Key Points
- Steven Chaouki, a TransUnion insider, sold 5,000 shares at an average price of $71.93 for a total of $359,650, reducing his stake by 5.57% to 84,711 shares; the sale was executed under a pre-arranged Rule 10b5‑1 trading plan.
- TransUnion beat expectations in Q1 with $1.18 EPS (vs. $1.11 est.) and revenue of $1.25 billion, up 13.7% year-over-year, and set Q2 guidance at $1.130–$1.150 EPS.
- The company raised its quarterly dividend to $0.125 (annualized $0.50, yield 0.7%), the stock trades near $69 with a 12‑month range of $65.24–$99.39, and analysts show a consensus "Moderate Buy" with a $91.47 target price.
TransUnion (NYSE:TRU - Get Free Report) insider Todd Skinner sold 500 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $71.93, for a total value of $35,965.00. Following the transaction, the insider directly owned 55,263 shares of the company's stock, valued at approximately $3,975,067.59. This trade represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
TransUnion Stock Performance
TRU opened at $69.05 on Tuesday. The stock has a market cap of $13.31 billion, a P/E ratio of 19.13, a P/E/G ratio of 1.24 and a beta of 1.58. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. The stock's 50 day simple moving average is $72.54 and its 200 day simple moving average is $78.53. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39.
TransUnion (NYSE:TRU - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping analysts' consensus estimates of $1.11 by $0.07. The business had revenue of $1.25 billion for the quarter, compared to analysts' expectations of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The company's revenue was up 13.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, equities analysts anticipate that TransUnion will post 4.21 EPS for the current fiscal year.
TransUnion Increases Dividend
The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were issued a $0.125 dividend. The ex-dividend date was Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from TransUnion's previous quarterly dividend of $0.12. TransUnion's payout ratio is currently 13.85%.
Institutional Inflows and Outflows
Large investors have recently made changes to their positions in the business. Eagle Bay Advisors LLC purchased a new position in shares of TransUnion during the 4th quarter worth $25,000. Board of the Pension Protection Fund purchased a new position in shares of TransUnion during the 4th quarter worth $26,000. Geneos Wealth Management Inc. lifted its stake in shares of 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 purchasing an additional 290 shares during the period. True Wealth Design LLC lifted its stake in shares of 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 purchasing an additional 245 shares during the period. Finally, Cornerstone Planning Group LLC lifted its stake in shares of TransUnion by 130.2% during 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.
Analyst Upgrades and Downgrades
A number of equities research analysts recently weighed in on TRU shares. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. Barclays lowered their price target on TransUnion from $95.00 to $80.00 and set an "equal weight" rating on the stock in a report on Friday, February 13th. Weiss Ratings restated a "hold (c)" rating on shares of TransUnion in a report on Monday, April 20th. Wall Street Zen cut TransUnion from a "buy" rating to a "hold" rating in a report on Saturday, April 18th. Finally, Wells Fargo & Company lowered their price target on TransUnion from $100.00 to $90.00 and set an "overweight" rating on the stock in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, TransUnion has an average rating of "Moderate Buy" and an average price target of $91.47.
Get Our Latest Analysis on TRU
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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