TransUnion (NYSE:TRU) Price Target Raised to $115.00

TransUnion (NYSE:TRU) had its price objective boosted by Robert W. Baird from $108.00 to $115.00 in a research note released on Wednesday, MarketBeat Ratings reports. Robert W. Baird currently has an outperform rating on the business services provider’s stock.

Other equities research analysts have also recently issued research reports about the stock. Bank of America dropped their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday, May 19th. The Goldman Sachs Group reiterated a “neutral” rating and set a $82.00 target price on shares of TransUnion in a report on Tuesday. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 16th. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Finally, BMO Capital Markets boosted their target price on TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and a consensus price target of $94.38.

TransUnion Price Performance

Shares of TransUnion stock opened at $78.57 on Wednesday. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.93. TransUnion has a one year low of $63.37 and a one year high of $97.42. The business’s 50 day simple moving average is $73.08 and its two-hundred day simple moving average is $73.61. The stock has a market capitalization of $15.05 billion, a P/E ratio of 20.73, a price-to-earnings-growth ratio of 1.35 and a beta of 1.55.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating 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 firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the prior year, the firm posted $1.08 earnings per share. The business’s quarterly 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 forecast that TransUnion will post 4.14 EPS for the current year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were given a $0.125 dividend. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio is currently 13.19%.

Insider Activity at TransUnion

In other TransUnion news, EVP Mohamed Abdelsadek sold 23,495 shares of the firm’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the completion of the transaction, the executive vice president owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. This trade represents a 29.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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 business’s stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total transaction of $77,760.00. Following the sale, the chief accounting officer directly owned 5,843 shares in the company, valued at $467,440. The trade was 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 48,150 shares of company stock valued at $3,778,562 over the last ninety days. Insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Hedge funds have recently added to or reduced their stakes in the stock. Wealth High Governance Capital Ltda purchased a new stake in TransUnion during the 4th quarter valued at $10,466,000. Mirabaud Asset Management Ltd raised its stake in shares of TransUnion by 49.3% in the fourth quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock worth $7,221,000 after buying an additional 25,381 shares during the period. Financiere des Professionnels Fonds d investissement inc. lifted its holdings in TransUnion by 18.6% during the fourth quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock valued at $25,078,000 after purchasing an additional 45,840 shares in the last quarter. BNP Paribas Financial Markets lifted its stake in shares of TransUnion by 280.6% during the 4th quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock valued at $23,114,000 after buying an additional 198,726 shares in the last quarter. Finally, PBCay One RSC Ltd purchased a new position in shares of TransUnion in the fourth quarter valued at about $52,131,000.

About TransUnion

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.