TransUnion (NYSE:TRU) Price Target Lowered to $100.00 at Morgan Stanley

TransUnion (NYSE:TRU) had its price target dropped by analysts at Morgan Stanley from $105.00 to $100.00 in a note issued to investors on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the business services provider’s stock. Morgan Stanley’s target price would suggest a potential upside of 40.80% from the stock’s previous close.

A number of other brokerages have also recently commented on TRU. Barclays cut their price target on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, February 13th. Bank of America began coverage on TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 target price for the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Stifel Nicolaus lowered their price target on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Finally, Robert W. Baird set a $107.00 price objective on TransUnion in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $94.54.

TransUnion Stock Performance

TransUnion stock traded down $3.52 on Wednesday, hitting $71.02. The company’s stock had a trading volume of 1,006,303 shares, compared to its average volume of 2,807,875. The firm has a market cap of $13.68 billion, a P/E ratio of 30.65, a price-to-earnings-growth ratio of 1.39 and a beta of 1.70. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The company has a fifty day moving average price of $79.04 and a 200-day moving average price of $82.38. TransUnion has a one year low of $65.24 and a one year high of $99.39.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. During the same period last year, the firm earned $0.97 EPS. The firm’s revenue for the quarter 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. On average, equities analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

Insider Buying and Selling at TransUnion

In other news, EVP Heather J. Russell sold 4,067 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $77.37, for a total value of $314,663.79. Following the completion of the sale, the executive vice president directly owned 41,063 shares in the company, valued at approximately $3,177,044.31. This trade represents a 9.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the transaction, the insider directly owned 61,592 shares of the company’s stock, valued at $5,279,050.32. This represents a 1.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 12,064 shares of company stock worth $988,292 over the last 90 days. Company insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On TransUnion

A number of hedge funds have recently added to or reduced their stakes in TRU. Corient Private Wealth LLC raised its stake in shares of TransUnion by 265.0% in the fourth quarter. Corient Private Wealth LLC now owns 19,303 shares of the business services provider’s stock worth $1,656,000 after acquiring an additional 14,014 shares during the last quarter. Worthington Financial Partners LLC bought a new stake in shares of TransUnion during the fourth quarter valued at approximately $686,000. MidFirst Bank acquired a new stake in shares of TransUnion in the fourth quarter valued at approximately $234,000. Kera Capital Partners Inc. raised its position in TransUnion by 166.4% in the 4th quarter. Kera Capital Partners Inc. now owns 7,124 shares of the business services provider’s stock worth $563,000 after purchasing an additional 4,450 shares during the last quarter. Finally, Invesco Ltd. raised its position in TransUnion by 5.8% in the 4th quarter. Invesco Ltd. now owns 2,789,658 shares of the business services provider’s stock worth $239,213,000 after purchasing an additional 151,882 shares during the last quarter.

TransUnion Company Profile

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.