Wall Street Zen Downgrades TransUnion (NYSE:TRU) to Hold

Posted by Brian Himes on Oct 5th, 2026

TransUnion (NYSE:TRU – Get Free Report) was downgraded by stock analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Saturday, Wall Street Zen reports.

Several other brokerages have also issued reports on TRU. Barclays lowered their target price on TransUnion from $85.00 to $70.00 and set an “equal weight” rating on the stock in a research note on Friday. UBS Group cut their price target on TransUnion from $82.00 to $80.00 and set a “neutral” rating for the company in a research note on Thursday, September 24th. BMO Capital Markets lifted their price objective on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Stifel Nicolaus boosted their price objective on TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Finally, Wells Fargo & Company upped their price objective on shares of TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $92.75.

Check Out Our Latest Analysis on TRU

TransUnion Stock Up 0.1%

TransUnion stock opened at $63.48 on Friday. TransUnion has a twelve month low of $60.96 and a twelve month high of $89.12. The firm has a 50 day moving average price of $77.83 and a 200-day moving average price of $73.66. The company has a market capitalization of $12.16 billion, a P/E ratio of 16.75, a P/E/G ratio of 1.05 and a beta of 1.58. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.

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 (EPS) for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter last year, the business posted $1.08 EPS. TransUnion’s quarterly revenue was up 14.9% compared to the same quarter last year. 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 predict that TransUnion will post 4.23 EPS for the current year.

Insiders Place Their Bets

In other TransUnion news, insider Todd Skinner sold 1,000 shares of the 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 sale, the insider directly owned 54,764 shares in the company, valued at $3,411,249.56. This represents a 1.79% decrease in their position. The transaction 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 Steven Chaouki sold 1,000 shares of the company’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $84.42, for a total transaction of $84,420.00. Following the completion of the transaction, the insider directly owned 79,888 shares in the company, valued at approximately $6,744,144.96. The trade was a 1.24% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 63,947 shares of company stock worth $5,140,630. Company insiders own 0.37% of the company’s stock.

Hedge Funds Weigh In On TransUnion

A number of institutional investors have recently added to or reduced their stakes in the business. BlackRock Inc. bought a new position in shares of TransUnion in the second quarter worth approximately $1,367,560,000. Independent Franchise Partners LLP lifted its position in TransUnion by 99.7% during the fourth 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 bought a new stake in TransUnion during the second quarter valued at approximately $280,292,000. Meritage Group LP purchased a new position in TransUnion in the 2nd quarter worth approximately $263,751,000. Finally, William Blair Investment Management LLC purchased a new position in TransUnion in the 2nd quarter worth approximately $191,080,000.

Key Stories Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

Positive Sentiment: Morgan Stanley reiterated a Buy rating and maintained a $106 price target, saying risks related to the company’s “bi-merge” transition appear limited. The target implies substantial upside from recent trading levels and likely supported the stock. Morgan Stanley TransUnion rating article
Positive Sentiment: A TransUnion CIBIL-FIDC report found that nonbank finance companies now account for about half of India’s new-to-credit borrowers, up from 24% in 2016. The trend points to expanding credit access and potentially stronger long-term demand for TransUnion’s credit information and analytics services, though the report does not provide a direct earnings forecast. TransUnion CIBIL-FIDC report
Neutral Sentiment: TransUnion will report third-quarter 2026 results on October 27, with an earnings call at 8:30 a.m. Central Time. The announcement provides a near-term catalyst, but offers no new operating or financial information before the release. TransUnion earnings release date
Negative Sentiment: EVP Mohamed Abdelsadek sold 250 shares and international President Todd Skinner sold 1,000 shares at approximately $62.29. Both transactions were made under pre-arranged Rule 10b5-1 plans, limiting their signaling value, but the sales add to a broader pattern of insider selling.
Negative Sentiment: Recent reports also cited a Goldman Sachs downgrade and a reduction in its price target, creating valuation pressure and partially offsetting Morgan Stanley’s bullish stance. TransUnion analyst downgrade Goldman Sachs TransUnion price target article

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.