TransUnion (NYSE:TRU) Given Consensus Recommendation of “Moderate Buy” by Analysts

Shares of TransUnion (NYSE:TRU) have received an average recommendation of “Moderate Buy” from the fourteen ratings firms that are currently covering the stock, MarketBeat reports. Five research analysts have rated the stock with a hold recommendation, eight have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year target price among brokers that have issued ratings on the stock in the last year is $94.9231.

TRU has been the topic of a number of recent research reports. Stifel Nicolaus reduced their target price on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Bank of America began coverage on shares of TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective on the stock. Morgan Stanley set a $105.00 target price on shares of TransUnion in a report on Friday, February 13th. The Goldman Sachs Group dropped their price target on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st.

TransUnion Stock Up 0.1%

TRU stock opened at $76.18 on Monday. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The company has a market capitalization of $14.79 billion, a price-to-earnings ratio of 32.84, a price-to-earnings-growth ratio of 1.37 and a beta of 1.70. The business’s 50 day moving average price is $81.42 and its two-hundred day moving average price is $83.45. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.04. The company had revenue of $1.17 billion during 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%.The firm’s revenue for the quarter was up 13.0% compared to the same quarter last year. 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. As a group, analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be paid a $0.125 dividend. This is an increase 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%. The ex-dividend date of this dividend is Thursday, February 26th. TransUnion’s payout ratio is currently 19.83%.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total value of $39,395.00. Following the completion of the sale, the insider owned 31,725 shares of the company’s stock, valued at approximately $2,499,612.75. This trade represents a 1.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the transaction, the insider directly owned 61,592 shares of the company’s stock, valued at approximately $5,279,050.32. This trade represents a 1.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 7,818 shares of company stock worth $663,883. 0.25% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On TransUnion

A number of hedge funds have recently added to or reduced their stakes in TRU. Dodge & Cox bought a new position in shares of TransUnion in the 4th quarter worth approximately $843,952,000. Independent Franchise Partners LLP increased its stake in shares of TransUnion by 99.7% in the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after purchasing an additional 4,561,619 shares in the last quarter. State Street Corp raised its holdings 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 acquiring an additional 2,600,425 shares during the period. Invesco Ltd. raised its stake in TransUnion by 355.9% during the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after purchasing an additional 2,059,177 shares during the period. Finally, Norges Bank bought a new stake in TransUnion in the 2nd quarter valued at $150,333,000.

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.