TransUnion (NYSE:TRU) Share Price Breaks Below 200-Day Moving Average Following Analyst Downgrade

Posted by Francis Steltz on Oct 29th, 2026

TransUnion (NYSE:TRU – Get Free Report) shares crossed below its two hundred day moving average during trading on Wednesday after Stifel Nicolaus lowered their price target on the stock from $96.00 to $90.00. The stock has a two hundred day moving average of $74.36 and traded as low as $73.40. Stifel Nicolaus currently has a buy rating on the stock. TransUnion shares last traded at $74.2870, with a volume of 4,933,698 shares changing hands.

A number of other brokerages have also weighed in on TRU. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, October 3rd. Wells Fargo & Company reduced their target price on TransUnion from $102.00 to $96.00 and set an “overweight” rating on the stock in a research note on Wednesday. Robert W. Baird set a $99.00 target price on TransUnion in a report on Wednesday. Royal Bank Of Canada dropped their price target on TransUnion from $100.00 to $92.00 and set an “outperform” rating for the company in a research note on Friday, October 16th. Finally, BMO Capital Markets lifted their price target on shares of TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $90.69.

Check Out Our Latest Research Report on TRU

Insider Buying and Selling

In related news, insider Steven Chaouki sold 1,000 shares of the stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $70.00, for a total value of $70,000.00. Following the completion of the transaction, the insider directly owned 78,888 shares of the company’s stock, valued at $5,522,160. This represents a 1.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Venkat Achanta sold 23,287 shares of the firm’s stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $77.00, for a total transaction of $1,793,099.00. Following the completion of the sale, the executive vice president owned 196,912 shares of the company’s stock, valued at $15,162,224. This trade represents a 10.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 41,377 shares of company stock valued at $3,200,570 over the last quarter. 0.37% of the stock is currently owned by insiders.

Key TransUnion News

Here are the key news stories impacting TransUnion this week:

Positive Sentiment: TransUnion reported third-quarter adjusted earnings of $1.25 per share, ahead of the $1.21 consensus estimate, while revenue rose 12.2% year over year to approximately $1.31 billion, in line with expectations. Management also indicated 8%–9% organic constant-currency revenue growth for 2026. TransUnion Announces Strong Third Quarter 2026 Results
Positive Sentiment: The company increased its quarterly dividend 8% to $0.135 per share and expanded its share-repurchase authorization to $2 billion, including plans for roughly $500 million in buybacks. These actions may support shareholder returns and provide a valuation cushion. TransUnion Raises Dividend and Expands Buyback Program
Positive Sentiment: Analyst support remains generally constructive. Deutsche Bank raised its price target to $93 from $90 and maintained a Buy rating, while Needham increased its target to $95 and retained Buy. Stifel lowered its target to $90 from $96 but also kept a Buy rating.
Positive Sentiment: TransUnion launched transaction-matching technology for merchants and released findings that nearly half of Canadians have been targeted by digital fraud. Rising fraud activity could increase demand for the company’s identity, verification and fraud-prevention services. TransUnion Launches Transaction Matching for Merchants
Neutral Sentiment: UBS initiated or reiterated a Hold rating, highlighting a more cautious view despite the company’s earnings performance and longer-term growth outlook. TransUnion Gets a Hold from UBS
Negative Sentiment: Quarterly revenue guidance slightly missed expectations, and investors remain focused on margin pressure and mortgage-related headwinds. As a result, the strong EPS result was viewed as largely priced in, prompting a “sell-the-news” reaction after earnings. TransUnion Stock Price Slides as Q3 Earnings Meet Margin Doubts

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Peak Financial Advisors LLC bought a new stake in shares of TransUnion during the third quarter valued at approximately $1,843,000. Signaturefd LLC raised its holdings in TransUnion by 42.6% in the third quarter. Signaturefd LLC now owns 887 shares of the business services provider’s stock worth $54,000 after purchasing an additional 265 shares in the last quarter. Evergreen Capital Management LLC bought a new position in TransUnion in the third quarter worth $532,000. Root Financial Partners LLC purchased a new position in TransUnion during the third quarter valued at $37,000. Finally, Quadrant Capital Group LLC lifted its position in TransUnion by 9.0% during the third quarter. Quadrant Capital Group LLC now owns 3,899 shares of the business services provider’s stock valued at $263,000 after buying an additional 323 shares during the period.

TransUnion Price Performance

The firm has a market cap of $14.23 billion, a PE ratio of 19.60, a price-to-earnings-growth ratio of 1.48 and a beta of 1.58. 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 has a 50-day simple moving average of $74.83 and a 200 day simple moving average of $74.36.

TransUnion (NYSE:TRU – Get Free Report) last released its earnings results on Tuesday, October 27th. The business services provider reported $1.25 earnings per share for the quarter, topping analysts’ consensus estimates of $1.21 by $0.04. The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.31 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company’s revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.10 EPS. As a group, equities analysts expect that TransUnion will post 4.24 EPS for the current year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, November 25th. Shareholders of record on Tuesday, November 10th will be issued a $0.1350 dividend. This represents a $0.54 dividend on an annualized basis and a yield of 0.7%. This is a boost from TransUnion’s previous quarterly dividend of $0.1250. The ex-dividend date is Tuesday, November 10th. TransUnion’s dividend payout ratio is currently 13.19%.

TransUnion Company Profile

(Get Free Report)

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. The company collects, analyzes and delivers data related to credit, identity, fraud and consumer behavior, serving customers across financial services, insurance, healthcare, retail, telecommunications and other industries.

Its products and services include consumer credit reports and scores, credit-risk assessment, marketing and audience insights, identity verification, fraud detection, investigative tools and decisioning software.