TransUnion (NYSE:TRU) EVP Sells $15,572.50 in Stock

TransUnion (NYSE:TRU) EVP Mohamed Abdelsadek sold 250 shares of the stock in a transaction that occurred on Thursday, October 1st. The stock was sold at an average price of $62.29, for a total value of $15,572.50. Following the completion of the transaction, the executive vice president owned 53,181 shares in the company, valued at $3,312,644.49. This represents a 0.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Mohamed Abdelsadek also recently made the following trade(s):

• On Monday, September 14th, Mohamed Abdelsadek sold 1,250 shares of TransUnion stock. The shares were sold at an average price of $79.07, for a total transaction of $98,837.50.
• On Tuesday, July 28th, Mohamed Abdelsadek sold 23,495 shares of TransUnion stock. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00.

TransUnion Stock Performance

Shares of TRU opened at $63.48 on Monday. The firm has a market cap of $12.16 billion, a price-to-earnings ratio of 16.75, a price-to-earnings-growth ratio of 1.05 and a beta of 1.58. The company’s fifty day moving average is $77.83 and its 200-day moving average is $73.66. 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 12 month low of $60.96 and a 12 month high of $89.12.

TransUnion (NYSE:TRU) last released 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 net margin of 15.08% and a return on equity of 16.29%. TransUnion’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Equities analysts expect that TransUnion will post 4.23 EPS for the current fiscal year.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a dividend of $0.1250 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.8%. The ex-dividend date was Thursday, August 20th. TransUnion’s dividend payout ratio is 13.19%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on TRU. Wells Fargo & Company boosted their target price on TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. BMO Capital Markets increased their price target on TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. Finally, 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 report on Thursday, July 2nd. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $92.75.

TransUnion News Roundup

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Morgan Stanley reiterated a Buy rating and maintained a $106 price target, saying risks related to the company’s “bi-merge” transition appear limited. The target implies substantial upside from recent trading levels and likely supported the stock. Morgan Stanley TransUnion rating article
• Positive Sentiment: A TransUnion CIBIL-FIDC report found that nonbank finance companies now account for about half of India’s new-to-credit borrowers, up from 24% in 2016. The trend points to expanding credit access and potentially stronger long-term demand for TransUnion’s credit information and analytics services, though the report does not provide a direct earnings forecast. TransUnion CIBIL-FIDC report
• Neutral Sentiment: TransUnion will report third-quarter 2026 results on October 27, with an earnings call at 8:30 a.m. Central Time. The announcement provides a near-term catalyst, but offers no new operating or financial information before the release. TransUnion earnings release date
• Negative Sentiment: EVP Mohamed Abdelsadek sold 250 shares and international President Todd Skinner sold 1,000 shares at approximately $62.29. Both transactions were made under pre-arranged Rule 10b5-1 plans, limiting their signaling value, but the sales add to a broader pattern of insider selling.
• Negative Sentiment: Recent reports also cited a Goldman Sachs downgrade and a reduction in its price target, creating valuation pressure and partially offsetting Morgan Stanley’s bullish stance. TransUnion analyst downgrade Goldman Sachs TransUnion price target article

Institutional Trading of TransUnion

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in TRU. QRG Capital Management Inc. grew its holdings in TransUnion by 7.4% in the 2nd quarter. QRG Capital Management Inc. now owns 3,748 shares of the business services provider’s stock valued at $270,000 after buying an additional 257 shares during the last quarter. Andra AP fonden acquired a new position in shares of TransUnion during the second quarter worth approximately $5,317,000. Junto Capital Management LP bought a new stake in shares of TransUnion in the second quarter valued at approximately $78,975,000. National Pension Service boosted its position in shares of TransUnion by 174.8% in the second quarter. National Pension Service now owns 32,791 shares of the business services provider’s stock valued at $2,366,000 after acquiring an additional 20,860 shares during the period. Finally, C WorldWide Group Holding A S grew its stake in shares of TransUnion by 1.1% in the second quarter. C WorldWide Group Holding A S now owns 127,804 shares of the business services provider’s stock worth $9,220,000 after acquiring an additional 1,352 shares during the last quarter.

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.