Morgan Stanley Issues Pessimistic Forecast for TransUnion (NYSE:TRU) Stock Price

TransUnion (NYSE:TRU) had its target price decreased by Morgan Stanley from $105.00 to $100.00 in a report released on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the business services provider’s stock. Morgan Stanley’s price target would indicate a potential upside of 43.65% from the stock’s current price.

Other equities analysts have also issued reports about the stock. Wells Fargo & Company cut 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. Bank of America initiated coverage on TransUnion in a research report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price target on the stock. Needham & Company LLC dropped their price objective on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a report on Friday, February 13th. Barclays cut their target price on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. Finally, BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $94.54.

TransUnion Price Performance

Shares of TRU stock opened at $69.61 on Wednesday. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The stock has a market capitalization of $13.41 billion, a PE ratio of 30.01, a PEG ratio of 1.31 and a beta of 1.70. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75. The stock’s fifty day moving average is $78.44 and its 200-day moving average is $82.22.

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, beating analysts’ consensus estimates 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 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 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 expect that TransUnion will post 3.99 EPS for the current fiscal year.

Insider Activity at TransUnion

In other news, 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 transaction of $371,348.00. Following the transaction, the executive vice president owned 50,427 shares in the company, valued at $4,336,722. The trade was a 7.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the transaction, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. This represents a 1.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 12,064 shares of company stock valued at $988,292 over the last 90 days. Insiders own 0.22% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Eagle Bay Advisors LLC acquired a new position in TransUnion during the 4th quarter worth approximately $25,000. Board of the Pension Protection Fund bought a new stake in shares of TransUnion in the fourth quarter worth $26,000. Geneos Wealth Management Inc. lifted its position in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares in the last quarter. True Wealth Design LLC boosted its holdings in TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after purchasing an additional 245 shares during the last quarter. Finally, Cornerstone Planning Group LLC grew its position in TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares in the last quarter.

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.