Brokerages Set TransUnion (NYSE:TRU) Target Price at $103.54

09 Jan 2026, 05:02 by Renee Jackson · The Cerbat Gem

TransUnion (NYSE:TRU – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the fifteen research firms that are covering the company, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, five have assigned a hold rating and nine have given a buy rating to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $103.5385.

Several brokerages have recently commented on TRU. Seaport Res Ptn upgraded shares of TransUnion to a “hold” rating in a report on Wednesday, October 1st. Robert W. Baird set a $125.00 price target on TransUnion in a research note on Friday, October 24th. UBS Group set a $90.00 price target on TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. The Goldman Sachs Group boosted their price objective on TransUnion from $78.00 to $86.00 and gave the company a “neutral” rating in a report on Friday, October 24th. Finally, JPMorgan Chase & Co. decreased their target price on TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a research note on Friday, October 24th.

Read Our Latest Report on TransUnion

TransUnion Price Performance

NYSE:TRU opened at $84.46 on Friday. TransUnion has a 52 week low of $66.38 and a 52 week high of $101.19. The stock’s fifty day moving average is $83.65 and its two-hundred day moving average is $86.52. The company has a market capitalization of $16.40 billion, a P/E ratio of 39.47, a P/E/G ratio of 1.58 and a beta of 1.72. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU – Get Free Report) last issued its quarterly earnings data on Thursday, October 23rd. The business services provider reported $1.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.04 by $0.06. TransUnion had a return on equity of 16.05% and a net margin of 9.47%.The firm had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. During the same period last year, the company earned $1.04 EPS. The company’s quarterly revenue was up 7.8% on a year-over-year basis. TransUnion has set its Q4 2025 guidance at 0.970-1.02 EPS and its FY 2025 guidance at 4.190-4.250 EPS. Equities analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 8th. Stockholders of record on Friday, November 21st were paid a $0.115 dividend. The ex-dividend date of this dividend was Friday, November 21st. This represents a $0.46 annualized dividend and a dividend yield of 0.5%. TransUnion’s dividend payout ratio (DPR) is presently 21.50%.

Insider Activity at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $84.04, for a total transaction of $84,040.00. Following the sale, the insider directly owned 62,592 shares of the company’s stock, valued at $5,260,231.68. This represents a 1.57% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Todd C. Skinner sold 500 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $42,855.00. Following the sale, the insider owned 32,225 shares in the company, valued at approximately $2,762,004.75. This trade represents a 1.53% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 8,318 shares of company stock worth $704,958. Corporate insiders own 0.22% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. State Street Corp raised its position 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 in the last quarter. Independent Franchise Partners LLP raised its holdings in TransUnion by 119.5% in the second quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after acquiring an additional 2,530,335 shares in the last quarter. Invesco Ltd. lifted its stake in TransUnion by 355.9% in the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock worth $220,993,000 after acquiring an additional 2,059,177 shares during the last quarter. Norges Bank purchased a new position in TransUnion in the second quarter worth approximately $150,333,000. Finally, Egerton Capital UK LLP acquired a new position in TransUnion during the 3rd quarter worth approximately $122,742,000.

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.