TransUnion (NYSE:TRU - Get Free Report) EVP Mohamed Abdelsadek sold 23,495 shares of the business's stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the transaction, the executive vice president directly owned 57,182 shares in the company, valued at approximately $4,860,470. This represents a 29.12% decrease in their position. The transaction was disclosed in a legal 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 Up 0.0%
Shares of TRU opened at $83.84 on Thursday. The company has a market cap of $16.16 billion, a PE ratio of 22.12, a P/E/G ratio of 1.50 and a beta of 1.55. The business has a fifty day moving average of $72.70 and a 200 day moving average of $73.63. TransUnion has a 52-week low of $63.37 and a 52-week high of $99.39. The company has a quick ratio of 1.93, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.
TransUnion (NYSE:TRU - Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period in the previous year, the firm earned $1.08 earnings per share. TransUnion's quarterly revenue was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, sell-side analysts expect that TransUnion will post 4.14 EPS for the current year.
TransUnion Dividend Announcement
The company also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were paid a dividend of $0.125 per share. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion's payout ratio is currently 13.19%.
Wall Street Analyst Weigh In
Several analysts have issued reports on the stock. Stifel Nicolaus raised their price objective on shares of TransUnion from $88.00 to $96.00 and gave the stock a "buy" rating in a research note on Wednesday. BNP Paribas Exane raised TransUnion from a "neutral" rating to an "outperform" rating in a research note on Tuesday. Morgan Stanley reiterated an "overweight" rating and issued a $106.00 price target on shares of TransUnion in a report on Wednesday. JPMorgan Chase & Co. decreased their price target on TransUnion from $95.00 to $90.00 and set an "overweight" rating for the company in a research note on Wednesday, April 29th. Finally, UBS Group boosted their price objective on TransUnion from $72.00 to $77.00 and gave the company a "neutral" rating in a report on Thursday, July 2nd. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $94.38.
View Our Latest Report on TransUnion
Institutional Investors Weigh In On TransUnion
Several large investors have recently added to or reduced their stakes in the stock. Global Retirement Partners LLC grew its stake in TransUnion by 26.1% in the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider's stock worth $59,000 after acquiring an additional 143 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its stake in shares of TransUnion by 14.7% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider's stock valued at $82,000 after acquiring an additional 152 shares in the last quarter. CIBC Asset Management Inc boosted its holdings in shares of TransUnion by 2.2% in the fourth quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider's stock valued at $734,000 after purchasing an additional 182 shares during the period. Parallel Advisors LLC boosted its holdings in shares of TransUnion by 29.5% in the fourth quarter. Parallel Advisors LLC now owns 829 shares of the business services provider's stock valued at $71,000 after purchasing an additional 189 shares during the period. Finally, IHT Wealth Management LLC grew its stake in TransUnion by 7.9% in the fourth quarter. IHT Wealth Management LLC now owns 2,659 shares of the business services provider's stock worth $228,000 after purchasing an additional 195 shares in the last quarter.
Key TransUnion News
Here are the key news stories impacting TransUnion this week:
- Positive Sentiment: TransUnion reported second-quarter revenue of $1.31 billion, up 14.9% year over year and above the $1.28 billion consensus estimate. Adjusted EPS of $1.23 also exceeded expectations of approximately $1.14-$1.16 and rose from $1.08 a year earlier. TransUnion Announces Strong Second Quarter 2026 Results
- Positive Sentiment: Management raised fiscal 2026 EPS guidance to $4.75-$4.83, above the $4.67 consensus, while forecasting full-year revenue of $5.1-$5.2 billion. Growth in financial services, international markets and acquisition-related expansion—particularly in Latin America—supported investor enthusiasm.
- Positive Sentiment: Analysts increased their targets after the results: Wells Fargo raised its target to $102 from $90 and retained an Overweight rating; Baird lifted its target to $115 from $108 with an Outperform rating; Needham raised its target to $100 from $95 with a Buy rating; and Barclays increased its target to $85 from $80 while maintaining Equal Weight. TransUnion Strong Q2 Beat and Raised Guidance
- Neutral Sentiment: Third-quarter EPS guidance of $1.18-$1.21 is broadly in line with consensus, suggesting investors may now look for continued execution to justify the rally and the stock’s elevated valuation.
- Negative Sentiment: EVP Mohamed Abdelsadek sold 23,495 shares worth nearly $2.0 million under a pre-arranged Rule 10b5-1 plan. Quiver data also shows 14 insider sales and no purchases over the past six months, a potential sentiment concern, although planned sales do not necessarily signal deteriorating business conditions. SEC Insider Sale Filing
- Negative Sentiment: The company flagged a surge in auto-loan fraud losses, which could pressure lending-related customers and remains a risk to credit-market growth.
TransUnion Company Profile
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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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