Earnings Outperformance: TransUnion reported second-quarter revenue of $1.31 billion, reflecting a 14.9 percent increase from the prior year and surpassing analyst projections. The company also raised its full-year guidance amid robust growth in its financial services segment.
Analyst Upgrades: Wells Fargo maintained an Overweight rating on the shares while lifting its price target to $102 from $90, citing sustained positive momentum. Market participants highlighted the strength in international operations and acquisition-driven expansion in Latin America.
Market Response: Shares advanced more than 8 percent on the session following the release, with traders noting room for further gains after the initial move. Discussions on social media emphasized the beat-and-raise combination as a key driver of recent sentiment.
Note: This discussion summary was generated from an AI condensation of post data.
TransUnion Insider Trading Activity
TransUnion insiders have traded $TRU stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.
Here’s a breakdown of recent trading of $TRU stock by insiders over the last 6 months:
- STEVEN M CHAOUKI (President, US Markets) has made 0 purchases and 4 sales selling 20,000 shares for an estimated $1,446,500.
- HEATHER J RUSSELL (EVP, Chief Legal Officer) has made 0 purchases and 3 sales selling 12,733 shares for an estimated $953,611.
- TODD C. SKINNER (President, International) has made 0 purchases and 5 sales selling 3,500 shares for an estimated $253,330.
- JENNIFER A. WILLIAMS (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 2,651 shares for an estimated $212,080.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
TransUnion Revenue
TransUnion had revenues of $1.3B in Q2 2026. This is an increase of 14.91% from the same period in the prior year.
You can track TRU financials on Quiver Quantitative's TRU stock page.
You can access data on TRU stock through the Quiver Quantitative API.
TransUnion Hedge Fund Activity
We have seen 225 institutional investors add shares of TransUnion stock to their portfolio, and 305 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DODGE & COX added 6,347,505 shares (+64.5%) to their portfolio in Q1 2026, for an estimated $439,183,870
- FMR LLC added 5,128,738 shares (+114.7%) to their portfolio in Q1 2026, for an estimated $354,857,382
- INDEPENDENT FRANCHISE PARTNERS LLP added 2,995,041 shares (+32.8%) to their portfolio in Q1 2026, for an estimated $207,226,886
- CITADEL ADVISORS LLC added 2,987,225 shares (+1913.9%) to their portfolio in Q1 2026, for an estimated $206,686,097
- CAPITAL INTERNATIONAL INVESTORS added 2,828,091 shares (+inf%) to their portfolio in Q1 2026, for an estimated $195,675,616
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 2,393,546 shares (-15.4%) from their portfolio in Q1 2026, for an estimated $165,609,447
- VULCAN VALUE PARTNERS, LLC added 2,144,821 shares (+201.8%) to their portfolio in Q1 2026, for an estimated $148,400,164
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
TransUnion Government Contracts
We have seen $523,148 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
- DEPARTMENT OF INTERIOR, OFFICE OF THE INSPECTOR GENERAL TRANSUNION RISK AND ALTERNATIVE DATA SOLUTIONS, INC...: $12,136
- THE PURPOSE OF THIS PURCHASE ORDER IS THAT THE CONTRACTOR SHALL PROVIDE TLOXP SUPPORT SERVICES. TLOXP ONLIN...: $9,360
- INVESTIGATIVE RESEARCH AND RISK MANAGEMENT TOOL: $5,832
- TLOXP ANNUAL SUBSCRIPTION: $5,040
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
TransUnion Analyst Ratings
Wall Street analysts have issued reports on $TRU in the last several months. We have seen 1 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 02/13/2026
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 10 analysts offer price targets for $TRU in the last 6 months, with a median target of $84.0.
Here are some recent targets:
- Sean Kennedy from Mizuho set a target price of $77.0 on 07/02/2026
- Kevin Mcveigh from UBS set a target price of $77.0 on 07/02/2026
- Curtis Nagle from B of A Securities set a target price of $80.0 on 05/19/2026
- Kyle Peterson from Needham set a target price of $95.0 on 04/29/2026
- Andrew Steinerman from JP Morgan set a target price of $90.0 on 04/29/2026
- Toni Kaplan from Morgan Stanley set a target price of $100.0 on 03/11/2026
- Toni Kaplan from Goldman Sachs set a target price of $80.0 on 02/17/2026
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.
