TransUnion (NYSE:TRU) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of TransUnion (NYSE:TRU) from a hold rating to a buy rating in a research note issued to investors on Saturday morning,Wall Street Zen reports.

TRU has been the topic of several other research reports. Needham & Company LLC lifted their target price on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Wells Fargo & Company lifted their price objective on TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. The Goldman Sachs Group reiterated a “neutral” rating and set a $82.00 target price on shares of TransUnion in a research report on Tuesday, July 28th. Finally, Robert W. Baird increased 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. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Performance

NYSE TRU opened at $85.06 on Friday. 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 52-week low of $63.37 and a 52-week high of $95.50. The business’s 50-day moving average price is $78.59 and its 200 day moving average price is $73.85. The firm has a market cap of $16.30 billion, a P/E ratio of 22.44, a P/E/G ratio of 1.41 and a beta of 1.53.

TransUnion (NYSE:TRU) last posted its quarterly earnings data 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 return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. During the same period in the prior year, the business earned $1.08 EPS. The firm’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. On average, equities research analysts expect that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be paid a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 20th. TransUnion’s dividend payout ratio (DPR) is presently 13.19%.

Insider Activity

In other TransUnion news, EVP Alicia Brooke Zuiker sold 8,673 shares of the business’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total transaction of $680,743.77. Following the sale, the executive vice president directly owned 41,883 shares in the company, valued at approximately $3,287,396.67. The trade was a 17.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total value of $77,760.00. Following the completion of the sale, the chief accounting officer directly owned 5,843 shares in the company, valued at $467,440. This trade represents a 14.26% 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 sold a total of 46,090 shares of company stock valued at $3,710,541 in the last 90 days. Insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Several institutional investors and hedge funds have recently made changes to their positions in TRU. California State Teachers Retirement System increased its holdings in TransUnion by 6,636.6% during the 2nd quarter. California State Teachers Retirement System now owns 22,788,593 shares of the business services provider’s stock valued at $1,643,969,000 after acquiring an additional 22,450,313 shares in the last quarter. BlackRock Inc. purchased a new stake in shares of TransUnion in the second quarter valued at about $1,367,560,000. Dodge & Cox acquired a new stake in shares of TransUnion in the fourth quarter valued at approximately $843,952,000. Independent Franchise Partners LLP grew its position in shares of TransUnion by 99.7% in the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after purchasing an additional 4,561,619 shares during the last quarter. Finally, Jupiter Topco LLC purchased a new position in shares of TransUnion during the 2nd quarter worth approximately $280,292,000.

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.