The Goldman Sachs Group Cuts TransUnion (NYSE:TRU) Price Target to $83.00

TransUnion (NYSE:TRU) had its target price reduced by The Goldman Sachs Group from $96.00 to $83.00 in a research note published on Thursday morning,Benzinga reports. The Goldman Sachs Group currently has a neutral rating on the business services provider’s stock.

Other analysts have also issued reports about the company. Seaport Res Ptn upgraded TransUnion to a “hold” rating in a research report on Wednesday. Oppenheimer boosted their target price on TransUnion from $100.00 to $108.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 8th. UBS Group restated a “neutral” rating and set a $105.00 target price (up from $98.00) on shares of TransUnion in a research report on Friday, July 25th. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research report on Sunday, August 3rd. Finally, BMO Capital Markets boosted their target price on TransUnion from $115.00 to $118.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. Eleven investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $110.79.

TransUnion Price Performance

Shares of TRU stock opened at $77.39 on Thursday. The stock has a 50-day moving average price of $89.21 and a 200 day moving average price of $86.60. The company has a quick ratio of 2.02, a current ratio of 2.03 and a debt-to-equity ratio of 1.09. The firm has a market cap of $15.08 billion, a price-to-earnings ratio of 38.70, a PEG ratio of 2.17 and a beta of 1.71. TransUnion has a 12 month low of $66.38 and a 12 month high of $113.17.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Thursday, July 24th. The business services provider reported $1.08 EPS for the quarter, topping analysts’ consensus estimates of $0.99 by $0.09. The firm had revenue of $1.14 billion during the quarter, compared to analyst estimates of $1.10 billion. TransUnion had a return on equity of 16.08% and a net margin of 8.99%.The company’s revenue was up 9.5% on a year-over-year basis. During the same period last year, the company earned $0.99 earnings per share. TransUnion has set its FY 2025 guidance at 4.030-4.140 EPS. Q3 2025 guidance at 0.990-1.040 EPS. Research 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, September 8th. Stockholders of record on Friday, August 22nd were issued a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, August 22nd. TransUnion’s payout ratio is 23.00%.

Insider Activity

In other news, EVP Heather J. Russell sold 5,337 shares of TransUnion stock in a transaction dated Friday, September 5th. The stock was sold at an average price of $90.01, for a total transaction of $480,383.37. Following the transaction, the executive vice president owned 23,011 shares in the company, valued at $2,071,220.11. The trade was a 18.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $83.19, for a total value of $83,190.00. Following the transaction, the insider owned 64,592 shares in the company, valued at $5,373,408.48. This trade represents a 1.52% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 10,309 shares of company stock worth $919,839 in the last 90 days. Corporate insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On TransUnion

Several institutional investors have recently bought and sold shares of TRU. Geneos Wealth Management Inc. lifted its stake in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares in the last quarter. Generali Asset Management SPA SGR bought a new stake in TransUnion in the 2nd quarter valued at approximately $30,000. MassMutual Private Wealth & Trust FSB lifted its stake in TransUnion by 132.7% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 349 shares of the business services provider’s stock valued at $31,000 after acquiring an additional 199 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new stake in TransUnion in the 2nd quarter valued at approximately $34,000. Finally, Fifth Third Bancorp lifted its stake in TransUnion by 105.3% in the 1st quarter. Fifth Third Bancorp now owns 423 shares of the business services provider’s stock valued at $35,000 after acquiring an additional 217 shares in the last quarter.

About TransUnion

TransUnion operates as a global consumer credit reporting agency that provides risk and information solutions. The company operates through U.S. Markets, International, and Consumer Interactive segments. The U.S. Markets segment provides consumer reports, actionable insights, and analytic services to businesses, which uses its services to acquire new customers; assess consumer ability to pay for services; identify cross-selling opportunities; measure and manage debt portfolio risk; collect debt; verify consumer identities; and mitigate fraud risk.