TransUnion (NYSE:TRU) Stock Rating Cut to “Hold” at Wall Street Zen

Wall Street Zen lowered shares of TransUnion (NYSE:TRU) from a buy rating to a hold rating in a research report released on Saturday morning,Wall Street Zen reports.

Several other equities research analysts have also commented on TRU. The Goldman Sachs Group cut their price target on shares of TransUnion from $77.00 to $68.00 and set a “neutral” rating on the stock in a research note on Friday. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. Needham & Company LLC raised their price objective on TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. BMO Capital Markets lifted their target price on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Finally, BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday, July 28th. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $92.75.

TransUnion Price Performance

TRU stock opened at $63.48 on Friday. The business has a 50 day moving average price of $77.83 and a 200 day moving average price of $73.64. The stock has a market cap of $12.16 billion, a price-to-earnings ratio of 16.75, a PEG ratio of 1.05 and a beta of 1.58. TransUnion has a fifty-two week low of $60.96 and a fifty-two week high of $89.12. 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 (NYSE:TRU) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating the consensus estimate of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same period in the prior year, the firm posted $1.08 earnings per share. The firm’s revenue 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. Equities research analysts anticipate that TransUnion will post 4.23 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Thursday, August 20th were paid a dividend of $0.1250 per share. 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 is currently 13.19%.

Insider Activity

In related news, EVP Venkat Achanta sold 23,287 shares of the company’s stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total transaction of $1,793,099.00. Following the transaction, the executive vice president owned 196,912 shares of the company’s stock, valued at $15,162,224. This represents a 10.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Jennifer A. Williams sold 1,070 shares of the company’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $84.57, for a total transaction of $90,489.90. Following the transaction, the chief accounting officer directly owned 4,327 shares in the company, valued at approximately $365,934.39. This trade represents a 19.83% 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. Over the last 90 days, insiders have sold 63,947 shares of company stock valued at $5,140,630. Insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On TransUnion

A number of institutional investors and hedge funds have recently modified their holdings of TRU. BlackRock Inc. acquired a new position in shares of TransUnion during the 2nd quarter worth $1,367,560,000. Independent Franchise Partners LLP increased its holdings in TransUnion by 99.7% during 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 acquiring an additional 4,561,619 shares in the last quarter. Van ECK Associates Corp increased its holdings 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 valued at $422,936,000 after acquiring an additional 323,149 shares in the last quarter. Jupiter Topco LLC acquired a new position in TransUnion during the second quarter worth about $280,292,000. Finally, Meritage Group LP acquired a new position in TransUnion during the second quarter worth about $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

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.