Steven Chaouki Sells 1,000 Shares of TransUnion (NYSE:TRU) Stock

TransUnion (NYSE:TRU) insider Steven Chaouki sold 1,000 shares of the company’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $79.96, for a total transaction of $79,960.00. Following the transaction, the insider directly owned 88,906 shares in the company, valued at approximately $7,108,923.76. This trade represents a 1.11% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Stock Down 2.0%

Shares of NYSE TRU opened at $80.11 on Thursday. 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 52 week low of $63.37 and a 52 week high of $95.50. The firm has a 50-day moving average price of $73.67 and a 200 day moving average price of $73.44. The stock has a market capitalization of $15.35 billion, a price-to-earnings ratio of 21.14, a price-to-earnings-growth ratio of 1.34 and a beta of 1.53.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter in the previous year, the firm earned $1.08 earnings per share. The firm’s revenue was up 14.9% on a year-over-year basis. 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 research analysts anticipate that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were issued a $0.125 dividend. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s dividend payout ratio is currently 13.19%.

Wall Street Analyst Weigh In

TRU has been the topic of several research reports. Wells Fargo & Company upped their target price on TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Mizuho cut their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. Wall Street Zen upgraded shares of TransUnion from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Needham & Company LLC increased their price objective on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Finally, Barclays raised their target price on shares of TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $94.38.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: AI research highlights a growth opportunity. TransUnion found that 89% of marketers expect AI-related investments to increase over the next 12–24 months, while many lack the data, identity and measurement capabilities needed to scale those investments. The findings could support demand for TransUnion’s TruAudience, connected-identity and measurement offerings. TransUnion AI research
• Positive Sentiment: Analyst and valuation support remains favorable. Zacks upgraded TRU to a Rank #2 “Buy,” citing improving earnings prospects, while another report characterized the stock as a strong value candidate. The broader analyst consensus is “Moderate Buy,” with an average price target of $94.38, above recent trading levels. Zacks upgrade
• Neutral Sentiment: Consumer sentiment is improving but remains pressured. TransUnion’s Canadian survey showed 45% of respondents were optimistic about their household finances over the next year, but many still feel financially stretched. The mixed reading may indicate continued caution among consumers and lenders. Canadian financial sentiment survey
• Negative Sentiment: Recent insider sales may weigh on sentiment. Executive Todd Skinner sold 950 shares for approximately $76,000, while Steven Chaouki sold 1,000 shares for about $80,000. Both transactions were conducted under pre-arranged Rule 10b5-1 plans, reducing their significance, but broader recent insider activity has consisted entirely of sales.

Institutional Trading of TransUnion

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Eagle Bay Advisors LLC purchased a new stake in shares of TransUnion during the fourth quarter worth about $25,000. Geneos Wealth Management Inc. lifted its stake in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after buying an additional 290 shares during the period. Cornerstone Planning Group LLC lifted its stake in shares of TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares during the period. Measured Wealth Private Client Group LLC acquired a new stake in TransUnion during the third quarter worth approximately $36,000. Finally, Essential Partners LLC grew its stake in TransUnion by 63.7% in the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock worth $42,000 after acquiring an additional 237 shares during the period.

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.