Stifel Nicolaus Has Lowered Expectations for TransUnion (NYSE:TRU) Stock Price

by · The Cerbat Gem

TransUnion (NYSE:TRU – Get Free Report) had its price target cut by Stifel Nicolaus from $96.00 to $90.00 in a research note issued to investors on Wednesday, Benzinga reports. The brokerage currently has a “buy” rating on the business services provider’s stock. Stifel Nicolaus‘s price objective indicates a potential upside of 21.61% from the company’s current price.

Several other analysts also recently commented on the stock. Mizuho reduced their target price on shares of TransUnion from $77.00 to $74.00 and set a “neutral” rating for the company in a report on Monday, October 19th. Needham & Company LLC upped their target price on TransUnion from $85.00 to $95.00 and gave the company a “buy” rating in a research report on Wednesday. Morgan Stanley cut their price target on TransUnion from $106.00 to $97.00 and set an “overweight” rating for the company in a research note on Tuesday, October 13th. Barclays reduced their target price on TransUnion from $85.00 to $70.00 and set an “equal weight” rating on the stock in a report on Friday, October 2nd. Finally, BNP Paribas Exane upgraded TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Ten investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $90.69.

View Our Latest Stock Analysis on TRU

TransUnion Stock Performance

TRU stock traded down $1.41 during trading hours on Wednesday, reaching $74.01. The stock had a trading volume of 1,680,778 shares, compared to its average volume of 2,558,259. The stock has a 50-day simple moving average of $74.93 and a 200 day simple moving average of $74.41. TransUnion has a fifty-two week low of $60.96 and a fifty-two week high of $89.12. The stock has a market capitalization of $14.18 billion, a PE ratio of 19.51, a price-to-earnings-growth ratio of 1.48 and a beta of 1.58. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

TransUnion (NYSE:TRU – Get Free Report) last released its quarterly earnings data on Tuesday, October 27th. The business services provider reported $1.25 earnings per share for the quarter, topping the consensus estimate of $1.21 by $0.04. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.31 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. TransUnion’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.10 EPS. Analysts predict that TransUnion will post 4.24 EPS for the current fiscal year.

Insider Buying and Selling

In other news, EVP Venkat Achanta sold 23,287 shares of the stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $77.00, for a total transaction of $1,793,099.00. Following the completion of the sale, the executive vice president directly owned 196,912 shares in the company, valued at $15,162,224. This represents a 10.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Jennifer Williams sold 1,070 shares of TransUnion stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the completion of the transaction, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at approximately $365,934.39. This trade represents a 19.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 41,377 shares of company stock valued at $3,200,570 over the last quarter. 0.37% of the stock is currently owned by company insiders.

Institutional Trading of TransUnion

Several hedge funds have recently bought and sold shares of TRU. Root Financial Partners LLC acquired a new position in shares of TransUnion during the third quarter valued at about $37,000. Essential Partners LLC lifted its position in TransUnion by 63.7% in the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after acquiring an additional 237 shares in the last quarter. CX Institutional boosted its stake in TransUnion by 263.0% during the 2nd quarter. CX Institutional now owns 668 shares of the business services provider’s stock valued at $48,000 after purchasing an additional 484 shares during the last quarter. Global Retirement Partners LLC acquired a new position in TransUnion during the 2nd quarter valued at about $53,000. Finally, Signaturefd LLC boosted its stake in TransUnion by 42.6% during the 3rd quarter. Signaturefd LLC now owns 887 shares of the business services provider’s stock valued at $54,000 after purchasing an additional 265 shares during the last quarter.

TransUnion News Roundup

Here are the key news stories impacting TransUnion this week:

  • Positive Sentiment: TransUnion reported third-quarter adjusted earnings of $1.25 per share, exceeding the $1.21 analyst consensus, while revenue rose 12.2% year over year to approximately $1.31 billion, broadly matching expectations. TransUnion Announces Strong Third Quarter 2026 Results
  • Positive Sentiment: Management indicated 2026 organic constant-currency revenue growth of roughly 8% to 9% and plans to repurchase approximately $500 million of stock, supporting the earnings-per-share outlook. TransUnion 2026 Growth and Buyback Plans
  • Positive Sentiment: The company raised its quarterly dividend 8% to $0.135 per share and expanded its share-repurchase authorization to $2 billion, signaling confidence in cash generation and increasing shareholder returns. TransUnion Dividend Increase and Buyback Expansion
  • Positive Sentiment: Needham raised its price target from $85 to $95 and assigned a “buy” rating, implying substantial upside from recent trading levels.
  • Neutral Sentiment: TransUnion launched transaction-matching tools for merchants and reported that nearly half of Canadians surveyed had been targeted by digital fraud. Rising fraud activity could support demand for identity, verification and risk-management services, although the immediate revenue impact is uncertain. Canadian Digital Fraud Survey
  • Negative Sentiment: Although quarterly results were strong, revenue guidance for the upcoming quarter was described as slightly below expectations. Investors also focused on margin concerns and mortgage-market headwinds, contributing to a sell-the-news reaction after the earnings release. TransUnion Stock Reaction to Q3 Earnings

About TransUnion

(Get Free Report)

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. The company collects, analyzes and delivers data related to credit, identity, fraud and consumer behavior, serving customers across financial services, insurance, healthcare, retail, telecommunications and other industries.

Its products and services include consumer credit reports and scores, credit-risk assessment, marketing and audience insights, identity verification, fraud detection, investigative tools and decisioning software.

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