TransUnion’s (TRU) Buy Rating Reaffirmed at Needham & Company LLC

Needham & Company LLC reiterated their buy rating on shares of TransUnion (NYSE:TRU) in a research report released on Wednesday,Benzinga reports. Needham & Company LLC currently has a $95.00 price target on the business services provider’s stock.

Several other equities research analysts have also issued reports on the company. Bank of America started coverage on TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price objective for the company. Barclays dropped their price objective on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, February 13th. Mizuho started coverage on TransUnion in a research note on Thursday, April 16th. They set a “neutral” rating and a $80.00 price objective for the company. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research note on Monday, April 20th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $111.00 price objective on shares of TransUnion in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $91.47.

TransUnion Price Performance

NYSE:TRU opened at $70.53 on Wednesday. The firm has a market capitalization of $13.61 billion, a price-to-earnings ratio of 30.40, a P/E/G ratio of 1.27 and a beta of 1.71. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39. The stock has a fifty day moving average of $72.64 and a 200 day moving average of $78.58. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.11 by $0.07. The company had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.25 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm’s quarterly revenue was up 13.7% on a year-over-year basis. During the same quarter last year, the company earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, research analysts expect that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were given a dividend of $0.125 per share. The ex-dividend date was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is 21.55%.

Insider Transactions at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $69.20, for a total transaction of $34,600.00. Following the sale, the insider owned 55,763 shares in the company, valued at $3,858,799.60. This trade represents a 0.89% decrease in their ownership of the stock. 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, EVP Heather J. Russell sold 1,983 shares of the firm’s stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $80.00, for a total value of $158,640.00. Following the sale, the executive vice president owned 39,080 shares in the company, valued at $3,126,400. The trade was a 4.83% 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. Over the last ninety days, insiders have sold 13,729 shares of company stock worth $1,031,619. Company insiders own 0.37% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Eagle Bay Advisors LLC purchased a new position in shares of TransUnion in the fourth quarter worth about $25,000. Board of the Pension Protection Fund purchased a new position in shares of TransUnion in the fourth quarter worth about $26,000. Geneos Wealth Management Inc. increased its holdings in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the period. True Wealth Design LLC increased its holdings in shares of TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after buying an additional 245 shares during the period. Finally, Cornerstone Planning Group LLC increased its holdings in shares of TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after buying an additional 220 shares during the period.

TransUnion News Summary

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion reported a stronger-than-expected Q1: $1.18 EPS (vs. $1.11 consensus) and revenue up ~13.7% YoY — the core beat is the primary bullish catalyst. GlobeNewswire: Q1 Results
• Positive Sentiment: Earnings-call takeaways emphasized AI-fueled growth initiatives and strategic moves seen as supporting longer-term revenue and margin expansion. This narrative is prompting investor optimism. TipRanks: Earnings Call Highlights
• Positive Sentiment: Needham & Company reaffirmed a “buy” rating and $95 price target, supporting upside thesis (analyst optimism around growth and margin leverage). Benzinga: Needham Rating
• Positive Sentiment: Analyst/industry write-ups (Seeking Alpha) highlight continued organic growth and a smart acquisition strategy, reinforcing the bullish case for recurring revenue expansion. Seeking Alpha: Organic Growth Article
• Neutral Sentiment: Q2 2026 EPS guidance was set to $1.130–1.150 (consensus ~1.150) and revenue guidance essentially in line with estimates — guidance is not a clear beat, so it tempers upside. MarketBeat: Guidance & Transcript
• Neutral Sentiment: Full earnings materials and transcripts are available (useful for investors wanting detail on investor Q&A and segment trends). Yahoo: Q1 Transcript
• Negative Sentiment: JPMorgan trimmed its price target from $95 to $90 — a slight pullback in enthusiasm that could cap near-term upside despite the firm keeping an “overweight” rating. Benzinga: JPMorgan PT Cut

TransUnion Company Profile

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.