UBS Group Cuts TransUnion (NYSE:TRU) Price Target to $82.00

TransUnion (NYSE:TRU) had its price target cut by stock analysts at UBS Group from $88.00 to $82.00 in a report issued on Monday, Benzinga reports. The brokerage currently has a “neutral” rating on the business services provider’s stock. UBS Group’s price objective points to a potential upside of 14.52% from the stock’s current price.

Other analysts have also issued reports about the stock. Needham & Company LLC raised their target price on TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Stifel Nicolaus increased their price objective on TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 target price on TransUnion in a research note on Wednesday, July 29th. BMO Capital Markets upped their target price on TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Finally, Barclays lifted their price target on shares of TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and an average target price of $94.69.

TransUnion Trading Down 1.1%

TRU stock traded down $0.82 during midday trading on Monday, hitting $71.61. The company had a trading volume of 48,058 shares, compared to its average volume of 2,456,528. The stock has a market cap of $13.72 billion, a price-to-earnings ratio of 18.86, a PEG ratio of 1.19 and a beta of 1.54. TransUnion has a 52 week low of $63.37 and a 52 week high of $89.25. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. The stock’s 50 day moving average price is $79.87 and its 200 day moving average price is $74.21.

TransUnion (NYSE:TRU) last issued its earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping the consensus estimate of $1.16 by $0.07. The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period in the previous year, the firm 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 expect that TransUnion will post 4.23 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Todd Skinner sold 1,000 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $84.42, for a total value of $84,420.00. Following the completion of the transaction, the insider directly owned 55,764 shares in the company, valued at $4,707,596.88. This trade represents a 1.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 1,250 shares of TransUnion stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $79.07, for a total transaction of $98,837.50. Following the transaction, the executive vice president directly owned 53,431 shares of the company’s stock, valued at approximately $4,224,789.17. This trade represents a 2.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 73,697 shares of company stock worth $5,861,807. 0.37% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On TransUnion

Institutional investors and hedge funds have recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. increased its holdings in shares of TransUnion by 12.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,187 shares of the business services provider’s stock worth $86,000 after purchasing an additional 132 shares during the last quarter. Global Retirement Partners LLC boosted its stake in TransUnion by 26.1% during the fourth quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock valued at $59,000 after buying an additional 143 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC grew its holdings in TransUnion by 14.7% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock valued at $82,000 after buying an additional 152 shares in the last quarter. CIBC Asset Management Inc increased its stake in TransUnion by 2.2% in the 4th quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock worth $734,000 after acquiring an additional 182 shares during the last quarter. Finally, Raiffeisen Bank International AG raised its holdings in shares of TransUnion by 2.0% during the 2nd quarter. Raiffeisen Bank International AG now owns 9,468 shares of the business services provider’s stock worth $680,000 after acquiring an additional 187 shares in the last quarter.

TransUnion Company Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.