TRANSUNION ($TRU) posted quarterly earnings results for Q4 2025 on Thursday, February 12th. The company reported earnings of $1.07 per share, beating estimates of $1.03 by $0.04. The company also reported revenue of $1,171,400,000, beating estimates of $1,145,299,034 by $26,100,966.
You can see Quiver Quantitative's $TRU stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
TRANSUNION Insider Trading Activity
TRANSUNION insiders have traded $TRU stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $TRU stock by insiders over the last 6 months:
- HEATHER J RUSSELL (EVP, Chief Legal Officer) sold 5,337 shares for an estimated $480,383
- STEVEN M CHAOUKI (President, US Markets) has made 0 purchases and 5 sales selling 5,000 shares for an estimated $419,530.
- TIFFANI CHAMBERS (EVP, Chief Operations Officer) sold 4,318 shares for an estimated $371,348
- TODD C. SKINNER (President, International) has made 0 purchases and 3 sales selling 1,500 shares for an estimated $122,785.
- JENNIFER A. WILLIAMS (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,000 shares for an estimated $88,646.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TRANSUNION Hedge Fund Activity
We have seen 306 institutional investors add shares of TRANSUNION stock to their portfolio, and 302 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 8,447,859 shares (+79.3%) to their portfolio in Q3 2025, for an estimated $707,761,627
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 2,734,909 shares (-15.0%) from their portfolio in Q4 2025, for an estimated $234,518,446
- STATE STREET CORP added 2,600,425 shares (+62.2%) to their portfolio in Q3 2025, for an estimated $217,863,606
- INVESCO LTD. added 2,059,177 shares (+355.9%) to their portfolio in Q3 2025, for an estimated $172,517,849
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 1,803,849 shares (+34.3%) to their portfolio in Q3 2025, for an estimated $151,126,469
- CITADEL ADVISORS LLC removed 1,655,703 shares (-71.3%) from their portfolio in Q3 2025, for an estimated $138,714,797
- EGERTON CAPITAL (UK) LLP removed 1,465,050 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $125,628,037
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TRANSUNION Government Contracts
We have seen $218,970 of award payments to $TRU over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- TLOXP WEB-BASED DATA REPOSITORY: $106,000
- THE PURPOSE OF THIS PURCHASE ORDER IS THAT THE CONTRACTOR SHALL PROVIDE TLOXP SUPPORT SERVICES. TLOXP ONLIN...: $17,828
- DEPARTMENT OF INTERIOR, OFFICE OF THE INSPECTOR GENERAL TRANSUNION RISK AND ALTERNATIVE DATA SOLUTIONS, INC...: $12,136
- TLOXP ANNUAL SUBSCRIPTION: $10,080
- TITLE: KCDO/GROUP 49A/RECUR/TRANSUNION/ACCOUNT#4447940 REQUESTOR: SANDY C VASQUEZ POP DATES: 09/30/2025 TO ...: $8,400
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
TRANSUNION Analyst Ratings
Wall Street analysts have issued reports on $TRU in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 10/24/2025
- JP Morgan issued a "Overweight" rating on 10/24/2025
- BMO Capital issued a "Outperform" rating on 10/24/2025
To track analyst ratings and price targets for TRANSUNION, check out Quiver Quantitative's $TRU forecast page.
TRANSUNION Price Targets
Multiple analysts have issued price targets for $TRU recently. We have seen 7 analysts offer price targets for $TRU in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- Jason Haas from Wells Fargo set a target price of $100.0 on 01/14/2026
- Toni Kaplan from Morgan Stanley set a target price of $120.0 on 12/17/2025
- Kyle Peterson from Needham set a target price of $115.0 on 10/24/2025
- Andrew Steinerman from JP Morgan set a target price of $107.0 on 10/24/2025
- Ryan Griffin from BMO Capital set a target price of $105.0 on 10/24/2025
- Toni Kaplan from Goldman Sachs set a target price of $86.0 on 10/24/2025
- Rayna Kumar from Oppenheimer set a target price of $93.0 on 10/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
