TransUnion (NYSE:TRU) Given New $102.00 Price Target at Wells Fargo & Company

TransUnion (NYSE:TRU) had its target price raised by equities research analysts at Wells Fargo & Company from $90.00 to $102.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the business services provider’s stock. Wells Fargo & Company‘s price target would suggest a potential upside of 22.48% from the company’s previous close.

Other equities analysts also recently issued reports about the stock. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday. Needham & Company LLC increased their price target on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday. Barclays raised their price objective on shares of TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $106.00 target price on shares of TransUnion in a research note on Wednesday. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $94.38.

TransUnion Stock Performance

NYSE:TRU traded down $0.52 on Wednesday, hitting $83.28. The company’s stock had a trading volume of 663,700 shares, compared to its average volume of 2,543,760. TransUnion has a one year low of $63.37 and a one year high of $99.39. The firm has a market capitalization of $16.06 billion, a P/E ratio of 23.05, a price-to-earnings-growth ratio of 1.38 and a beta of 1.55. The stock has a fifty day moving average of $72.40 and a two-hundred day moving average of $73.63. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued 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. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. During the same period in the previous year, the company posted $1.08 EPS. The firm’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. Research analysts predict that TransUnion will post 4.14 earnings per share for the current year.

Insider Buying and Selling

In other TransUnion news, EVP Heather J. Russell sold 6,683 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $71.87, for a total transaction of $480,307.21. Following the sale, the executive vice president directly owned 45,248 shares in the company, valued at $3,251,973.76. This represents a 12.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the firm’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total transaction of $77,760.00. Following the completion of the transaction, the chief accounting officer directly owned 5,843 shares in the company, valued at approximately $467,440. This represents a 14.26% decrease in their ownership of the stock. 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 have sold a total of 30,155 shares of company stock worth $2,177,102 over the last three months. Company insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in TRU. Wealth High Governance Capital Ltda acquired a new stake in shares of TransUnion in the 4th quarter valued at $10,466,000. Mirabaud Asset Management Ltd raised its holdings in shares of TransUnion by 49.3% during the 4th 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 in the last quarter. Financiere des Professionnels Fonds d investissement inc. raised its holdings in shares of TransUnion by 18.6% during the 4th quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock worth $25,078,000 after buying an additional 45,840 shares in the last quarter. PBCay One RSC Ltd bought a new stake in shares of TransUnion during the 4th quarter worth $52,131,000. Finally, BNP Paribas Financial Markets boosted its stake in TransUnion by 280.6% in the fourth 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.

TransUnion News Summary

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported second-quarter adjusted earnings of $1.23 per share, exceeding the $1.16 consensus estimate, while revenue rose 14.9% year over year to $1.31 billion, ahead of the $1.28 billion expected. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal-year 2026 adjusted EPS guidance to $4.75–$4.83, above the $4.67 analyst consensus, and forecast revenue of approximately $5.1–$5.2 billion. The outlook reflects continued growth momentum following the quarterly beat. TransUnion lifts outlook after strong quarterly revenue growth
• Positive Sentiment: Needham reiterated its Buy rating and raised its price target from $95 to $100, while Robert W. Baird increased its target from $108 to $115 and maintained an Outperform rating. Analyst price target updates
• Neutral Sentiment: Barclays lifted its price target from $80 to $85 but kept an Equal Weight rating, implying limited upside from recent trading levels. Barclays price target update
• Neutral Sentiment: Third-quarter EPS guidance of $1.18–$1.21 is roughly in line with, but at the midpoint slightly below, the $1.21 consensus estimate. Analysts also noted that TransUnion’s strong results may already be reflected in its valuation.
• Negative Sentiment: The company flagged a surge in auto-loan fraud losses, raising concerns about credit-market conditions and potential pressure on clients or demand for related services. TransUnion flags surge in auto loan fraud losses

TransUnion Company Profile

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.