TransUnion (NYSE:TRU) Stock Gets Price Target Cut from Needham & Company LLC

TransUnion (NYSE:TRU) had its price objective reduced by Needham & Company LLC from $100.00 to $85.00 in a research report sent to investors on Tuesday,Benzinga reports. Needham & Company LLC currently has a buy rating on the business services provider’s stock.

Other equities research analysts have also recently issued research reports about the company. Robert W. Baird raised their target price on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Barclays lowered their target price on TransUnion from $85.00 to $70.00 and set an “equal weight” rating for the company in a report on Friday, October 2nd. Stifel Nicolaus boosted their price target on TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. BMO Capital Markets boosted their price target on TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Finally, Mizuho cut their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. Nine analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and a consensus price target of $91.13.

TransUnion Price Performance

TRU stock opened at $73.92 on Tuesday. The firm has a market cap of $14.16 billion, a price-to-earnings ratio of 16.82, a PEG ratio of 1.14 and a beta of 1.58. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 12-month low of $60.96 and a 12-month high of $89.12. The company’s fifty day simple moving average is $75.23 and its 200 day simple moving average is $73.41.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter in the prior year, the firm posted $1.08 earnings per share. The business’s quarterly revenue was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, analysts expect that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Thursday, August 20th were paid a $0.1250 dividend. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, August 20th. TransUnion’s payout ratio is 13.19%.

Insider Activity

In other news, CAO Jennifer Williams sold 1,070 shares of the company’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $84.57, for a total transaction of $90,489.90. Following the transaction, the chief accounting officer owned 4,327 shares in the company, valued at approximately $365,934.39. This represents a 19.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Zuiker sold 8,673 shares of the stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total transaction of $680,743.77. Following the transaction, the executive vice president directly owned 41,883 shares in the company, valued at $3,287,396.67. This trade represents a 17.16% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 62,975 shares of company stock valued at $5,062,870. Corporate insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. grew its stake in TransUnion by 12.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,187 shares of the business services provider’s stock valued at $86,000 after acquiring an additional 132 shares during the period. Annis Gardner Whiting Capital Advisors LLC increased its holdings in shares of TransUnion by 14.7% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock valued at $82,000 after acquiring an additional 152 shares in the last quarter. Raiffeisen Bank International AG raised its position in shares of TransUnion by 2.0% during the second quarter. Raiffeisen Bank International AG now owns 9,468 shares of the business services provider’s stock worth $680,000 after purchasing an additional 187 shares during the period. Applied Finance Capital Management LLC raised its position in shares of TransUnion by 4.7% during the first quarter. Applied Finance Capital Management LLC now owns 4,576 shares of the business services provider’s stock worth $317,000 after purchasing an additional 204 shares during the period. Finally, Parallel Advisors LLC raised its position in shares of TransUnion by 26.7% during the first quarter. Parallel Advisors LLC now owns 1,050 shares of the business services provider’s stock worth $73,000 after purchasing an additional 221 shares during the period.

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.