Key Points
- Insider sale: TransUnion EVP Heather Russell sold 4,067 shares on March 6 at an average price of $77.37 for about $314,664, reducing her stake by 9.01% to 41,063 shares (filed with the SEC).
- Quarterly results and guidance: TransUnion reported $1.07 EPS and $1.17 billion in revenue (up 13% YoY), and set FY2026 guidance of $4.63–$4.71 EPS with Q1 2026 guidance of $1.08–$1.10.
- Dividend and analyst outlook: The company raised its quarterly dividend to $0.125 (annualized $0.50, ~0.7% yield), and Wall Street has a consensus rating of “Moderate Buy” with a target around $94.92 despite several firms cutting near-term price targets.
TransUnion (NYSE:TRU - Get Free Report) EVP Heather Russell sold 4,067 shares of the firm's stock in a transaction on Friday, March 6th. The stock was sold at an average price of $77.37, for a total value of $314,663.79. Following the completion of the transaction, the executive vice president directly owned 41,063 shares of the company's stock, valued at $3,177,044.31. The trade was a 9.01% 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.
TransUnion Price Performance
Shares of NYSE TRU opened at $76.06 on Tuesday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The stock has a market cap of $14.65 billion, a PE ratio of 32.79, a price-to-earnings-growth ratio of 1.42 and a beta of 1.70. The stock has a fifty day moving average of $79.29 and a 200-day moving average of $82.50.
TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The business had revenue of $1.17 billion for the quarter, compared to analysts' expectations of $1.13 billion. During the same quarter in the prior year, the firm posted $0.97 EPS. The firm's quarterly revenue was up 13.0% on a year-over-year basis. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Equities research analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.
TransUnion Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be issued a $0.125 dividend. The ex-dividend date of this dividend is Thursday, February 26th. This is a positive change from TransUnion's previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion's payout ratio is currently 21.55%.
Wall Street Analysts Forecast Growth
Several brokerages recently commented on TRU. The Goldman Sachs Group reduced their price objective on shares of TransUnion from $92.00 to $80.00 and set a "neutral" rating for the company in a research note on Friday, February 13th. Weiss Ratings reissued a "hold (c)" rating on shares of TransUnion in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $111.00 price target on shares of TransUnion in a research report on Friday, February 13th. Robert W. Baird set a $107.00 price objective on TransUnion in a research report on Friday, February 13th. Finally, Stifel Nicolaus dropped their price objective on TransUnion from $103.00 to $88.00 and set a "buy" rating for the company in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, TransUnion has a consensus rating of "Moderate Buy" and a consensus target price of $94.92.
Read Our Latest Stock Analysis on TransUnion
Institutional Trading of TransUnion
Institutional investors have recently added to or reduced their stakes in the business. Eagle Bay Advisors LLC purchased a new position in shares of TransUnion in the fourth quarter worth about $25,000. Board of the Pension Protection Fund purchased a new stake in TransUnion during the 4th quarter valued at about $26,000. 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. True Wealth Design LLC grew its position in TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider's stock worth $31,000 after acquiring an additional 245 shares during the last quarter. Finally, Cornerstone Planning Group LLC increased its stake in TransUnion by 130.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider's stock worth $32,000 after purchasing an additional 220 shares during the period.
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.
Further Reading
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