Insider Selling: TransUnion (NYSE:TRU) Insider Sells $62,290.00 in Stock

TransUnion (NYSE:TRU) insider Todd Skinner sold 1,000 shares of the company’s stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $62.29, for a total value of $62,290.00. Following the sale, the insider owned 54,764 shares in the company, valued at $3,411,249.56. The trade was a 1.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Stock Up 0.1%

TRU stock opened at $63.48 on Monday. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. The business has a 50 day moving average price of $77.83 and a two-hundred day moving average price of $73.66. The company has a market cap of $12.16 billion, a price-to-earnings ratio of 16.75, a P/E/G ratio of 1.05 and a beta of 1.58. TransUnion has a twelve month low of $60.96 and a twelve month high of $89.12.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company 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 business posted $1.08 EPS. The business’s 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. Analysts anticipate that TransUnion will post 4.23 EPS for the current fiscal year.

TransUnion Announces Dividend

The company 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. The ex-dividend date was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a yield of 0.8%. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on TRU shares. The Goldman Sachs Group cut their target price on shares of TransUnion from $77.00 to $68.00 and set a “neutral” rating for the company in a research note on Friday. UBS Group lowered their price target on TransUnion from $82.00 to $80.00 and set a “neutral” rating on the stock in a research report on Thursday, September 24th. Barclays dropped their price objective on TransUnion from $85.00 to $70.00 and set an “equal weight” rating on the stock in a research note on Friday. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Mizuho reduced their target price on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $92.75.

Hedge Funds Weigh In On TransUnion

Several institutional investors and hedge funds have recently made changes to their positions in TRU. BlackRock Inc. bought a new stake in TransUnion in the 2nd quarter valued at $1,367,560,000. Independent Franchise Partners LLP grew its holdings 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 in the last quarter. Van ECK Associates Corp increased its position in TransUnion by 7.0% during the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after buying an additional 323,149 shares during the period. Jupiter Topco LLC acquired a new stake in shares of TransUnion during the second quarter worth $280,292,000. Finally, Meritage Group LP acquired a new stake in shares of TransUnion during the second quarter worth $263,751,000.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Morgan Stanley reiterated a Buy rating and maintained a $106 price target, saying risks related to the company’s “bi-merge” transition appear limited. The target implies substantial upside from recent trading levels and likely supported the stock. Morgan Stanley TransUnion rating article
• Positive Sentiment: A TransUnion CIBIL-FIDC report found that nonbank finance companies now account for about half of India’s new-to-credit borrowers, up from 24% in 2016. The trend points to expanding credit access and potentially stronger long-term demand for TransUnion’s credit information and analytics services, though the report does not provide a direct earnings forecast. TransUnion CIBIL-FIDC report
• Neutral Sentiment: TransUnion will report third-quarter 2026 results on October 27, with an earnings call at 8:30 a.m. Central Time. The announcement provides a near-term catalyst, but offers no new operating or financial information before the release. TransUnion earnings release date
• Negative Sentiment: EVP Mohamed Abdelsadek sold 250 shares and international President Todd Skinner sold 1,000 shares at approximately $62.29. Both transactions were made under pre-arranged Rule 10b5-1 plans, limiting their signaling value, but the sales add to a broader pattern of insider selling.
• Negative Sentiment: Recent reports also cited a Goldman Sachs downgrade and a reduction in its price target, creating valuation pressure and partially offsetting Morgan Stanley’s bullish stance. TransUnion analyst downgrade Goldman Sachs TransUnion price target article

TransUnion Company Profile

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.