Key Points
- TransUnion EVP Heather Russell sold 6,683 shares on May 29 at an average price of $71.87, for proceeds of about $480,307. The sale was made under a pre-arranged Rule 10b5-1 trading plan, and her ownership fell by 12.87% to 45,248 shares.
- The company recently beat quarterly expectations, reporting $1.18 EPS versus the $1.11 consensus and revenue of $1.25 billion, up 13.7% year over year. TransUnion also guided Q2 2026 EPS to a range of 1.130-1.150.
- Analysts remain moderately bullish overall despite some lowered price targets, with a consensus rating of “Moderate Buy” and an average target price of $91.27. The stock was trading at $73.57, below its 200-day moving average of $76.95.
TransUnion (NYSE:TRU - Get Free Report) EVP Heather Russell sold 6,683 shares of the firm's stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $71.87, for a total transaction of $480,307.21. Following the completion of the transaction, the executive vice president directly owned 45,248 shares in the company, valued at approximately $3,251,973.76. This represents a 12.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
TransUnion Price Performance
TRU stock opened at $73.57 on Tuesday. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. TransUnion has a 12 month low of $64.51 and a 12 month high of $99.39. The firm has a market cap of $14.18 billion, a P/E ratio of 20.38, a P/E/G ratio of 1.26 and a beta of 1.57. The company's 50-day moving average price is $70.58 and its two-hundred day moving average price is $76.95.
TransUnion (NYSE:TRU - Get Free Report) last released its earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating the consensus estimate of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same period last year, the firm earned $1.05 EPS. The business's quarterly revenue was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, analysts anticipate that TransUnion will post 4.21 earnings per share for the current fiscal year.
TransUnion Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th will be paid a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Wednesday, May 27th. TransUnion's dividend payout ratio (DPR) is presently 13.85%.
Wall Street Analysts Forecast Growth
A number of research firms recently issued reports on TRU. The Goldman Sachs Group lowered their price objective on shares of TransUnion from $92.00 to $80.00 and set a "neutral" rating for the company in a research report on Friday, February 13th. Mizuho initiated coverage on shares of TransUnion in a research report on Thursday, April 16th. They set a "neutral" rating and a $80.00 price objective for the company. New Street Research set a $100.00 target price on shares of TransUnion in a research note on Wednesday, March 11th. Morgan Stanley decreased their target price on shares of TransUnion from $105.00 to $100.00 and set an "overweight" rating on the stock in a research note on Wednesday, March 11th. Finally, Robert W. Baird set a $108.00 target price on shares of TransUnion in a research note on Wednesday, April 29th. 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 stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $91.27.
View Our Latest Stock Report on TransUnion
Institutional Investors Weigh In On TransUnion
A number of institutional investors have recently added to or reduced their stakes in TRU. Royal Bank of Canada grew its holdings in TransUnion by 85.3% during the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider's stock worth $6,288,000 after acquiring an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings 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. Invesco Ltd. grew its holdings in TransUnion by 4.5% during the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider's stock worth $50,917,000 after acquiring an additional 24,736 shares during the last quarter. EverSource Wealth Advisors LLC grew its holdings in TransUnion by 59.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider's stock worth $46,000 after acquiring an additional 197 shares during the last quarter. Finally, The Manufacturers Life Insurance Company grew its holdings in TransUnion by 2.2% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider's stock worth $50,690,000 after acquiring an additional 12,280 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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