TransUnion (NYSE:TRU) Now Covered by Analysts at Bank of America

Bank of America began coverage on shares of TransUnion (NYSE:TRU) in a research note released on Tuesday. The firm issued a neutral rating and a $83.00 price objective on the business services provider’s stock.

A number of other equities research analysts have also recently commented on the stock. Morgan Stanley set a $105.00 price target on shares of TransUnion in a report on Friday. Needham & Company LLC lowered their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. JPMorgan Chase & Co. dropped their price target on TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research report on Friday, October 24th. BMO Capital Markets raised TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Finally, Wells Fargo & Company dropped their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $94.92.

TransUnion Trading Up 1.8%

Shares of TransUnion stock opened at $75.26 on Tuesday. The firm has a market cap of $14.62 billion, a PE ratio of 32.44, a P/E/G ratio of 1.42 and a beta of 1.70. TransUnion has a 1 year low of $65.24 and a 1 year high of $100.18. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 2.01. The stock has a fifty day moving average price of $81.96 and a 200-day moving average price of $83.79.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.04. The company 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%. The firm’s revenue for the quarter was up 13.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $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. Equities research 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 $0.125 dividend. The ex-dividend date of this dividend 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 payout ratio is currently 19.83%.

Insider Activity at TransUnion

In other news, EVP Tiffani Chambers sold 4,318 shares of the company’s 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 transaction, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This 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 on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total value of $39,395.00. Following the sale, the insider directly owned 31,725 shares of the company’s stock, valued at $2,499,612.75. This represents a 1.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 7,818 shares of company stock valued at $663,883. Corporate insiders own 0.25% of the company’s stock.

Institutional Trading of TransUnion

Several institutional investors and hedge funds have recently modified their holdings of the business. Dodge & Cox purchased a new position in shares of TransUnion during the fourth quarter worth about $843,952,000. State Street Corp lifted its position in TransUnion by 62.2% during the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after purchasing an additional 2,600,425 shares during the last quarter. Independent Franchise Partners LLP grew its stake in TransUnion by 119.5% in the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock worth $408,927,000 after buying an additional 2,530,335 shares in the last quarter. Invesco Ltd. increased its holdings in shares of TransUnion by 355.9% in the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock worth $220,993,000 after buying an additional 2,059,177 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of TransUnion during the 2nd quarter valued at $150,333,000.

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.