Key Points
- Insider sale: TransUnion insider Todd Skinner sold 500 shares on April 1 at an average price of $69.20 under a pre-arranged Rule 10b5-1 plan, generating $34,600 and reducing his stake by 0.89% to 55,763 shares (≈$3.86M).
- Strong results and outlook: TransUnion beat quarterly estimates with $1.07 EPS (vs. $1.03) and $1.17B revenue (vs. $1.13B) and set FY2026 guidance of $4.63–$4.71 EPS and Q1 2026 guidance of $1.08–$1.10; the company also raised its quarterly dividend to $0.125 (annualized $0.50, yield ~0.7%).
- Analyst sentiment: Wall Street shows a generally positive view with a consensus rating of "Moderate Buy" and an average price target of $94.54 (1 Strong Buy, 7 Buy, 5 Hold).
TransUnion (NYSE:TRU - Get Free Report) insider Todd Skinner sold 500 shares of the firm's stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $69.20, for a total value of $34,600.00. Following the completion of the transaction, the insider owned 55,763 shares in the company, valued at approximately $3,858,799.60. This trade represents a 0.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
TransUnion Trading Up 0.7%
NYSE TRU opened at $69.28 on Friday. The firm has a market capitalization of $13.37 billion, a price-to-earnings ratio of 29.86, a PEG ratio of 1.26 and a beta of 1.71. 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 one year low of $65.24 and a one year high of $99.39. The company's 50 day moving average price is $73.90 and its 200 day moving average price is $80.12.
TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings data 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%. The business's quarterly revenue was up 13.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.97 earnings per share. 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, sell-side analysts predict that TransUnion will post 3.99 EPS for the current year.
TransUnion Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were paid a dividend of $0.125 per share. This is a boost 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%. The ex-dividend date was Thursday, February 26th. TransUnion's payout ratio is presently 21.55%.
Wall Street Analysts Forecast Growth
Several brokerages recently commented on TRU. Weiss Ratings reiterated a "hold (c)" rating on shares of TransUnion in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. Wall Street Zen raised shares of TransUnion from a "hold" rating to a "buy" rating in a research report on Saturday, March 14th. Wells Fargo & Company decreased their target price on shares of TransUnion from $100.00 to $90.00 and set an "overweight" rating for the company in a research note on Friday, February 13th. Finally, Bank of America assumed coverage on shares of TransUnion in a research note on Tuesday, February 17th. They set a "neutral" rating and a $83.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $94.54.
Read Our Latest Stock Report on TransUnion
Institutional Inflows and Outflows
A number of large investors have recently added to or reduced their stakes in TRU. Allianz Asset Management GmbH grew its stake in TransUnion by 202.1% in the third quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider's stock worth $13,732,000 after purchasing an additional 109,662 shares in the last quarter. Principal Financial Group Inc. raised its stake in TransUnion by 5,046.6% during the third quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider's stock valued at $36,267,000 after buying an additional 424,470 shares in the last quarter. Oregon Public Employees Retirement Fund bought a new position in TransUnion during the 3rd quarter worth approximately $3,284,000. Diamond Hill Capital Management Inc. grew its position in shares of TransUnion by 7.8% in the 3rd quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider's stock worth $28,648,000 after acquiring an additional 24,641 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC increased its holdings in shares of TransUnion by 3.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider's stock valued at $37,375,000 after acquiring an additional 13,952 shares during the last quarter.
About TransUnion
(
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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