TransUnion (NYSE:TRU) Hits New 1-Year Low on Analyst Downgrade

TransUnion (NYSE:TRU)’s stock price reached a new 52-week low during trading on Wednesday after Bank of America lowered their price target on the stock from $83.00 to $80.00. Bank of America currently has a neutral rating on the stock. TransUnion traded as low as $64.51 and last traded at $66.4420, with a volume of 123742 shares trading hands. The stock had previously closed at $66.08.

TRU has been the topic of a number of other reports. New Street Research set a $100.00 price target on TransUnion in a research report on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. The Goldman Sachs Group dropped their target price on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Morgan Stanley decreased their price target on TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. Finally, Weiss Ratings downgraded TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $91.27.

Insider Buying and Selling at TransUnion

In other news, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $71.93, for a total value of $35,965.00. Following the sale, the insider directly owned 55,263 shares of the company’s stock, valued at $3,975,067.59. This represents a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $71.93, for a total transaction of $359,650.00. Following the completion of the sale, the insider owned 84,711 shares in the company, valued at $6,093,262.23. The trade was a 5.57% decrease in their position. 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 90 days, insiders have sold 18,729 shares of company stock valued at $1,387,839. 0.37% of the stock is currently owned by insiders.

Institutional Trading of TransUnion

Hedge funds have recently modified their holdings of the stock. Covestor Ltd raised its position in TransUnion by 20.9% during the third quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock valued at $62,000 after acquiring an additional 127 shares in the last quarter. Global Retirement Partners LLC lifted its stake in shares of TransUnion by 26.1% in the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock valued at $59,000 after purchasing an additional 143 shares during the period. Annis Gardner Whiting Capital Advisors LLC boosted its holdings in TransUnion by 14.7% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock worth $82,000 after buying an additional 152 shares in the last quarter. Cornerstone Investment Partners LLC increased its holdings in TransUnion by 1.7% in the third quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider’s stock valued at $860,000 after buying an additional 167 shares in the last quarter. Finally, One Wealth Advisors LLC raised its position in shares of TransUnion by 7.3% in the third quarter. One Wealth Advisors LLC now owns 2,622 shares of the business services provider’s stock worth $220,000 after acquiring an additional 179 shares during the period.

TransUnion Stock Performance

The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93. The firm has a market capitalization of $12.90 billion, a PE ratio of 18.52, a price-to-earnings-growth ratio of 1.20 and a beta of 1.57. The firm’s 50 day moving average price is $70.84 and its 200-day moving average price is $77.56.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating the consensus estimate of $1.11 by $0.07. The firm had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.TransUnion’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, research analysts expect that TransUnion will post 4.21 EPS for the current year.

TransUnion Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th will be paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion’s dividend payout ratio is presently 13.85%.

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.