TransUnion (NYSE:TRU) Stock: Insider Todd Skinner Sells 1,000 Shares

TransUnion (NYSE:TRU) insider Todd Skinner sold 1,000 shares of the stock in a transaction on Thursday, October 1st. The stock was sold at an average price of $62.29, for a total value of $62,290.00. Following the transaction, the insider owned 54,764 shares in the company, valued at $3,411,249.56. The trade was a 1.79% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Stock Performance

Shares of TransUnion stock traded up $1.29 during trading on Friday, reaching $63.48. The company’s stock had a trading volume of 5,009,036 shares, compared to its average volume of 2,494,846. The business’s 50-day moving average price is $78.09 and its 200-day moving average price is $73.71. The firm has a market cap of $12.16 billion, a PE ratio of 16.75, a P/E/G ratio of 1.01 and a beta of 1.58. TransUnion has a 52 week low of $60.96 and a 52 week high of $89.12. 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 (NYSE:TRU) last released its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the firm earned $1.08 earnings per share. TransUnion’s revenue for the quarter 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. Equities analysts forecast that TransUnion will post 4.23 earnings per share for the current year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were given a $0.1250 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Thursday, August 20th. TransUnion’s payout ratio is presently 13.19%.

Analysts Set New Price Targets

Several research firms have recently issued reports on TRU. Morgan Stanley reissued an “overweight” rating on shares of TransUnion in a report on Friday. Mizuho dropped their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. Wells Fargo & Company raised their target price on shares of TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, Barclays decreased their target price on shares of TransUnion from $85.00 to $70.00 and set an “equal weight” rating on the stock in a report on Friday. Ten equities 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, the stock currently has an average rating of “Moderate Buy” and an average target price of $92.75.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. BlackRock Inc. acquired a new stake in shares of TransUnion during the 2nd quarter valued at $1,367,560,000. Independent Franchise Partners LLP grew its position in TransUnion by 99.7% during the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after acquiring an additional 4,561,619 shares during the last quarter. Jupiter Topco LLC acquired a new position in TransUnion in the 2nd quarter worth about $280,292,000. Meritage Group LP acquired a new position in TransUnion in the 2nd quarter worth about $263,751,000. Finally, William Blair Investment Management LLC bought a new position in TransUnion in the second quarter valued at about $191,080,000.

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.