UBS Group Issues Pessimistic Forecast for TransUnion (NYSE:TRU) Stock Price

TransUnion (NYSE:TRU) had its target price decreased by investment analysts at UBS Group from $88.00 to $82.00 in a research report issued to clients and investors on Monday, Benzinga reports. The firm presently has a “neutral” rating on the business services provider’s stock. UBS Group’s price target suggests a potential upside of 14.52% from the company’s previous close.

Other research analysts have also issued reports about the stock. Wells Fargo & Company lifted their price objective on shares of TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. BMO Capital Markets upped their price target on shares of TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Mizuho decreased their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. Finally, BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. Ten analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $94.69.

TransUnion Trading Down 1.1%

NYSE TRU traded down $0.82 during trading hours on Monday, hitting $71.61. 48,058 shares of the company were exchanged, compared to its average volume of 2,456,528. The stock has a 50-day moving average price of $79.87 and a 200 day moving average price of $74.21. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 52 week low of $63.37 and a 52 week high of $89.25. The stock has a market cap of $13.72 billion, a PE ratio of 18.86, a price-to-earnings-growth ratio of 1.19 and a beta of 1.54.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period last year, the company earned $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Analysts forecast that TransUnion will post 4.23 earnings per share for the current fiscal year.

Insider Transactions at TransUnion

In other TransUnion news, EVP Venkat Achanta sold 23,287 shares of the company’s stock in a transaction on Thursday, September 10th. The stock was sold at an average price of $77.00, for a total value of $1,793,099.00. Following the completion of the sale, the executive vice president directly owned 196,912 shares in the company, valued at approximately $15,162,224. This represents a 10.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $84.42, for a total value of $84,420.00. Following the transaction, the insider directly owned 55,764 shares in the company, valued at $4,707,596.88. The trade was a 1.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 73,697 shares of company stock valued at $5,861,807 in the last ninety days. Corporate insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. BlackRock Inc. bought a new position in shares of TransUnion during the second quarter valued at approximately $1,367,560,000. Independent Franchise Partners LLP raised its stake in TransUnion by 99.7% in the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after buying an additional 4,561,619 shares in the last quarter. Van ECK Associates Corp lifted its holdings 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 worth $422,936,000 after buying an additional 323,149 shares during the period. Jupiter Topco LLC purchased a new stake in TransUnion during the second quarter worth $280,292,000. Finally, Janus Henderson Group PLC boosted its position in TransUnion by 8.5% during the 1st quarter. Janus Henderson Group PLC now owns 3,740,326 shares of the business services provider’s stock valued at $258,794,000 after acquiring an additional 293,091 shares in the last quarter.

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.