TransUnion (NYSE:TRU) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

TransUnion (NYSE:TRU) has been given a consensus rating of “Moderate Buy” by the fourteen analysts that are presently covering the company, Marketbeat Ratings reports. Five analysts have rated the stock with a hold recommendation, eight have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year target price among brokerages that have issued a report on the stock in the last year is $94.5385.

A number of equities analysts recently issued reports on the company. Wall Street Zen upgraded TransUnion from a “hold” rating to a “buy” rating in a research note on Saturday, March 14th. Bank of America began coverage on TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective on the stock. Robert W. Baird set a $107.00 price objective on TransUnion in a research note on Friday, February 13th. Needham & Company LLC decreased their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a report on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $111.00 target price on shares of TransUnion in a research report on Friday, February 13th.

TransUnion Stock Down 1.9%

TransUnion stock opened at $71.68 on Friday. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39. The business has a fifty day moving average price of $77.20 and a 200-day moving average price of $81.62. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. The stock has a market capitalization of $13.81 billion, a price-to-earnings ratio of 30.90, a PEG ratio of 1.34 and a beta of 1.70.

TransUnion (NYSE:TRU) last released its quarterly 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 was up 13.0% compared to the same quarter last year. During the same period 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 forecast that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were issued a $0.125 dividend. This is an increase from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s payout ratio is currently 21.55%.

Insider Buying and Selling at TransUnion

In related news, CAO Jennifer A. Williams sold 1,679 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the completion of the transaction, the chief accounting officer owned 7,219 shares of the company’s stock, valued at $577,520. This trade represents a 18.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $78.79, for a total value of $39,395.00. Following the transaction, the insider owned 31,725 shares of the company’s stock, valued at $2,499,612.75. The trade was a 1.55% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 7,746 shares of company stock worth $616,944. 0.22% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Eagle Bay Advisors LLC purchased a new stake in TransUnion during the fourth quarter worth $25,000. Board of the Pension Protection Fund acquired a new position in shares of TransUnion in the fourth quarter worth about $26,000. Geneos Wealth Management Inc. boosted its stake in shares of TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares in the last quarter. True Wealth Design LLC boosted its stake in shares of TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after acquiring an additional 245 shares in the last quarter. Finally, Cornerstone Planning Group LLC grew its position in shares of TransUnion by 130.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after acquiring an additional 220 shares during the period.

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.