TransUnion (TRU) – Research Analysts’ Recent Ratings Changes

A number of research firms have changed their ratings and price targets for TransUnion (NYSE: TRU):

• 2/17/2026 – TransUnion is now covered by Bank of America Corporation. They set a “neutral” rating and a $83.00 price target on the stock.
• 2/13/2026 – TransUnion was given a new $105.00 price target by Morgan Stanley.
• 2/13/2026 – TransUnion had its price target lowered by The Goldman Sachs Group, Inc. from $92.00 to $80.00. They now have a “neutral” rating on the stock.
• 2/13/2026 – TransUnion was given a new $107.00 price target by Robert W. Baird.
• 2/13/2026 – TransUnion had its “buy” rating reaffirmed by Deutsche Bank Aktiengesellschaft. They now have a $111.00 price target on the stock.
• 2/13/2026 – TransUnion had its price target lowered by Barclays PLC from $95.00 to $80.00. They now have an “equal weight” rating on the stock.
• 2/13/2026 – TransUnion had its price target lowered by Stifel Nicolaus from $103.00 to $88.00. They now have a “buy” rating on the stock.
• 2/13/2026 – TransUnion had its price target lowered by Wells Fargo & Company from $100.00 to $90.00. They now have an “overweight” rating on the stock.
• 2/13/2026 – TransUnion had its price target lowered by Needham & Company LLC from $115.00 to $95.00. They now have a “buy” rating on the stock.
• 1/23/2026 – TransUnion was upgraded by BMO Capital Markets to “strong-buy”.
• 1/21/2026 – TransUnion had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 1/14/2026 – TransUnion had its price target lowered by Wells Fargo & Company from $118.00 to $100.00. They now have an “overweight” rating on the stock.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Thursday, February 26th will be paid a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, February 26th. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio is presently 19.83%.

Insider Buying and Selling at TransUnion

In other news, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the transaction, the insider owned 31,725 shares in the company, valued at $2,499,612.75. This trade represents a 1.55% decrease in their ownership of the stock. The sale 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 TransUnion stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the sale, the executive vice president directly owned 50,427 shares in the company, valued at $4,336,722. This trade represents a 7.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 7,818 shares of company stock valued at $663,883 in the last 90 days. Insiders own 0.25% of the company’s stock.

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.