TransUnion (NYSE:TRU) Downgraded by Wall Street Zen to “Hold”

Wall Street Zen cut shares of TransUnion (NYSE:TRU) from a buy rating to a hold rating in a research note released on Saturday morning.

A number of other research firms have also weighed in on TRU. Mizuho assumed coverage on shares of TransUnion in a research note on Thursday. They issued a “neutral” rating and a $80.00 price objective on the stock. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Needham & Company LLC cut their price objective on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Barclays cut their price objective on shares of 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, Stifel Nicolaus cut their price objective on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $92.53.

TransUnion Trading Up 3.7%

NYSE TRU opened at $78.44 on Friday. The company has a fifty day simple moving average of $72.70 and a two-hundred day simple moving average of $78.83. The stock has a market cap of $15.13 billion, a P/E ratio of 33.81, a P/E/G ratio of 1.35 and a beta of 1.71. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. The business had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business’s quarterly revenue was up 13.0% on a year-over-year basis. During the same quarter last year, the company 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. On average, analysts forecast 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 was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were paid a $0.125 dividend. The ex-dividend date was Thursday, February 26th. This is an increase from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is currently 21.55%.

Insider Activity

In related news, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $69.20, for a total transaction of $34,600.00. Following the sale, the insider owned 55,763 shares in the company, valued at approximately $3,858,799.60. This trade represents a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 4,067 shares of the firm’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $77.37, for a total transaction of $314,663.79. Following the sale, the executive vice president owned 41,063 shares in the company, valued at approximately $3,177,044.31. This represents a 9.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 11,746 shares of company stock worth $872,979 in the last ninety days. Corporate insiders own 0.37% of the company’s stock.

Institutional Trading of TransUnion

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in TransUnion by 2.8% during the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after buying an additional 517,098 shares during the period. Dodge & Cox acquired a new stake in TransUnion during the fourth quarter valued at $843,952,000. Independent Franchise Partners LLP grew its position in TransUnion by 99.7% during the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after buying an additional 4,561,619 shares during the period. State Street Corp grew its position in TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after buying an additional 50,232 shares during the period. Finally, Van ECK Associates Corp grew its position in TransUnion by 7.0% during the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after buying an additional 323,149 shares during the period.

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.