Key Points
- Insider sale: TransUnion EVP Mohamed Abdelsadek sold 250 shares at an average price of $62.29, totaling $15,572.50. The transaction was executed under a pre-arranged Rule 10b5-1 plan, leaving him with 53,181 shares.
- Financial performance: TransUnion exceeded quarterly expectations with adjusted EPS of $1.23 and revenue of $1.31 billion, up 14.9% year over year. The company provided Q3 and full-year 2026 earnings guidance.
- Mixed analyst outlook: The stock carries a “Moderate Buy” consensus rating with an average price target of $92.75, though recent upgrades from Wells Fargo and Baird were offset by price-target cuts from Goldman Sachs and Barclays.
TransUnion (NYSE:TRU - Get Free Report) EVP Mohamed Abdelsadek sold 250 shares of the company's stock in a transaction on Thursday, October 1st. The shares were sold at an average price of $62.29, for a total value of $15,572.50. Following the completion of the sale, the executive vice president owned 53,181 shares in the company, valued at $3,312,644.49. This trade represents a 0.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Mohamed Abdelsadek also recently made the following trade(s):
- On Monday, September 14th, Mohamed Abdelsadek sold 1,250 shares of TransUnion stock. The shares were sold at an average price of $79.07, for a total transaction of $98,837.50.
- On Tuesday, July 28th, Mohamed Abdelsadek sold 23,495 shares of TransUnion stock. The stock was sold at an average price of $85.00, for a total value of $1,997,075.00.
TransUnion Trading Up 2.1%
Shares of TRU opened at $63.48 on Friday. The stock has a fifty day moving average price of $77.83 and a two-hundred day moving average price of $73.64. The company has a market cap of $12.16 billion, a price-to-earnings ratio of 16.75, a PEG ratio of 1.03 and a beta of 1.58. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. TransUnion has a 52-week low of $60.96 and a 52-week high of $89.12.
TransUnion (NYSE:TRU - Get Free Report) last issued its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts' consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the prior year, the firm earned $1.08 EPS. The company's revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Analysts predict that TransUnion will post 4.23 EPS for the current fiscal year.
TransUnion Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a dividend of $0.1250 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Thursday, August 20th. TransUnion's dividend payout ratio is 13.19%.
Institutional Trading of TransUnion
Institutional investors have recently modified their holdings of the business. QRG Capital Management Inc. increased its position in shares of TransUnion by 7.4% during the second quarter. QRG Capital Management Inc. now owns 3,748 shares of the business services provider's stock worth $270,000 after buying an additional 257 shares during the period. Andra AP fonden bought a new position in shares of TransUnion in the 2nd quarter worth $5,317,000. Junto Capital Management LP acquired a new position in shares of TransUnion during the second quarter valued at about $78,975,000. National Pension Service boosted its stake in TransUnion by 174.8% during the 2nd quarter. National Pension Service now owns 32,791 shares of the business services provider's stock valued at $2,366,000 after purchasing an additional 20,860 shares during the last quarter. Finally, C WorldWide Group Holding A S grew its holdings in TransUnion by 1.1% during the second quarter. C WorldWide Group Holding A S now owns 127,804 shares of the business services provider's stock worth $9,220,000 after buying an additional 1,352 shares in the last quarter.
Key Stories Impacting TransUnion
Here are the key news stories impacting TransUnion this week:
- Positive Sentiment: Morgan Stanley reiterated a Buy rating and maintained a $106 price target, saying risks related to the company’s “bi-merge” transition appear limited. The target implies substantial upside from recent trading levels and likely supported the stock. Morgan Stanley TransUnion rating article
- Positive Sentiment: A TransUnion CIBIL-FIDC report found that nonbank finance companies now account for about half of India’s new-to-credit borrowers, up from 24% in 2016. The trend points to expanding credit access and potentially stronger long-term demand for TransUnion’s credit information and analytics services, though the report does not provide a direct earnings forecast. TransUnion CIBIL-FIDC report
- Neutral Sentiment: TransUnion will report third-quarter 2026 results on October 27, with an earnings call at 8:30 a.m. Central Time. The announcement provides a near-term catalyst, but offers no new operating or financial information before the release. TransUnion earnings release date
- Negative Sentiment: EVP Mohamed Abdelsadek sold 250 shares and international President Todd Skinner sold 1,000 shares at approximately $62.29. Both transactions were made under pre-arranged Rule 10b5-1 plans, limiting their signaling value, but the sales add to a broader pattern of insider selling.
- Negative Sentiment: Recent reports also cited a Goldman Sachs downgrade and a reduction in its price target, creating valuation pressure and partially offsetting Morgan Stanley’s bullish stance. TransUnion analyst downgrade Goldman Sachs TransUnion price target article
Analyst Upgrades and Downgrades
Several research analysts have recently issued reports on TRU shares. Wells Fargo & Company raised their price target on TransUnion from $90.00 to $102.00 and gave the stock an "overweight" rating in a research report on Wednesday, July 29th. The Goldman Sachs Group cut their price target on shares of TransUnion from $77.00 to $68.00 and set a "neutral" rating on the stock in a research note on Friday. Robert W. Baird lifted their target price on TransUnion from $108.00 to $115.00 and gave the company an "outperform" rating in a research report on Wednesday, July 29th. Wall Street Zen cut TransUnion from a "buy" rating to a "hold" rating in a research note on Saturday. Finally, Barclays cut their price objective on TransUnion from $85.00 to $70.00 and set an "equal weight" rating for the company in a research report on Friday. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $92.75.
Get Our Latest Analysis on TRU
About TransUnion
(
Get Free Report)
TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.
Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.
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