TransUnion (NYSE:TRU) Given New $88.00 Price Target at Stifel Nicolaus

TransUnion (NYSE:TRU) had its price target reduced by equities research analysts at Stifel Nicolaus from $103.00 to $88.00 in a report issued on Friday,Benzinga reports. The firm currently has a “buy” rating on the business services provider’s stock. Stifel Nicolaus’ price objective points to a potential upside of 18.20% from the stock’s previous close.

A number of other research analysts have also recently issued reports on the stock. BMO Capital Markets raised shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Morgan Stanley reduced their target price on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating on the stock in a report on Wednesday, December 17th. The Goldman Sachs Group reissued a “neutral” rating on shares of TransUnion in a research note on Friday. UBS Group set a $90.00 price target on TransUnion and gave the company a “neutral” rating in a report on Friday, October 24th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $111.00 price target on shares of TransUnion in a research report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus target price of $98.00.

TransUnion Stock Performance

Shares of TRU stock traded up $3.64 during trading hours on Friday, reaching $74.45. 1,565,024 shares of the company’s stock were exchanged, compared to its average volume of 2,850,125. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01. TransUnion has a 1 year low of $65.24 and a 1 year high of $101.19. The company has a market cap of $14.46 billion, a P/E ratio of 34.76, a price-to-earnings-growth ratio of 1.34 and a beta of 1.70. The company’s 50 day moving average is $82.45 and its two-hundred day moving average is $84.42.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter in the prior year, the business posted $0.97 earnings per share. TransUnion’s revenue was up 13.0% compared to the same quarter last year. 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 fiscal year.

Insider Buying and Selling

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the transaction, the insider directly 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 sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction 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 trade represents a 1.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 7,818 shares of company stock valued at $663,883 in the last quarter. Company insiders own 0.22% of the company’s stock.

Institutional Trading of TransUnion

Several large investors have recently added to or reduced their stakes in TRU. Eagle Bay Advisors LLC bought a new stake in TransUnion in the fourth quarter worth $25,000. Board of the Pension Protection Fund bought a new position in TransUnion in the fourth quarter worth $26,000. Geneos Wealth Management Inc. boosted its stake in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares in the last quarter. Generali Asset Management SPA SGR acquired a new position in shares of TransUnion in the 2nd quarter valued at $30,000. Finally, True Wealth Design LLC lifted its holdings 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 during the period.

Key TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q4 beat and constructive guidance — TRU reported Q4 revenue and adjusted EPS above Street estimates and issued Q1 and FY‑2026 guidance above consensus (Q1 EPS guide 1.08–1.10 vs. ~1.02 consensus; FY EPS 4.63–4.71 and revenue guide lifted toward ~$4.9–$5.0B). That combination is the main bullish catalyst. TransUnion Announces Strong Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Dividend raise — the board bumped the quarterly payout to $0.125 (an ~8.7% increase from $0.12) with an ex‑dividend date on Feb 26, supporting income‑oriented demand. (Company announcement)
• Positive Sentiment: Analysts remain constructive overall — several firms retain Buy/Overweight stances (Needham, Wells Fargo keep positive ratings even after trimming targets), which helps sentiment despite lower targets. Needham price target cut to $95
• Neutral Sentiment: Earnings call and transcripts out — management commentary is available for detail on growth drivers (rent data push, segmentation, margin outlook); read the call transcript to judge execution risk vs. guidance. Q4 2025 earnings call transcript
• Neutral Sentiment: Coverage and analysis pieces highlight outperformance and metrics — multiple outlets (Zacks, 24/7 Wall St, TipRanks) note the beat but debate whether that’s enough to reverse YTD weakness; useful context for conviction building. Zacks key metrics analysis
• Negative Sentiment: Price‑target cuts — Wells Fargo trimmed its PT to $90 (still Overweight) and Needham trimmed its PT to $95 (still Buy); lower targets reduce the near‑term upside as sell‑side comps reprice expectations. Wells Fargo PT lowered to $90

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.