TransUnion’s (TRU) “Buy” Rating Reiterated at Needham & Company LLC

Needham & Company LLC reiterated their buy rating on shares of TransUnion (NYSE:TRU) in a research note released on Wednesday,Benzinga reports. They currently have a $95.00 price objective on the business services provider’s stock.

TRU has been the topic of a number of other research reports. Bank of America initiated coverage on TransUnion in a report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price target on the stock. UBS Group lowered their price target on TransUnion from $72.00 to $69.00 and set a “neutral” rating on the stock in a report on Monday, April 13th. Barclays lowered their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a report on Friday, February 13th. Stifel Nicolaus lowered their price target on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Finally, Wells Fargo & Company reduced their price objective on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $91.47.

TransUnion Stock Performance

Shares of TRU stock opened at $70.34 on Wednesday. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39. The company has a current ratio of 1.93, a quick ratio of 1.75 and a debt-to-equity ratio of 1.10. The company has a market capitalization of $13.57 billion, a price-to-earnings ratio of 19.49, a P/E/G ratio of 1.24 and a beta of 1.71. The stock’s fifty day simple moving average is $72.54 and its 200-day simple moving average is $78.53.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the previous year, the company posted $1.05 earnings per share. TransUnion’s revenue for the quarter was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, sell-side analysts predict that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were given a dividend of $0.125 per share. The ex-dividend date of this dividend was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion’s payout ratio is 13.85%.

Insider Transactions at TransUnion

In related news, EVP Heather J. Russell sold 1,983 shares of TransUnion stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $80.00, for a total transaction of $158,640.00. Following the completion of the sale, the executive vice president owned 39,080 shares of the company’s stock, valued at approximately $3,126,400. This trade represents a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of TransUnion stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total value of $350,000.00. Following the sale, the insider directly owned 89,711 shares of the company’s stock, valued at approximately $6,279,770. The trade was a 5.28% 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 13,729 shares of company stock worth $1,031,619 in the last ninety days. Company insiders own 0.37% of the company’s stock.

Institutional Trading of TransUnion

A number of institutional investors and hedge funds have recently made changes to their positions in TRU. Eagle Bay Advisors LLC acquired a new stake in shares of TransUnion in the fourth quarter worth about $25,000. Board of the Pension Protection Fund acquired a new stake in shares of TransUnion in the fourth quarter worth about $26,000. Geneos Wealth Management Inc. lifted its position in shares of TransUnion by 1,318.2% in the first 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. True Wealth Design LLC lifted its position in shares of TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after buying an additional 245 shares during the last quarter. Finally, Cornerstone Planning Group LLC lifted its position in shares of TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after buying an additional 220 shares during the last quarter.

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.