TransUnion (NYSE:TRU) Lowered to Hold Rating by Wall Street Zen

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

A number of other equities research analysts also recently commented on TRU. Barclays lifted their price objective on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 29th. BMO Capital Markets raised their price target on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Wells Fargo & Company upped their price objective on shares of TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Finally, Mizuho cut their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Performance

Shares of TRU opened at $78.71 on Monday. TransUnion has a 1 year low of $63.37 and a 1 year high of $95.50. The company’s 50 day simple moving average is $80.06 and its 200 day simple moving average is $74.29. The company has a market capitalization of $15.08 billion, a price-to-earnings ratio of 20.77, a PEG ratio of 1.28 and a beta of 1.54. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90.

TransUnion (NYSE:TRU) last released 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 firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. TransUnion’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period in the previous year, the company earned $1.08 EPS. 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, sell-side analysts predict that TransUnion will post 4.24 EPS for the current year.

TransUnion Announces Dividend

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

Insider Activity

In other news, CAO Jennifer A. Williams sold 1,070 shares of the business’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $84.57, for a total transaction of $90,489.90. Following the completion of the sale, the chief accounting officer owned 4,327 shares in the company, valued at approximately $365,934.39. The trade was a 19.83% decrease in their position. The sale 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, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $84.42, for a total transaction of $84,420.00. Following the transaction, the insider directly owned 55,764 shares in the company, valued at approximately $4,707,596.88. This trade represents a 1.76% 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. Insiders have sold 72,447 shares of company stock valued at $5,762,970 in the last 90 days. 0.37% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On TransUnion

A number of hedge funds have recently made changes to their positions in TRU. California State Teachers Retirement System raised its position in TransUnion by 6,636.6% in the second 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 purchasing an additional 22,450,313 shares during the period. BlackRock Inc. acquired a new position in shares of TransUnion during the second quarter worth about $1,367,560,000. Independent Franchise Partners LLP boosted 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 worth $783,489,000 after buying an additional 4,561,619 shares during the period. Van ECK Associates Corp boosted its position in shares of TransUnion by 7.0% in the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after buying an additional 323,149 shares during the period. Finally, Geode Capital Management LLC grew its stake in shares of TransUnion by 0.7% in the fourth quarter. Geode Capital Management LLC now owns 3,520,417 shares of the business services provider’s stock valued at $301,012,000 after buying an additional 24,297 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.