TransUnion (NYSE:TRU) Stock Gets Price Target Reduction from Needham & Company LLC

Posted by Francis Steltz on Oct 13th, 2026

TransUnion (NYSE:TRU – Get Free Report) had its price objective reduced by equities research analysts at Needham & Company LLC from $100.00 to $85.00 in a research note issued on Tuesday, Benzinga reports. The firm currently has a “buy” rating on the business services provider’s stock. Needham & Company LLC’s price objective would suggest a potential upside of 28.79% from the company’s previous close.

A number of other research firms have also commented on TRU. BMO Capital Markets lifted their target price on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Barclays lowered their target price on TransUnion from $85.00 to $70.00 and set an “equal weight” rating for the company in a research note on Friday, October 2nd. Mizuho cut their price target on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research note on Thursday, July 2nd. Griffin Securities set a $98.00 price target on shares of TransUnion in a report on Wednesday, July 29th. Finally, Robert W. Baird increased their price objective on shares of TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Nine equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $91.73.

Check Out Our Latest Stock Analysis on TRU

TransUnion Trading Up 0.8%

TRU opened at $66.00 on Tuesday. TransUnion has a 1-year low of $60.96 and a 1-year high of $89.12. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. The firm has a 50-day moving average price of $75.88 and a two-hundred day moving average price of $73.36. The stock has a market capitalization of $12.65 billion, a PE ratio of 17.41, a PEG ratio of 1.11 and a beta of 1.58.

TransUnion (NYSE:TRU – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 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 14.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, equities analysts anticipate that TransUnion will post 4.24 earnings per share for the current fiscal year.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $84.42, for a total value of $84,420.00. Following the completion of the transaction, the insider directly owned 79,888 shares in the company, valued at $6,744,144.96. This trade represents a 1.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, October 1st. The shares were sold at an average price of $62.29, for a total value of $62,290.00. Following the completion of the transaction, the insider owned 54,764 shares of the company’s stock, valued at approximately $3,411,249.56. This represents a 1.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 62,975 shares of company stock valued at $5,062,870 in the last ninety days. Insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Large investors have recently made changes to their positions in the stock. Legacy Wealth Asset Management LLC grew its stake in shares of TransUnion by 20.5% in the third quarter. Legacy Wealth Asset Management LLC now owns 10,675 shares of the business services provider’s stock valued at $652,000 after buying an additional 1,815 shares in the last quarter. Central Pacific Bank Trust Division increased its holdings in TransUnion by 15.1% during the third quarter. Central Pacific Bank Trust Division now owns 6,850 shares of the business services provider’s stock worth $419,000 after buying an additional 900 shares during the last quarter. QRG Capital Management Inc. raised its position in TransUnion by 7.4% during the second quarter. QRG Capital Management Inc. now owns 3,748 shares of the business services provider’s stock worth $270,000 after acquiring an additional 257 shares in the last quarter. Andra AP fonden bought a new stake in TransUnion during the second quarter worth $5,317,000. Finally, Junto Capital Management LP bought a new stake in TransUnion during the second quarter worth $78,975,000.

About TransUnion

(Get Free Report)

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.