UBS Group Cuts TransUnion (NYSE:TRU) Price Target to $82.00

TransUnion (NYSE:TRU) had its price target lowered by UBS Group from $88.00 to $82.00 in a report released on Monday, Marketbeat.com reports. The brokerage currently has a neutral rating on the business services provider’s stock.

Several other analysts also recently weighed in on the company. The Goldman Sachs Group reiterated a “neutral” rating and set a $82.00 target price on shares of TransUnion in a research report on Tuesday, July 28th. Morgan Stanley restated an “overweight” rating and issued a $106.00 price target on shares of TransUnion in a report on Wednesday, July 29th. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. Needham & Company LLC lifted their price objective on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Finally, Barclays upped their target price on shares of TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $94.69.

TransUnion Stock Down 1.2%

Shares of NYSE:TRU opened at $70.98 on Monday. TransUnion has a 1 year low of $63.37 and a 1 year high of $89.12. The business has a 50 day simple moving average of $79.57 and a two-hundred day simple moving average of $74.06. The firm has a market capitalization of $13.60 billion, a PE ratio of 18.73, a price-to-earnings-growth ratio of 1.19 and a beta of 1.54. 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 earnings per share for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same period in the prior year, the business posted $1.08 earnings per share. The company’s revenue for the quarter was up 14.9% on a year-over-year basis. 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, equities analysts predict that TransUnion will post 4.23 EPS for the current year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a dividend of $0.125 per share. The ex-dividend date was Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.

Insider Activity

In other TransUnion news, EVP Venkat Achanta sold 23,287 shares of the stock in a transaction dated Thursday, September 10th. The shares were sold at an average price of $77.00, for a total transaction of $1,793,099.00. Following the transaction, the executive vice president directly owned 196,912 shares in the company, valued at $15,162,224. This represents a 10.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Jennifer A. Williams sold 1,070 shares of the firm’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $84.57, for a total transaction of $90,489.90. Following the transaction, the chief accounting officer directly owned 4,327 shares in the company, valued at $365,934.39. This trade represents 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. In the last 90 days, insiders have sold 73,697 shares of company stock valued at $5,861,807. Company insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Several hedge funds have recently modified their holdings of TRU. Essential Partners LLC increased its holdings in TransUnion by 63.7% during the first quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after buying an additional 237 shares during the period. CX Institutional lifted its holdings in TransUnion by 263.0% during the second quarter. CX Institutional now owns 668 shares of the business services provider’s stock worth $48,000 after buying an additional 484 shares during the period. Global Retirement Partners LLC purchased a new stake in TransUnion during the second quarter worth $53,000. State of Wyoming bought a new stake in TransUnion during the 2nd quarter valued at $70,000. Finally, Parallel Advisors LLC boosted its position in TransUnion by 26.7% during the 1st quarter. Parallel Advisors LLC now owns 1,050 shares of the business services provider’s stock valued at $73,000 after acquiring an additional 221 shares in the last quarter.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reaffirmed its third-quarter and full-year 2026 revenue, Adjusted EBITDA and Adjusted Diluted EPS guidance, indicating that management does not expect the CFO transition to affect operations, strategic priorities, long-term targets or capital allocation. TransUnion Announces Chief Financial Officer Transition
• Positive Sentiment: Cello will remain CFO through December 31, 2026, then serve as a full-time advisor through March 1, 2027. His 29 years with TransUnion, including nine as CFO, and his commitment to assist with successor recruitment and onboarding should help reduce near-term execution risk. TransUnion Announces CFO Todd Cello to Step Down
• Neutral Sentiment: TransUnion has begun a search for Cello’s replacement with an executive search firm. The transition is planned rather than immediate, but investors may monitor the quality and timing of the successor appointment. TransUnion’s Cello to Depart as CFO
• Negative Sentiment: The resignation of a highly experienced, long-serving CFO introduces leadership uncertainty and may prompt concerns about continuity in financial management, even though management says the departure will not change its outlook. TransUnion CFO Cello to Resign at End of Year
• Negative Sentiment: Recent coverage also highlighted reduced expectations from UBS, adding to valuation pressure as investors assess TransUnion’s growth prospects and the stock’s recovery toward analyst price targets. UBS Lowered Expectations for TransUnion

About TransUnion

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.