Key Points
- Todd C. Skinner (President, International) sold 500 shares at an average price of $78.79 for $39,395, reducing his stake by 1.55% and disclosed in an SEC Form 4 filing.
- TransUnion signed a definitive agreement to acquire RealNetworks’ mobile division to add AI/ML-powered messaging and voice fraud‑detection capabilities, with the deal expected to close in H1 2026 and be funded from cash without materially affecting 2026 leverage or liquidity.
- Wall Street sentiment is generally constructive—MarketBeat shows a consensus rating of “Moderate Buy” with an average price target of about $101.08, versus the recent trading level near $67, implying notable analyst upside.
TransUnion (NYSE:TRU - Get Free Report) insider Todd Skinner sold 500 shares of TransUnion stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the sale, the insider directly owned 31,725 shares of the company's stock, valued at $2,499,612.75. This trade represents a 1.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.
TransUnion Trading Down 12.6%
NYSE TRU opened at $67.46 on Wednesday. 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 company has a market capitalization of $13.10 billion, a PE ratio of 31.53, a price-to-earnings-growth ratio of 1.45 and a beta of 1.70. The firm's fifty day simple moving average is $84.14 and its 200-day simple moving average is $85.41.
TransUnion Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Monday, December 8th. Shareholders of record on Friday, November 21st were given a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Friday, November 21st. TransUnion's dividend payout ratio is presently 21.50%.
Analysts Set New Price Targets
Several equities research analysts recently commented on the company. Oppenheimer initiated coverage on TransUnion in a research note on Monday, October 13th. They issued an "outperform" rating and a $93.00 price target for the company. Weiss Ratings reiterated a "hold (c)" rating on shares of TransUnion in a research note on Wednesday, January 21st. Wells Fargo & Company decreased their target price on shares of TransUnion from $118.00 to $100.00 and set an "overweight" rating for the company in a research report on Wednesday, January 14th. BMO Capital Markets upgraded shares of TransUnion to a "strong-buy" rating in a research note on Friday, January 23rd. Finally, Robert W. Baird set a $125.00 price objective on shares of TransUnion in a research note on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $101.08.
Check Out Our Latest Research Report on TransUnion
Hedge Funds Weigh In On TransUnion
A number of institutional investors have recently modified their holdings of the company. Crossmark Global Holdings Inc. boosted its holdings in shares of TransUnion by 6.3% during the 4th quarter. Crossmark Global Holdings Inc. now owns 6,868 shares of the business services provider's stock worth $589,000 after buying an additional 409 shares during the period. Crestwood Advisors Group LLC bought a new position in TransUnion in the 4th quarter worth $220,000. Sequoia Financial Advisors LLC lifted its position in TransUnion by 114.1% during the 4th quarter. Sequoia Financial Advisors LLC now owns 6,056 shares of the business services provider's stock worth $519,000 after acquiring an additional 3,227 shares during the last quarter. Gateway Investment Advisers LLC boosted its holdings in TransUnion by 141.8% during the fourth quarter. Gateway Investment Advisers LLC now owns 37,439 shares of the business services provider's stock valued at $3,210,000 after acquiring an additional 21,955 shares during the period. Finally, AlphaStar Capital Management LLC bought a new stake in TransUnion during the fourth quarter valued at about $220,000.
Key Headlines Impacting TransUnion
Here are the key news stories impacting TransUnion this week:
- Positive Sentiment: Acquisition: TransUnion signed a definitive agreement to buy RealNetworks’ mobile division to add AI/ML-powered messaging and voice fraud-detection capabilities, broaden its Trusted Call and messaging offerings, and open new revenue opportunities across telecom, financial services and healthcare; the deal is expected to close in H1 2026 and be funded from cash, with TransUnion saying it won’t materially affect 2026 leverage or liquidity. Acquisition Press Release
- Positive Sentiment: Analyst / target backdrop: Wall Street houses have recently been constructive on TRU with multiple buy/overweight ratings and a median price target near $105 — a reminder some investors view current weakness as a buying opportunity vs. long-term targets. Analyst Coverage & Targets
- Neutral Sentiment: Company research: TransUnion released research showing resilient vehicle purchase intent amid affordability pressure and rising interest in hybrids/EVs; this can support auto-lending and used‑car data products but is more of a medium-term signal than an immediate catalyst. Auto Demand Research
- Negative Sentiment: Insider selling: A recent Form 4 shows Todd C. Skinner (President, International) sold 500 shares; that follows a pattern of multiple insider sales disclosed over recent months, which can spook investors and be read as executives taking gains. SEC Filing
- Negative Sentiment: Negative coverage / risk pieces: Media articles highlighting risks in TRU’s business model and suggesting alternatives add short-term pressure by amplifying downside arguments for the stock. Critical Article
TransUnion Company Profile
(
Get Free Report)
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.
Read More
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
