Stock of the Day

September 15, 2021

TransUnion (TRU)

$73.47
-$0.65 (-0.9%)
Market Cap: $14.07B

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. This segment serves various industry vertical markets, including financial services, technology, commerce and communications, insurance, media, services and collections, tenant and employment, and public sectors. The International segment offers credit reports, analytics, technology solutions, and other value-added risk management services; consumer services, which help consumers to manage their personal finances; consumer credit reporting, insurance and auto information solutions, and commercial credit information services. It serves customers in financial services, retail credit, insurance, automotive, collections, public sector, and communications industries through direct and indirect channels. The company was formerly known as TransUnion Holding Company, Inc. and changed its name to TransUnion in March 2015. TransUnion was founded in 1968 and is headquartered in Chicago, Illinois.

Today's Trend

TransUnion (NYSE: TRU) shares increased as investors responded to a favorable analyst view and signs of continued growth in credit-data demand, although insider selling and recent analyst caution remain headwinds.

  • 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
  • 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
  • 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
  • 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.
  • 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
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