Key Points
- TransUnion CAO Jennifer Williams sold 1,679 shares at $80 on March 3 for $134,320, reducing her stake by 18.87% to 7,219 shares.
- Q4 results beat estimates with EPS $1.07 vs. $1.03 and revenue $1.17B (up 13% YoY), and TransUnion set FY2026 guidance of $4.63–$4.71 EPS and Q1 guidance of $1.08–$1.10.
- The company raised its quarterly dividend to $0.125 ($0.50 annualized, 0.7% yield), while analysts hold a "Moderate Buy" consensus with an average price target of $94.92.
TransUnion (NYSE:TRU - Get Free Report) CAO Jennifer Williams sold 1,679 shares of the business's stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total transaction of $134,320.00. Following the completion of the transaction, the chief accounting officer directly owned 7,219 shares in the company, valued at $577,520. This trade represents a 18.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link.
TransUnion Stock Performance
TRU stock traded down $1.79 during mid-day trading on Friday, hitting $76.62. The company had a trading volume of 645,600 shares, compared to its average volume of 2,791,934. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75. The firm has a market cap of $14.76 billion, a PE ratio of 33.03, a price-to-earnings-growth ratio of 1.42 and a beta of 1.70. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The stock's fifty day moving average price is $79.72 and its two-hundred day moving average price is $82.72.
TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.04. The company had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. TransUnion's quarterly revenue was up 13.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.97 EPS. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.
TransUnion Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Thursday, February 26th will be paid a $0.125 dividend. The ex-dividend date is Thursday, February 26th. This is a boost from TransUnion's previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion's dividend payout ratio is presently 21.55%.
Wall Street Analyst Weigh In
A number of brokerages recently issued reports on TRU. BMO Capital Markets upgraded TransUnion to a "strong-buy" rating in a research note on Friday, January 23rd. Stifel Nicolaus lowered their price target on shares of TransUnion from $103.00 to $88.00 and set a "buy" rating on the stock in a research report on Friday, February 13th. Morgan Stanley set a $105.00 price target on shares of TransUnion in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and issued a $111.00 price objective on shares of TransUnion in a research note on Friday, February 13th. Finally, The Goldman Sachs Group dropped their target price on TransUnion from $92.00 to $80.00 and set a "neutral" rating on the stock in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $94.92.
View Our Latest Analysis on TransUnion
Institutional Investors Weigh In On TransUnion
Several institutional investors and hedge funds have recently bought and sold shares of TRU. Massachusetts Financial Services Co. MA increased its position in TransUnion by 4.8% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider's stock valued at $1,999,436,000 after purchasing an additional 1,046,391 shares during the period. Vanguard Group Inc. lifted its holdings in TransUnion by 2.8% in the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider's stock worth $1,596,587,000 after buying an additional 517,098 shares during the period. Dodge & Cox purchased a new position in shares of TransUnion during the 4th quarter worth approximately $843,952,000. Independent Franchise Partners LLP raised its position in shares of TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider's stock worth $783,489,000 after acquiring an additional 4,561,619 shares in the last quarter. Finally, State Street Corp boosted its position in shares of TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider's stock valued at $585,844,000 after purchasing an additional 50,232 shares in the last quarter.
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.
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