratio of 20.73, a P/E/G ratio of 1.35 and a beta of 1.55. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.93 and a current ratio of 1.90. The stock’s fifty day moving average is $73.08 and its 200 day moving average is $73.61. TransUnion has a one year low of $63.37 and a one year high of $97.42.

TransUnion (NYSE:TRU) last released 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. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the previous year, the company posted $1.08 earnings per share. TransUnion’s revenue for the quarter was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts anticipate that TransUnion will post 4.14 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were issued a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s payout ratio is 13.19%.

Insider Activity

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $72,640.00. Following the completion of the transaction, the insider owned 64,634 shares of the company’s stock, valued at $4,695,013.76. This represents a 1.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $726,400.00. Following the transaction, the insider owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. The trade was a 10.01% 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. Insiders have sold 48,150 shares of company stock valued at $3,778,562 in the last quarter. Company insiders own 0.37% of the company’s stock.

Hedge Funds Weigh In On TransUnion

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Wealth High Governance Capital Ltda bought a new position in shares of TransUnion during the 4th quarter valued at approximately $10,466,000. Mirabaud Asset Management Ltd grew its holdings in shares of TransUnion by 49.3% in the fourth quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock valued at $7,221,000 after purchasing an additional 25,381 shares in the last quarter. Financiere des Professionnels Fonds d investissement inc. increased its position in TransUnion by 18.6% in the fourth quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock worth $25,078,000 after purchasing an additional 45,840 shares during the last quarter. BNP Paribas Financial Markets raised its stake in TransUnion by 280.6% during the fourth quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock valued at $23,114,000 after purchasing an additional 198,726 shares in the last quarter. Finally, PBCay One RSC Ltd bought a new position in TransUnion during the fourth quarter valued at $52,131,000.

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.