Key Points
- TransUnion insider Steven Chaouki sold 5,000 shares on June 1 at an average price of $70.73, totaling about $353,650. The sale, made under a pre-arranged Rule 10b5-1 plan, reduced his direct ownership by 4.77%.
- The company recently posted solid quarterly results, with EPS of $1.18 and revenue of $1.25 billion, both ahead of analyst expectations. TransUnion also raised Q2 2026 guidance and saw revenue rise 13.7% year over year.
- Wall Street remains cautiously positive, with TransUnion carrying a consensus “Moderate Buy” rating and an average price target of $91.27. However, several analysts have trimmed their targets, and recent insider selling has weighed on sentiment.
TransUnion (NYSE:TRU - Get Free Report) insider Todd Skinner sold 1,000 shares of the firm's stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $70,730.00. Following the sale, the insider directly owned 65,634 shares in the company, valued at approximately $4,642,292.82. This trade represents a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
TransUnion Stock Down 5.8%
TransUnion stock opened at $69.49 on Thursday. The firm has a market cap of $13.40 billion, a price-to-earnings ratio of 19.25, a price-to-earnings-growth ratio of 1.30 and a beta of 1.56. TransUnion has a 52 week low of $64.51 and a 52 week high of $99.39. The business's 50-day moving average price is $70.60 and its 200 day moving average price is $76.80. 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 (NYSE:TRU - Get Free Report) last posted its earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, topping the consensus estimate of $1.11 by $0.07. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.TransUnion's revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period last year, the company earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, sell-side analysts anticipate that TransUnion will post 4.21 earnings per share for the current year.
TransUnion Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Wednesday, May 27th will be issued a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion's dividend payout ratio (DPR) is 13.85%.
Hedge Funds Weigh In On TransUnion
A number of institutional investors and hedge funds have recently added to or reduced their stakes in TRU. Dodge & Cox acquired a new position in TransUnion in the 4th quarter valued at about $843,952,000. Independent Franchise Partners LLP boosted its holdings in 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 valued at $783,489,000 after purchasing an additional 4,561,619 shares during the last quarter. State Street Corp boosted its holdings in TransUnion by 62.2% in the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider's stock valued at $568,177,000 after purchasing an additional 2,600,425 shares during the last quarter. Invesco Ltd. lifted its stake in shares of TransUnion by 355.9% in the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider's stock valued at $220,993,000 after purchasing an additional 2,059,177 shares during the last quarter. Finally, Egerton Capital UK LLP acquired a new position in shares of TransUnion in the 3rd quarter valued at $122,742,000.
Analyst Upgrades and Downgrades
TRU has been the topic of several analyst reports. New Street Research set a $100.00 target price on TransUnion in a report on Wednesday, March 11th. Wall Street Zen cut shares of TransUnion from a "buy" rating to a "hold" rating in a research note on Saturday, April 18th. Robert W. Baird set a $108.00 target price on shares of TransUnion in a research note on Wednesday, April 29th. 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 research note on Friday, February 13th. Finally, Morgan Stanley lowered their price target on TransUnion from $105.00 to $100.00 and set an "overweight" rating on the stock in a research note on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, TransUnion has a consensus rating of "Moderate Buy" and a consensus price target of $91.27.
Read Our Latest Stock Report on TRU
Key TransUnion News
Here are the key news stories impacting TransUnion this week:
- Positive Sentiment: TransUnion expanded its TruIQ data-enrichment tools on Snowflake AI Data Cloud, which could support growth in its credit marketing and analytics business by enabling secure prescreen campaigns at scale. Article Title
- Positive Sentiment: The company was named 2026 Media and Entertainment Snowflake Product Partner of the Year, signaling stronger adoption of its cloud-native identity solutions and reinforcing its partnership momentum. Article Title
- Positive Sentiment: Analysts continue to rate TransUnion a “Moderate Buy,” suggesting Wall Street still sees upside despite recent stock pressure. Article Title
- Neutral Sentiment: TransUnion’s conference presentations this week were informative for investors, but they do not appear to include a major new catalyst on their own. Article Title
- Negative Sentiment: Multiple insider share sales, including a 5,000-share sale by Steven Chaouki and a 1,000-share sale by Todd C. Skinner, may be pressuring sentiment even though both trades were made under 10b5-1 plans. Article Title
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.
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