Key Points
- Insider sale: TransUnion insider Todd Skinner sold 500 shares on Jan. 2 at an average price of $85.71 for a total of $42,855, leaving him with 32,225 shares (a 1.53% reduction in his ownership).
- Recent results and guidance: TransUnion beat expectations with Q earnings of $1.10 vs. $1.04 and revenue of $1.17B vs. $1.13B, set Q4 2025 EPS guidance of $0.97–$1.02 and FY2025 guidance of $4.19–$4.25 (analysts see ~3.99 EPS for the year).
- Market context: The company has a $16.91B market cap and a P/E of 40.7, recently pays a $0.115 quarterly dividend (annualized $0.46, ~0.5% yield), and carries a MarketBeat consensus rating of “Moderate Buy” with an average target of $103.54.
TransUnion (NYSE:TRU - Get Free Report) insider Todd Skinner sold 500 shares of the firm's stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $42,855.00. Following the transaction, the insider directly owned 32,225 shares in the company, valued at $2,762,004.75. This represents a 1.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website.
TransUnion Trading Up 4.5%
Shares of TRU stock opened at $87.09 on Tuesday. The stock has a market cap of $16.91 billion, a P/E ratio of 40.70, a price-to-earnings-growth ratio of 1.58 and a beta of 1.72. TransUnion has a 1 year low of $66.38 and a 1 year high of $101.19. The company has a current ratio of 2.01, a quick ratio of 2.01 and a debt-to-equity ratio of 1.10. The stock has a 50 day simple moving average of $83.49 and a 200 day simple moving average of $86.57.
TransUnion (NYSE:TRU - Get Free Report) last announced its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.06. The firm had revenue of $1.17 billion during the quarter, compared to analysts' expectations of $1.13 billion. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The company's quarterly revenue was up 7.8% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.04 EPS. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. On average, research analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.
TransUnion Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Monday, December 8th. Shareholders of record on Friday, November 21st were issued a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Friday, November 21st. TransUnion's dividend payout ratio (DPR) is currently 21.50%.
Institutional Investors Weigh In On TransUnion
Several hedge funds have recently modified their holdings of TRU. Geneos Wealth Management Inc. grew its position in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider's stock worth $26,000 after acquiring an additional 290 shares during the last quarter. Generali Asset Management SPA SGR bought a new stake in shares of TransUnion during the second quarter worth about $30,000. MassMutual Private Wealth & Trust FSB increased its stake in shares of TransUnion by 132.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider's stock valued at $31,000 after buying an additional 199 shares during the period. Elevation Point Wealth Partners LLC bought a new position in TransUnion in the 2nd quarter valued at approximately $34,000. Finally, MAI Capital Management boosted its position in TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider's stock worth $35,000 after buying an additional 310 shares during the period.
Analysts Set New Price Targets
A number of analysts have recently weighed in on TRU shares. UBS Group set a $90.00 price target on shares of TransUnion and gave the stock a "neutral" rating in a report on Friday, October 24th. BMO Capital Markets upped their target price on TransUnion from $104.00 to $105.00 and gave the stock an "outperform" rating in a research note on Friday, October 24th. Oppenheimer assumed coverage on TransUnion in a research note on Monday, October 13th. They issued an "outperform" rating and a $93.00 price target on the stock. Seaport Res Ptn upgraded TransUnion to a "hold" rating in a research report on Wednesday, October 1st. Finally, Stifel Nicolaus set a $103.00 price objective on TransUnion in a research note on Friday, October 24th. Nine investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, TransUnion currently has an average rating of "Moderate Buy" and an average target price of $103.54.
Get Our Latest Stock Report on TRU
TransUnion Company Profile
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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.
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