Wells Fargo & Company Cuts TransUnion (NYSE:TRU) Price Target to $90.00

TransUnion (NYSE:TRU) had its price objective trimmed by Wells Fargo & Company from $100.00 to $90.00 in a research note published on Friday morning,Benzinga reports. The firm currently has an overweight rating on the business services provider’s stock.

Several other equities research analysts have also weighed in on the company. UBS Group set a $90.00 price target on TransUnion and gave the company a “neutral” rating in a research report on Friday, October 24th. JPMorgan Chase & Co. lowered their price objective on TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research report on Friday, October 24th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Finally, Robert W. Baird set a $125.00 price objective on shares of TransUnion in a research note on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and a consensus price target of $95.00.

TransUnion Trading Up 4.3%

Shares of TRU opened at $73.83 on Friday. TransUnion has a 1-year low of $65.24 and a 1-year high of $101.19. The company has a current ratio of 1.75, a quick ratio of 2.01 and a debt-to-equity ratio of 1.08. The firm’s 50-day moving average price is $82.24 and its 200-day moving average price is $84.06. The firm has a market capitalization of $14.34 billion, a price-to-earnings ratio of 31.83, a PEG ratio of 1.42 and a beta of 1.70.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping the consensus estimate of $1.03 by $0.04. The business had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. TransUnion’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same period last year, the business posted $0.97 earnings per share. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Sell-side analysts anticipate that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be issued a dividend of $0.125 per share. The ex-dividend date is Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s dividend payout ratio is currently 19.83%.

Insider Activity at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the transaction, the insider directly owned 61,592 shares of the company’s stock, valued at approximately $5,279,050.32. This represents a 1.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of the stock in a transaction 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 sale, the executive vice president owned 50,427 shares in the company, valued at approximately $4,336,722. This represents a 7.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 7,818 shares of company stock valued at $663,883 over the last 90 days. Corporate insiders own 0.25% of the company’s stock.

Hedge Funds Weigh In On TransUnion

A number of hedge funds have recently bought and sold shares of TRU. Massachusetts Financial Services Co. MA grew its stake in shares of TransUnion by 4.8% in the second quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock worth $1,999,436,000 after acquiring an additional 1,046,391 shares during the period. Vanguard Group Inc. boosted its holdings in TransUnion by 2.8% in the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after purchasing an additional 517,098 shares during the last quarter. Dodge & Cox bought a new stake in TransUnion in the 4th quarter worth approximately $843,952,000. State Street Corp raised its stake in TransUnion by 0.7% during the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after buying an additional 50,232 shares during the last quarter. Finally, Van ECK Associates Corp lifted its holdings in shares of TransUnion by 7.0% during the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after buying an additional 323,149 shares during the period.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q4 results beat Street estimates: revenue and adjusted EPS topped consensus and full‑year revenue and EPS guidance for FY2026 were reiterated/raised, supporting the view that core credit/analytics demand remains healthy. TransUnion Announces Strong Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Management issued Q1 and FY2026 guidance that was modestly above consensus (Q1 EPS 1.08–1.10; FY EPS 4.63–4.71), which reduces short‑term execution risk and supports near‑term earnings visibility. TransUnion earnings summary & guidance (MarketBeat)
• Positive Sentiment: Dividend increase: TransUnion raised the quarterly payout to $0.125 (≈8.7% raise), signaling confidence in cash generation and returning modest income to shareholders. (Company release / earnings materials)
• Positive Sentiment: Product expansion: management emphasized rent‑data and other product initiatives to broaden credit reporting and non‑credit revenue opportunities — a potential multi‑year growth lever. TransUnion rent data push tests new credit reporting opportunities
• Neutral Sentiment: Earnings materials and call transcripts are available for investors to parse segment trends (U.S. consumer, risk solutions, international) and margin commentary; useful for modeling but informational. TransUnion Q4 2025 earnings call transcript (Seeking Alpha)
• Neutral Sentiment: Deep‑dive coverage frames the print as a mix of solid execution and a deliberately conservative FY2026 outlook — helpful context but not a direct driver. TRU Q4 Deep Dive: U.S. Growth, Product Expansion, and Conservative 2026 Outlook
• Negative Sentiment: Analysts trimmed forecasts and cut price targets after the report; while ratings largely remain Buy/Overweight, lower targets from firms such as Stifel, Wells Fargo and Needham increase near‑term skepticism and cap upside. TransUnion Analysts Slash Their Forecasts After Q4 Results (Benzinga)
• Negative Sentiment: Specific price‑target cuts: Stifel lowered to $88, Wells Fargo to $90, Needham to $95 — these trims reflect more cautious multi‑year assumptions and temper immediate upside expectations. Benzinga: price target updates Needham price target cut (The Fly)

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.