TransUnion (NYSE:TRU) Shares Pass Below 50 Day Moving Average – What’s Next?

TransUnion (NYSE:TRU)’s stock price passed below its 50 day moving average during trading on Monday . The stock has a 50 day moving average of $74.78 and traded as low as $65.77. TransUnion shares last traded at $66.4460, with a volume of 2,767,278 shares traded.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. Needham & Company LLC lowered their price target on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Morgan Stanley decreased their target price on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. Stifel Nicolaus lowered their target price on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a report on Friday, February 13th. Bank of America assumed 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. Finally, The Goldman Sachs Group cut their price target on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $94.54.

TransUnion Stock Down 0.5%

The company has a market cap of $13.29 billion, a P/E ratio of 29.69, a P/E/G ratio of 1.26 and a beta of 1.71. The company’s 50-day moving average is $74.23 and its two-hundred day moving average is $80.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75.

TransUnion (NYSE:TRU) last issued its 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. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same period last year, the business posted $0.97 EPS. The company’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. As a group, equities analysts predict 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 was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were paid a dividend of $0.125 per share. The ex-dividend date was Thursday, February 26th. This represents a $0.50 annualized dividend and a yield of 0.7%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is currently 21.55%.

Insider Activity at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction that occurred on Monday, February 2nd. The shares were 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. The trade was a 1.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the sale, the insider owned 61,592 shares of the company’s stock, valued at approximately $5,279,050.32. This represents a 1.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 7,746 shares of company stock worth $616,944. 0.22% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Royal Bank of Canada raised its stake in TransUnion by 85.3% during the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after acquiring an additional 34,867 shares during the period. Geneos Wealth Management Inc. increased its stake 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. Prudential Financial Inc. increased its stake in shares of TransUnion by 32.9% in the second quarter. Prudential Financial Inc. now owns 15,961 shares of the business services provider’s stock worth $1,483,000 after purchasing an additional 3,950 shares in the last quarter. XTX Topco Ltd bought a new stake in shares of TransUnion during the 2nd quarter valued at $777,000. Finally, Elevation Point Wealth Partners LLC purchased a new position in shares of TransUnion during the 2nd quarter valued at $34,000.

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.