TransUnion (NYSE:TRU) Price Target Lowered to $90.00 at Wells Fargo & Company

TransUnion (NYSE:TRU) had its target price reduced by Wells Fargo & Company from $100.00 to $90.00 in a report issued on Friday morning,Benzinga reports. They currently have an overweight rating on the business services provider’s stock.

TRU has been the topic of a number of other research reports. Barclays decreased their target price on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research report on Friday. Stifel Nicolaus set a $103.00 price target on shares of TransUnion in a research note on Friday, October 24th. The Goldman Sachs Group increased their price objective on shares of TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. UBS Group set a $90.00 target price on shares of TransUnion and gave the company a “neutral” rating in a report on Friday, October 24th. Finally, Robert W. Baird set a $125.00 target price on TransUnion in a research report on Friday, October 24th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $95.00.

TransUnion Trading Up 4.3%

Shares of TransUnion stock opened at $73.83 on Friday. The stock has a 50 day moving average of $82.24 and a 200 day moving average of $84.25. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75. The firm has a market capitalization of $14.34 billion, a price-to-earnings ratio of 31.83, a PEG ratio of 1.33 and a beta of 1.70. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $101.19.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, beating the consensus estimate of $1.03 by $0.04. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The company’s quarterly revenue was up 13.0% on a year-over-year basis. During the same quarter in the prior year, the company 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, research analysts predict that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be issued a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date is Thursday, February 26th. TransUnion’s dividend payout ratio (DPR) is presently 21.50%.

Insider Buying and Selling

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the sale, the insider directly owned 31,725 shares in the company, valued at $2,499,612.75. This represents a 1.55% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the transaction, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This trade represents a 7.89% 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 ninety days. Company insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Large investors have recently bought and sold shares of the stock. Eagle Bay Advisors LLC acquired a new stake in TransUnion in the 4th quarter valued at about $25,000. Board of the Pension Protection Fund acquired a new position in shares of TransUnion during the fourth quarter worth about $26,000. Geneos Wealth Management Inc. increased its stake in shares of 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 during the period. Generali Asset Management SPA SGR purchased a new stake in shares of TransUnion during the second quarter worth approximately $30,000. Finally, True Wealth Design LLC raised its holdings in TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after acquiring an additional 245 shares in the last quarter.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q4 results beat Street estimates: revenue and adjusted EPS topped consensus and full‑year revenue and EPS guidance for FY2026 were reiterated/raised, supporting the view that core credit/analytics demand remains healthy. TransUnion Announces Strong Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Management issued Q1 and FY2026 guidance that was modestly above consensus (Q1 EPS 1.08–1.10; FY EPS 4.63–4.71), which reduces short‑term execution risk and supports near‑term earnings visibility. TransUnion earnings summary & guidance (MarketBeat)
• Positive Sentiment: Dividend increase: TransUnion raised the quarterly payout to $0.125 (≈8.7% raise), signaling confidence in cash generation and returning modest income to shareholders. (Company release / earnings materials)
• Positive Sentiment: Product expansion: management emphasized rent‑data and other product initiatives to broaden credit reporting and non‑credit revenue opportunities — a potential multi‑year growth lever. TransUnion rent data push tests new credit reporting opportunities
• Neutral Sentiment: Earnings materials and call transcripts are available for investors to parse segment trends (U.S. consumer, risk solutions, international) and margin commentary; useful for modeling but informational. TransUnion Q4 2025 earnings call transcript (Seeking Alpha)
• Neutral Sentiment: Deep‑dive coverage frames the print as a mix of solid execution and a deliberately conservative FY2026 outlook — helpful context but not a direct driver. TRU Q4 Deep Dive: U.S. Growth, Product Expansion, and Conservative 2026 Outlook
• Negative Sentiment: Analysts trimmed forecasts and cut price targets after the report; while ratings largely remain Buy/Overweight, lower targets from firms such as Stifel, Wells Fargo and Needham increase near‑term skepticism and cap upside. TransUnion Analysts Slash Their Forecasts After Q4 Results (Benzinga)
• Negative Sentiment: Specific price‑target cuts: Stifel lowered to $88, Wells Fargo to $90, Needham to $95 — these trims reflect more cautious multi‑year assumptions and temper immediate upside expectations. Benzinga: price target updates Needham price target cut (The Fly)

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.