Barclays Forecasts Strong Price Appreciation for TransUnion (NYSE:TRU) Stock

TransUnion (NYSE:TRU) had its target price hoisted by equities researchers at Barclays from $80.00 to $85.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the business services provider’s stock. Barclays‘s target price points to a potential upside of 1.62% from the company’s previous close.

A number of other research firms have also commented on TRU. BMO Capital Markets reaffirmed an “outperform” rating on shares of TransUnion in a research report on Wednesday. Griffin Securities set a $98.00 target price on shares of TransUnion in a report on Wednesday. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Mizuho reduced their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. Finally, Bank of America lowered their price objective on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 19th. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $93.19.

TransUnion Trading Up 8.3%

Shares of NYSE:TRU opened at $83.64 on Wednesday. TransUnion has a 12-month low of $63.37 and a 12-month high of $99.39. The business has a 50 day moving average of $72.40 and a 200-day moving average of $73.63. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. The stock has a market cap of $16.13 billion, a PE ratio of 23.17, a P/E/G ratio of 1.38 and a beta of 1.55.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The firm’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, equities research analysts forecast that TransUnion will post 4.14 earnings per share for the current year.

Insiders Place Their Bets

In other news, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $72,640.00. Following the transaction, the insider owned 64,634 shares in the company, valued at approximately $4,695,013.76. This trade represents a 1.52% decrease in their position. 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, insider Steven M. Chaouki sold 10,000 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $726,400.00. Following the sale, the insider owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. This represents a 10.01% 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 30,155 shares of company stock valued at $2,177,102 over the last ninety days. Company insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Eagle Bay Advisors LLC acquired a new stake in TransUnion in the fourth quarter worth $25,000. Geneos Wealth Management Inc. boosted its stake in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the last quarter. Cornerstone Planning Group LLC grew its position in TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares during the period. Measured Wealth Private Client Group LLC purchased a new stake in TransUnion in the third quarter worth $36,000. Finally, Osterweis Capital Management Inc. bought a new position in TransUnion during the second quarter worth about $45,000.

Key TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported second-quarter adjusted earnings of $1.23 per share, exceeding the $1.16 consensus estimate, while revenue rose 14.9% year over year to $1.31 billion, ahead of the $1.28 billion forecast. EPS also increased from $1.08 in the prior-year quarter. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 adjusted EPS outlook to $4.75–$4.83, above the roughly $4.67 analyst consensus. Full-year revenue guidance was set at approximately $5.1–$5.2 billion, supporting expectations for continued growth. TransUnion lifts outlook after strong quarterly revenue growth
• Positive Sentiment: The earnings call highlighted growth momentum across TransUnion’s business, including demand for credit, risk and marketing data products and the contribution from alternative credit data. Investors viewed the commentary as evidence that recent investments and acquisitions are supporting expansion. TransUnion Corp. Earnings Call Highlights Growth Momentum
• Neutral Sentiment: Third-quarter adjusted EPS guidance of $1.18–$1.21 was broadly in line with estimates, though its midpoint is slightly below the $1.21 consensus. Revenue guidance was approximately $1.3 billion, also consistent with expectations.
• Negative Sentiment: TransUnion flagged a surge in auto-loan fraud losses, a potential headwind for lenders and for demand or pricing in parts of its auto-related business. TransUnion Flags a Surge in Auto Loan Fraud Losses
• Negative Sentiment: Some analysts cautioned that the strong results may already be reflected in the stock’s valuation following its recent rally, potentially limiting additional upside unless TransUnion continues to outperform. TransUnion Q2 Earnings: Great Print, But It Seems to Be Priced Accordingly

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.