TransUnion (NYSE:TRU) Stock Jumps 6.6% – What’s Next?

TransUnion (NYSE:TRU)’s stock price shot up 6.6% on Thursday. The stock traded as high as $70.45 and last traded at $71.3650. 129,930 shares changed hands during mid-day trading, a decline of 95% from the average daily volume of 2,493,206 shares. The stock had previously closed at $66.94.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. BMO Capital Markets boosted their price objective on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 target price on shares of TransUnion in a research note on Wednesday, July 29th. Mizuho dropped their target price on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research report on Thursday, July 2nd. Needham & Company LLC cut their price target on shares of TransUnion from $100.00 to $85.00 and set a “buy” rating for the company in a research note on Tuesday. Finally, Royal Bank Of Canada cut their price target on shares of TransUnion from $100.00 to $92.00 and set an “outperform” rating for the company in a research note on Friday. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, TransUnion has an average rating of “Moderate Buy” and a consensus target price of $91.19.

TransUnion Stock Performance

The firm has a market cap of $14.21 billion, a PE ratio of 19.57, a price-to-earnings-growth ratio of 1.26 and a beta of 1.58. The company has a 50 day simple moving average of $75.11 and a 200-day simple moving average of $73.41. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion for 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%. The business’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the business 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 anticipate that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a $0.1250 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s dividend payout ratio is 13.19%.

Insider Activity at TransUnion

In related news, EVP Venkat Achanta sold 23,287 shares of TransUnion stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $77.00, for a total value of $1,793,099.00. Following the transaction, the executive vice president owned 196,912 shares in the company, valued at $15,162,224. This trade represents a 10.58% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Jennifer Williams sold 1,070 shares of TransUnion stock in a transaction on 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 transaction, 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 63,975 shares of company stock worth $5,132,870 in the last 90 days. Corporate insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of TRU. Northwestern Mutual Wealth Management Co. boosted its holdings in TransUnion by 12.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,187 shares of the business services provider’s stock valued at $86,000 after acquiring an additional 132 shares during the period. Annis Gardner Whiting Capital Advisors LLC grew its position 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 worth $82,000 after acquiring an additional 152 shares during the last quarter. Raiffeisen Bank International AG grew its position in 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 during the last quarter. Applied Finance Capital Management LLC increased its stake in TransUnion by 4.7% in the 1st quarter. Applied Finance Capital Management LLC now owns 4,576 shares of the business services provider’s stock worth $317,000 after purchasing an additional 204 shares during the period. Finally, Parallel Advisors LLC increased its stake in TransUnion by 26.7% in the 1st quarter. Parallel Advisors LLC now owns 1,050 shares of the business services provider’s stock worth $73,000 after purchasing an additional 221 shares during the period.

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.