TransUnion (NYSE:TRU) Rating Lowered to “Hold” at Wall Street Zen

by · The Cerbat Gem

TransUnion (NYSE:TRU – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued to investors on Monday, Wall Street Zen reports.

TRU has been the subject of several other research reports. The Goldman Sachs Group reissued a “neutral” rating and issued a $82.00 price objective on shares of TransUnion in a research note on Tuesday, July 28th. Barclays increased their price target on TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 29th. Robert W. Baird raised their price target on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Mizuho dropped their price objective on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a report on Thursday, July 2nd. Finally, Bank of America cut their price objective on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. Ten research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $94.38.

Get Our Latest Research Report on TransUnion

TransUnion Price Performance

NYSE:TRU opened at $77.07 on Monday. The firm has a market capitalization of $14.77 billion, a price-to-earnings ratio of 20.34, a PEG ratio of 1.30 and a beta of 1.54. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The business has a 50 day simple moving average of $80.03 and a 200-day simple moving average of $74.31. TransUnion has a 1 year low of $63.37 and a 1 year high of $95.50.

TransUnion (NYSE:TRU – Get Free Report) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.07. The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Equities analysts forecast that TransUnion will post 4.24 EPS for the current year.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Mohamed Abdelsadek sold 23,495 shares of the firm’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the transaction, the executive vice president owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. This trade represents a 29.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 1,070 shares of the business’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $84.57, for a total transaction of $90,489.90. Following the completion of the sale, the chief accounting officer owned 4,327 shares of the company’s stock, valued at approximately $365,934.39. This represents a 19.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 72,447 shares of company stock worth $5,762,970. Insiders own 0.37% of the company’s stock.

Institutional Trading of TransUnion

Several hedge funds and other institutional investors have recently bought and sold shares of TRU. BlackRock Inc. acquired a new stake in shares of TransUnion in the second quarter worth approximately $1,367,560,000. Independent Franchise Partners LLP raised its stake 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. Jupiter Topco LLC purchased a new position in TransUnion in the 2nd quarter valued at $280,292,000. Meritage Group LP acquired a new position in TransUnion during the second quarter worth about $263,751,000. Finally, William Blair Investment Management LLC purchased a new stake in shares of TransUnion in the second quarter valued at approximately $191,080,000.

Key TransUnion News

Here are the key news stories impacting TransUnion this week:

  • Positive Sentiment: TransUnion highlighted its data-driven advertising and audience-insights strategy through TruAudience, supporting the case for continued expansion in its marketing and data-solutions business. Getting Your Data House in Order with Matt Spiegel
  • Positive Sentiment: Recent commentary points to international growth, strong liquidity and rising cash flow as potential drivers of future capital returns. TransUnion’s latest quarterly results also exceeded expectations, with revenue rising 14.9% year over year and earnings topping consensus estimates. TRU Stock Rises 17.1% in Three Months
  • Neutral Sentiment: At Barclays’ financial-services conference, management discussed the company’s outlook and business strategy. The presentation provides investors with additional context on growth initiatives and execution, but no clearly new guidance was identified in the available report. Barclays Conference Transcript
  • Neutral Sentiment: Analyst views remain mixed. TransUnion retains a “Moderate Buy” consensus, but some firms maintain neutral ratings or have reduced targets, suggesting valuation and execution concerns could limit near-term upside. Analysts Offer Insights on TransUnion
  • Negative Sentiment: Executive Vice President Venkat Achanta sold 23,287 TransUnion shares for approximately $1.79 million, reducing his direct ownership by 10.58%. Although insider sales do not necessarily signal deteriorating fundamentals, the transaction can weigh on sentiment. TransUnion EVP Sells Stock
  • Negative Sentiment: Wall Street Zen downgraded TransUnion from “buy” to “hold,” adding to the cautious analyst signals surrounding the shares. TransUnion Rating Lowered

TransUnion Company Profile

(Get Free Report)

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.

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