TransUnion (NYSE:TRU) Stock Price Target Lowered at The Goldman Sachs Group

TransUnion (NYSE:TRU) had its target price reduced by research analysts at The Goldman Sachs Group from $89.00 to $77.00 in a research report issued to clients and investors on Tuesday, Benzinga reports. The firm presently has a “neutral” rating on the business services provider’s stock. The Goldman Sachs Group’s target price suggests a potential upside of 16.51% from the stock’s previous close.

Several other research firms have also commented on TRU. BNP Paribas Exane raised shares of TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday, July 28th. Griffin Securities set a $98.00 price target on shares of TransUnion in a research report on Wednesday, July 29th. Needham & Company LLC boosted their price objective on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Barclays raised their target price on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Finally, BMO Capital Markets boosted their price target on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and an average price target of $94.25.

TransUnion Price Performance

TransUnion stock opened at $66.09 on Tuesday. The firm has a market cap of $12.66 billion, a PE ratio of 17.44, a price-to-earnings-growth ratio of 1.14 and a beta of 1.54. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The stock’s fifty day moving average price is $78.83 and its two-hundred day moving average price is $73.88. TransUnion has a one year low of $63.37 and a one year high of $89.12.

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

Insider Transactions at TransUnion

In related news, EVP Mohamed Abdelsadek sold 1,250 shares of the firm’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $79.07, for a total transaction of $98,837.50. Following the sale, the executive vice president owned 53,431 shares of the company’s stock, valued at $4,224,789.17. This trade represents a 2.29% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 1,070 shares of the company’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the completion of the transaction, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at approximately $365,934.39. The trade was a 19.83% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 73,697 shares of company stock valued at $5,861,807. Corporate insiders own 0.37% of the company’s stock.

Institutional Trading of TransUnion

Several institutional investors have recently added to or reduced their stakes in the stock. Essential Partners LLC raised its holdings in TransUnion by 63.7% during the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock worth $42,000 after purchasing an additional 237 shares during the last quarter. CX Institutional boosted its stake in shares of TransUnion by 263.0% in the 2nd quarter. CX Institutional now owns 668 shares of the business services provider’s stock valued at $48,000 after purchasing an additional 484 shares during the last quarter. Global Retirement Partners LLC increased its position in shares of TransUnion by 26.1% during the fourth quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock worth $59,000 after buying an additional 143 shares during the period. State of Wyoming bought a new position in TransUnion during the second quarter worth $70,000. Finally, Clearstead Advisors LLC lifted its holdings in TransUnion by 102.6% in the fourth quarter. Clearstead Advisors LLC now owns 1,015 shares of the business services provider’s stock valued at $87,000 after buying an additional 514 shares during the period.

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.