Insider Selling: TransUnion (NYSE:TRU) EVP Sells $1,997,075.00 in Stock

TransUnion (NYSE:TRU) EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the completion of the transaction, the executive vice president directly owned 57,182 shares in the company, valued at $4,860,470. This trade represents a 29.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Stock Performance

Shares of TransUnion stock traded up $0.04 during trading on Wednesday, reaching $83.84. The company’s stock had a trading volume of 3,343,409 shares, compared to its average volume of 2,563,300. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $99.39. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. The company has a 50-day moving average price of $72.40 and a two-hundred day moving average price of $73.63. The firm has a market cap of $16.16 billion, a PE ratio of 23.22, a P/E/G ratio of 1.38 and a beta of 1.55.

TransUnion (NYSE:TRU) last issued its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The company’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period in the prior year, the business posted $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. On average, analysts forecast that TransUnion will post 4.14 EPS for the current year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s payout ratio is currently 13.85%.

TransUnion News Roundup

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported second-quarter adjusted EPS of $1.23, above the $1.16 consensus estimate, while revenue rose 14.9% year over year to $1.31 billion, exceeding expectations of $1.28 billion. Growth was supported by the financial-services business, international operations and acquisition-related expansion in Latin America. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: The company raised its fiscal 2026 adjusted EPS outlook to $4.75-$4.83, above the $4.67 analyst consensus, while maintaining revenue guidance of approximately $5.1 billion-$5.2 billion. Management’s outlook signals continued operating momentum. TransUnion lifts outlook after strong quarterly revenue growth
• Positive Sentiment: Analysts responded favorably: Wells Fargo raised its target to $102 from $90 while retaining an Overweight rating; Baird increased its target to $115 from $108 with an Outperform rating; and Needham raised its target to $100 from $95 with a Buy rating. These revisions reinforce expectations for additional upside. Wells Fargo raises TransUnion price target
• Neutral Sentiment: Third-quarter EPS guidance of $1.18-$1.21 is broadly in line with, but slightly below, the $1.21 consensus estimate. Revenue guidance was generally consistent with expectations, suggesting near-term upside depends on continued execution.
• Negative Sentiment: TransUnion flagged a surge in auto-loan fraud losses, an issue that could pressure lenders’ credit-risk demand or increase scrutiny of the company’s data and risk solutions. TransUnion flags surge in auto-loan fraud losses
• Negative Sentiment: Insiders have reported 14 open-market sales and no purchases during the past six months. While sales may reflect routine diversification, the absence of insider buying is a modest sentiment headwind.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of TRU. Wealth High Governance Capital Ltda purchased a new position in TransUnion in the fourth quarter valued at about $10,466,000. Mirabaud Asset Management Ltd boosted its holdings in shares of TransUnion by 49.3% in the 4th quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock valued at $7,221,000 after buying an additional 25,381 shares during the period. Financiere des Professionnels Fonds d investissement inc. grew its position in shares of TransUnion by 18.6% during the 4th quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock valued at $25,078,000 after buying an additional 45,840 shares during the last quarter. BNP Paribas Financial Markets raised its stake in TransUnion by 280.6% during the fourth quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock worth $23,114,000 after acquiring an additional 198,726 shares during the period. Finally, PBCay One RSC Ltd acquired a new stake in TransUnion during the fourth quarter worth about $52,131,000.

Analyst Ratings Changes

A number of analysts have issued reports on TRU shares. Stifel Nicolaus raised their price target on TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research note on Wednesday. UBS Group upped their price objective on shares of TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research note on Thursday, July 2nd. Mizuho cut 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. BMO Capital Markets raised their target price on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $106.00 price target on shares of TransUnion in a research report on Wednesday. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and an average target price of $94.38.

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.