TransUnion (NYSE:TRU – Free Report) – Equities researchers at Autonomous Res issued their Q1 2026 earnings per share (EPS) estimates for shares of TransUnion in a research note issued to investors on Tuesday, January 27th. Autonomous Res analyst K. Zhu forecasts that the business services provider will post earnings of $0.99 per share for the quarter. The consensus estimate for TransUnion’s current full-year earnings is $3.99 per share. Autonomous Res also issued estimates for TransUnion’s Q2 2026 earnings at $1.16 EPS, Q4 2026 earnings at $1.08 EPS and FY2027 earnings at $5.12 EPS.
Several other research firms have also recently weighed in on TRU. Morgan Stanley dropped their price target on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. Needham & Company LLC reiterated a “buy” rating and issued a $115.00 price objective on shares of TransUnion in a research report on Monday, October 20th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. Wells Fargo & Company lowered their price target on TransUnion from $118.00 to $100.00 and set an “overweight” rating for the company in a report on Wednesday, January 14th. Finally, Robert W. Baird set a $125.00 price objective on shares of TransUnion in a report on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $101.08.
TransUnion Trading Down 1.0%
Shares of TRU opened at $81.21 on Wednesday. TransUnion has a 12-month low of $66.38 and a 12-month high of $101.19. The firm has a market capitalization of $15.77 billion, a P/E ratio of 37.95, a P/E/G ratio of 1.55 and a beta of 1.72. The firm has a 50-day moving average price of $84.69 and a 200 day moving average price of $85.91. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 1.10.
TransUnion Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Monday, December 8th. Investors of record on Friday, November 21st were paid a dividend of $0.115 per share. The ex-dividend date of this dividend was Friday, November 21st. This represents a $0.46 annualized dividend and a yield of 0.6%. TransUnion’s dividend payout ratio is presently 21.50%.
Insider Activity at TransUnion
In other news, EVP Tiffani Chambers sold 4,318 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the transaction, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $42,855.00. Following the completion of the transaction, the insider owned 32,225 shares of the company’s stock, valued at $2,762,004.75. This trade represents a 1.53% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 8,318 shares of company stock worth $704,958 in the last three months. 0.25% of the stock is owned by company insiders.
Hedge Funds Weigh In On TransUnion
Several institutional investors have recently modified their holdings of the business. Eagle Bay Advisors LLC acquired a new stake in shares of TransUnion in the fourth quarter valued at $25,000. Board of the Pension Protection Fund purchased a new stake in TransUnion during the 4th quarter worth about $26,000. Geneos Wealth Management Inc. raised its position in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares in the last quarter. Generali Asset Management SPA SGR purchased a new position in shares of TransUnion in the 2nd quarter valued at about $30,000. Finally, True Wealth Design LLC grew its position in shares of TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after buying an additional 245 shares in the last quarter.
Key TransUnion News
Here are the key news stories impacting TransUnion this week:
- Positive Sentiment: TransUnion announced a partnership with FrontLobby to add rental payment reporting to TransUnion credit files in Canada — expands alternative data coverage, strengthens recurring data products, and can increase credit-reporting revenue while promoting financial inclusion. TransUnion and FrontLobby to Launch Rental Payment Reporting on Credit Files
- Positive Sentiment: TransUnion struck a similar deal with Zenbase to ingest rent payment data as a separate category on credit reports — potential to broaden Canadian customer base, improve credit-data richness, and support cross-sell to lenders and property managers. TransUnion and Zenbase Bring Rental Payment Information to Credit Reports
- Positive Sentiment: Juniper Research awarded TransUnion a 2026 Future Digital Awards Gold for Best Branded Call Solution (Telco Innovation) — a credibility boost for its fraud/telecom products that could aid sales and win-share in enterprise accounts. Juniper Research Names TransUnion Gold Winner in Best Branded Call Solution in Telco Innovation Category
- Positive Sentiment: Zacks notes TransUnion’s strong history of earnings beats, which can lift sentiment into the next quarterly report and support the stock if momentum continues ahead of results. Will TransUnion (TRU) Beat Estimates Again in Its Next Earnings Report?
- Neutral Sentiment: Autonomous Research published fresh quarterly and FY2027 EPS forecasts (Q1/Q2/Q4 and FY2027 at $5.12) — useful for modeling, but an estimate update alone is unlikely to move the stock without accompanying guidance or results.
- Negative Sentiment: QuiverQuant coverage of the partnership release highlights significant insider selling over the past six months (13 open-market sales, 0 buys), which can create investor concern about insider conviction despite the business developments. TransUnion and FrontLobby Partner to Enhance Rental Payment Reporting for Credit Building in Canada
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.
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