Mizuho Initiates Coverage on TransUnion (NYSE:TRU)

Mizuho began coverage on shares of TransUnion (NYSE:TRU) in a research report issued on Thursday, MarketBeat.com reports. The firm set a “neutral” rating and a $80.00 price target on the business services provider’s stock. Mizuho’s target price points to a potential upside of 1.99% from the stock’s current price.

A number of other equities analysts have also recently weighed in on the company. Stifel Nicolaus dropped their price target on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Bank of America started coverage on TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price on the stock. Wall Street Zen raised TransUnion from a “hold” rating to a “buy” rating in a research note on Saturday, March 14th. Morgan Stanley reduced their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday, March 11th. Finally, Wells Fargo & Company decreased their price target on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $92.53.

TransUnion Trading Up 3.7%

Shares of TRU opened at $78.44 on Thursday. The business’s 50-day moving average price is $72.70 and its 200 day moving average price is $78.86. The stock has a market capitalization of $15.13 billion, a P/E ratio of 33.81, a P/E/G ratio of 1.35 and a beta of 1.71. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08.

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

Insider Transactions at TransUnion

In related news, CAO Jennifer A. Williams sold 1,679 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total value of $134,320.00. Following the completion of the sale, the chief accounting officer owned 7,219 shares of the company’s stock, valued at approximately $577,520. The trade was a 18.87% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total value of $350,000.00. Following the completion of the transaction, the insider owned 89,711 shares in the company, valued at $6,279,770. This represents a 5.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 11,746 shares of company stock valued at $872,979 over the last 90 days. Company insiders own 0.37% of the company’s stock.

Institutional Trading of TransUnion

Institutional investors have recently added to or reduced their stakes in the business. Allianz Asset Management GmbH lifted its stake in TransUnion by 202.1% in the third quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock valued at $13,732,000 after acquiring an additional 109,662 shares during the last quarter. Principal Financial Group Inc. lifted its stake in TransUnion by 5,046.6% in the third quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock valued at $36,267,000 after acquiring an additional 424,470 shares during the last quarter. Oregon Public Employees Retirement Fund acquired a new stake in TransUnion in the third quarter valued at approximately $3,284,000. Diamond Hill Capital Management Inc. lifted its stake in TransUnion by 7.8% in the third quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock valued at $28,648,000 after acquiring an additional 24,641 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC lifted its stake in TransUnion by 3.2% in the third quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock valued at $37,375,000 after acquiring an additional 13,952 shares during the last quarter.

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.