Robert W. Baird Boosts TransUnion (NYSE:TRU) Price Target to $115.00

TransUnion (NYSE:TRU) had its price target upped by equities researchers at Robert W. Baird from $108.00 to $115.00 in a report released on Wednesday,Benzinga reports. The firm currently has an “outperform” rating on the business services provider’s stock. Robert W. Baird’s price target points to a potential upside of 37.49% from the company’s previous close.

TRU has been the subject of several other reports. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Bank of America dropped their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 19th. BMO Capital Markets reiterated an “outperform” rating on shares of TransUnion in a research note on Wednesday. Mizuho dropped their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. Finally, BNP Paribas Exane upgraded TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $92.88.

TransUnion Trading Up 8.3%

NYSE:TRU opened at $83.64 on Wednesday. The firm has a 50-day simple moving average of $72.40 and a 200-day simple moving average of $73.63. TransUnion has a one year low of $63.37 and a one year high of $99.39. The firm has a market cap of $16.13 billion, a P/E ratio of 23.17, a P/E/G ratio of 1.38 and a beta of 1.55. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

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 analysts’ consensus estimates of $1.16 by $0.07. The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The company’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the firm earned $1.08 earnings per share. 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 anticipate that TransUnion will post 4.14 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $70.73, for a total transaction of $70,730.00. Following the sale, the insider owned 65,634 shares in the company, valued at approximately $4,642,292.82. This trade represents a 1.50% 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, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total transaction of $77,760.00. Following the sale, the chief accounting officer directly owned 5,843 shares in the company, valued at approximately $467,440. The trade was a 14.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 30,155 shares of company stock worth $2,177,102. Corporate insiders own 0.37% of the company’s stock.

Hedge Funds Weigh In On TransUnion

Large investors have recently bought and sold shares of the business. Dodge & Cox purchased a new position in TransUnion during the fourth quarter worth approximately $843,952,000. Independent Franchise Partners LLP lifted its position in shares of TransUnion by 99.7% during the 4th 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 in the last quarter. State Street Corp grew its stake in TransUnion by 0.7% in the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after acquiring an additional 50,232 shares during the period. Van ECK Associates Corp grew its stake in TransUnion by 7.0% in the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after acquiring an additional 323,149 shares during the period. Finally, Bessemer Group Inc. increased its holdings in TransUnion by 5.8% in the 4th quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock worth $323,185,000 after acquiring an additional 205,449 shares in the last quarter.

TransUnion News Roundup

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported second-quarter adjusted earnings of $1.23 per share, exceeding the $1.16 consensus estimate, while revenue rose 14.9% year over year to $1.31 billion, ahead of the $1.28 billion forecast. EPS also increased from $1.08 in the prior-year quarter. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised its fiscal 2026 adjusted EPS outlook to $4.75–$4.83, above the roughly $4.67 analyst consensus. Full-year revenue guidance was set at approximately $5.1–$5.2 billion, supporting expectations for continued growth. TransUnion lifts outlook after strong quarterly revenue growth
• Positive Sentiment: The earnings call highlighted growth momentum across TransUnion’s business, including demand for credit, risk and marketing data products and the contribution from alternative credit data. Investors viewed the commentary as evidence that recent investments and acquisitions are supporting expansion. TransUnion Corp. Earnings Call Highlights Growth Momentum
• Neutral Sentiment: Third-quarter adjusted EPS guidance of $1.18–$1.21 was broadly in line with estimates, though its midpoint is slightly below the $1.21 consensus. Revenue guidance was approximately $1.3 billion, also consistent with expectations.
• Negative Sentiment: TransUnion flagged a surge in auto-loan fraud losses, a potential headwind for lenders and for demand or pricing in parts of its auto-related business. TransUnion Flags a Surge in Auto Loan Fraud Losses
• Negative Sentiment: Some analysts cautioned that the strong results may already be reflected in the stock’s valuation following its recent rally, potentially limiting additional upside unless TransUnion continues to outperform. TransUnion Q2 Earnings: Great Print, But It Seems to Be Priced Accordingly

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.