TransUnion (NYSE:TRU) Receives Average Rating of “Moderate Buy” from Analysts

TransUnion (NYSE:TRU) has earned a consensus recommendation of “Moderate Buy” from the thirteen ratings firms that are presently covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, four have given a hold rating, seven have given a buy rating and one has issued a strong buy rating on the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $101.0833.

Several equities research analysts have issued reports on TRU shares. JPMorgan Chase & Co. cut their price target on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a report on Friday, October 24th. Wells Fargo & Company decreased their price target on shares of TransUnion from $118.00 to $100.00 and set an “overweight” rating on the stock in a research note on Wednesday, January 14th. UBS Group set a $90.00 price objective on shares of TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. The Goldman Sachs Group upped their target price on TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Finally, Seaport Research Partners raised TransUnion to a “hold” rating in a research report on Wednesday, October 1st.

Trending Headlines about TransUnion

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

Insider Activity

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the sale, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. The trade was a 1.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Tiffani Chambers sold 4,318 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the transaction, the executive vice president directly owned 50,427 shares in the company, valued at $4,336,722. This represents a 7.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 8,318 shares of company stock valued at $704,958. 0.25% of the stock is owned by company insiders.

Institutional Investors Weigh In On TransUnion

A number of large investors have recently added to or reduced their stakes in TRU. Eagle Bay Advisors LLC acquired a new stake in shares of TransUnion during the 4th quarter worth $25,000. Board of the Pension Protection Fund bought a new position in TransUnion in the 4th quarter valued at about $26,000. Geneos Wealth Management Inc. raised its position in shares of 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 buying an additional 290 shares in the last quarter. Generali Asset Management SPA SGR bought a new stake in shares of TransUnion during the 2nd quarter worth approximately $30,000. Finally, True Wealth Design LLC boosted its position in shares of TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after acquiring an additional 245 shares in the last quarter.

TransUnion Price Performance

NYSE:TRU opened at $81.21 on Thursday. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. TransUnion has a 12-month low of $66.38 and a 12-month high of $101.19. The stock’s 50 day moving average price is $84.69 and its two-hundred day moving average price is $85.91. The firm has a market capitalization of $15.77 billion, a price-to-earnings ratio of 37.95, a P/E/G ratio of 1.55 and a beta of 1.72.

TransUnion Announces Dividend

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

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.