TransUnion (NYSE:TRU) Shares Gap Down Following Insider Selling

Posted by Brenda Bartman on Sep 4th, 2026

TransUnion (NYSE:TRU – Get Free Report) shares gapped down before the market opened on Friday following insider selling activity. The stock had previously closed at $84.92, but opened at $76.46. TransUnion shares last traded at $77.2650, with a volume of 464,285 shares changing hands.

Specifically, insider Steven Chaouki sold 1,000 shares of the stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $84.42, for a total value of $84,420.00. Following the completion of the transaction, the insider owned 79,888 shares in the company, valued at $6,744,144.96. This trade represents a 1.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd Skinner sold 1,000 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $84.42, for a total transaction of $84,420.00. Following the completion of the sale, the insider owned 55,764 shares of the company’s stock, valued at $4,707,596.88. This trade represents a 1.76% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In other TransUnion news, CAO Jennifer Williams sold 1,070 shares of the company’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 transaction, the chief accounting officer directly owned 4,327 shares in the company, valued at approximately $365,934.39. This represents a 19.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Analysts Set New Price Targets

A number of research firms have recently issued reports on TRU. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Wells Fargo & Company upped their price target on TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $106.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th. Stifel Nicolaus lifted their price objective on TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, Barclays upped their target price on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

Read Our Latest Report on TRU

TransUnion Stock Down 8.5%

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 firm’s 50-day moving average price is $79.59 and its 200 day moving average price is $74.10. The firm has a market capitalization of $14.89 billion, a price-to-earnings ratio of 20.51, a price-to-earnings-growth ratio of 1.36 and a beta of 1.54.

TransUnion (NYSE:TRU – Get Free Report) last posted its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.TransUnion’s revenue was up 14.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $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. Sell-side analysts expect that TransUnion will post 4.24 EPS for the current year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be paid a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is presently 13.19%.

Institutional Trading of TransUnion

A number of large investors have recently made changes to their positions in TRU. Mirabaud Asset Management Ltd boosted its position in TransUnion by 49.3% during the fourth quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock worth $7,221,000 after acquiring an additional 25,381 shares during the last quarter. Financiere des Professionnels Fonds d investissement inc. raised its holdings in TransUnion by 18.6% in the 4th quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock valued at $25,078,000 after acquiring an additional 45,840 shares during the last quarter. BNP Paribas Financial Markets lifted its stake in shares of TransUnion by 280.6% during the 4th quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock worth $23,114,000 after purchasing an additional 198,726 shares during the period. PBCay One RSC Ltd purchased a new position in shares of TransUnion during the 4th quarter worth $52,131,000. Finally, Norges Bank acquired a new stake in shares of TransUnion during the fourth quarter worth $89,069,000.

TransUnion Company Profile

(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.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.