TransUnion (NYSE:TRU) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of TransUnion (NYSE:TRU) have earned a consensus recommendation of “Moderate Buy” from the fifteen research firms that are presently covering the firm, Marketbeat.com reports. One research analyst has rated the stock with a sell rating, five have assigned a hold rating and nine have given a buy rating to the company. The average 1 year price target among analysts that have updated their coverage on the stock in the last year is $103.5385.

A number of equities research analysts have recently issued reports on TRU shares. The Goldman Sachs Group boosted their price target on shares of TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a report on Friday, October 24th. Oppenheimer initiated coverage on shares of TransUnion in a research report on Monday, October 13th. They issued an “outperform” rating and a $93.00 target price for the company. Stifel Nicolaus set a $103.00 price target on shares of TransUnion in a report on Friday, October 24th. UBS Group set a $90.00 price target on shares of TransUnion and gave the stock a “neutral” rating in a research note on Friday, October 24th. Finally, Morgan Stanley cut their price objective on TransUnion from $122.00 to $120.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th.

TransUnion Trading Down 2.8%

TRU opened at $83.36 on Friday. The stock has a market capitalization of $16.19 billion, a PE ratio of 38.95, a P/E/G ratio of 1.58 and a beta of 1.72. The firm’s fifty day moving average price is $83.46 and its 200 day moving average price is $86.54. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01. TransUnion has a 12-month low of $66.38 and a 12-month high of $101.19.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.04 by $0.06. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The business’s revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the company posted $1.04 EPS. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. As a group, research analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, December 8th. Stockholders of record on Friday, November 21st were paid a dividend of $0.115 per share. The ex-dividend date was Friday, November 21st. This represents a $0.46 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio is 21.50%.

Insider Activity at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $84.04, for a total transaction of $84,040.00. Following the completion of the transaction, the insider owned 62,592 shares of the company’s stock, valued at approximately $5,260,231.68. This represents a 1.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Todd C. Skinner sold 500 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $81.07, for a total transaction of $40,535.00. Following the completion of the sale, the insider owned 32,652 shares of the company’s stock, valued at approximately $2,647,097.64. The trade was a 1.51% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 6,818 shares of company stock valued at $576,393. Corporate insiders own 0.22% of the company’s stock.

Institutional Trading of TransUnion

Large investors have recently bought and sold shares of the stock. New Mexico Educational Retirement Board bought a new stake in shares of TransUnion during the 3rd quarter valued at $3,326,000. Hudson Bay Capital Management LP grew its position in shares of TransUnion by 1,438.6% during the 3rd quarter. Hudson Bay Capital Management LP now owns 64,329 shares of the business services provider’s stock worth $5,389,000 after buying an additional 60,148 shares during the period. Swiss Life Asset Management Ltd increased its stake in shares of TransUnion by 6.4% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 36,951 shares of the business services provider’s stock valued at $3,096,000 after acquiring an additional 2,221 shares during the last quarter. CIBC Bancorp USA Inc. acquired a new stake in shares of TransUnion in the 3rd quarter valued at approximately $586,000. Finally, Danica Pension Livsforsikringsaktieselskab bought a new position in TransUnion during the 3rd quarter worth approximately $109,156,000.

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.