NYSE· Services-Consumer Credit Reporting, Collection Agencies· Inc. DE· CIK 0001552033

TRU

TransUnion
$64.52 ▲ +3.76%
Prev close $62.18
Market cap$11.7B
ConsensusBuy
12-mo target$96.71 (+50.1%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (4 insiders)25 New Institutional Positions25 Institutional Exits Services
Snapshot
The big-picture read on TRU right now — valuation, ownership and activity at a glance.
Market Cap
$11.7B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (77%)
Inst. Holders
50 funds
Inst. Value
$13.4B
Inst. Activity
25 buys / 25 sells
Insider Activity
$0.00 buy / $6.8M sell
Insider Net $
-$6.8M
Social Sentiment
57° Neutral
SEC Reports
20
Press Releases
5
Price chart 30d -21.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
TransUnion Announces Earnings Release Date for Third Quarter 2026 Results
CHICAGO, Oct. 01, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) will publish its financial results
Sep 25, 2026 Event
Calamia v. TransUnion LLC
Court ruling (cand) — Docket: 5:26-cv-10699
Sep 14, 2026 Insider
Abdelsadek Mohamed sold 1,250 shares
EVP, Chief Global Solutions @ $79.07 ($98.8K)
Sep 13, 2026 SEC
A single pro se plaintiff's application to proceed in forma pauperis in a case against TransUnion was denied without pre
COURT-RULING — Impact 1/10
Sep 10, 2026 Insider
Achanta Venkat sold 23,287 shares
EVP, Chief Tech, Data & Analy. @ $77.00 ($1.8M)
Sep 4, 2026 SEC
The court granted the pro se plaintiff's motion to proceed in forma pauperis and ordered him to amend his complaint by S
COURT-RULING — Impact 1/10
Sep 3, 2026 SEC
Two TransUnion insiders (SVP and President) sold a combined ~$175K in open-market shares over two days. The total open-m
CLUSTER — Impact 2/10
Sep 1, 2026 Insider
Achanta Venkat was granted 71,710 shares
EVP, Chief Tech, Data & Analy.
Analyst ratings buy % -3.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 77% rate it Buy or better · 26 analysts
Strong Buy 7 27% Buy 13 50% Hold 6 23% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Oct 2, 2026BarclaysMAINTAINEqual-Weight 54%
Sep 29, 2026Goldman SachsMAINTAINNeutral 54%
Sep 24, 2026UBSMAINTAINNeutral 55%
Sep 21, 2026UBSMAINTAINNeutral 55%
Jul 29, 2026StifelMAINTAINBuy 54%
Jul 29, 2026Wells FargoMAINTAINOverweight 54%
Jul 29, 2026BMO CapitalMAINTAINOutperform 53%
Jul 29, 2026BarclaysMAINTAINEqual-Weight 54%
Jul 29, 2026BairdMAINTAINOutperform 54%
Jul 29, 2026NeedhamMAINTAINBuy 50%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202671360077%
Aug 1, 202671360077%
Jul 1, 202671360077%
Jun 1, 202671360077%
May 1, 202671360077%
Apr 1, 202671350080%
Mar 1, 202671350080%
Feb 1, 202671341080%
Price targets
Where 21 covering analysts think TRU trades over the next 12 months.
$96.71 +50.1% upside Strong Buy
Current$64.43 Low$75.00 Median$100.00 High$115.00 21 analysts
$75.00$115.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
3 mentions 1 bullish 0 bearish 2 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 4 bullish, 0 bearish, 0 mixed, 16 neutral · avg impact 2.0/10.Plus 5 press releases.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
TransUnion Announces Earnings Release Date for Third Quarter 2026 Results
CHICAGO, Oct. 01, 2026 (GLOBE NEWSWIRE) -- TransUnion (NYSE: TRU) will publish its financial results for the third quarter ended September 30, 2026, i
Sep 30, 2026
short_volume
Short Volume: TRU — 61.4% short (0.7M / 1.1M)
Short: 679,601 | Exempt: 0 | TRF Vol: 1,107,372 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
other
TransUnion Extends 99-Cent Mortgage Pricing for VantageScore® 4.0 Through the End of 2028 to Support Competition and Price Stability in Mortgage Credit Scoring
Three-year commitment provides greater pricing certainty and drives innovation as FHFA announces VantageScore 4.0 availability for all approved Fannie
Sep 29, 2026
short_volume
Short Volume: TRU — 57.9% short (1.0M / 1.8M)
Short: 1,045,969 | Exempt: 0 | TRF Vol: 1,806,744 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
other
TransUnion Appoints Malte Bernholz as Chief Strategy and Corporate Development Officer
Accomplished executive to lead strategy and corporate development function driving TransUnion’s next chapter of global growth and innovation Accomplis
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$1.22$1.20–$1.2710.7%+0.1%4↑ 13↓$1.3B19
Next Q$1.22$1.19–$1.2614.1%+0.0%9↑ 5↓$1.3B18
Current FY$4.82$4.29–$4.9312.1%-0.7%16↑ 0↓$5.2B21
Next FY$5.57$5.07–$6.1015.6%-0.6%10↑ 7↓$5.6B21
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$1.217—
7d ago$1.217—
30d ago$1.216+0.002
60d ago$1.216+0.002
90d ago$1.234-0.017
Institutional ownership
Which big funds own TRU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $13.4B total value (175,638,297 shares) as of 2026-Q2. Top holders: DODGE, MASSACHUSETTS, BlackRock,.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
DODGE & COX24,196,211$1.7B13.0%ADD +49.5%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/10,667,983$1.5B11.1%—
BlackRock, Inc.18,957,034$1.4B10.2%—
Independent Franchise Partners LLP13,976,652$1.0B7.5%—
FMR LLC11,715,822$845.2M6.3%—
VANGUARD CAPITAL MANAGEMENT LLC8,717,448$628.9M4.7%—
VANGUARD PORTFOLIO MANAGEMENT LLC8,208,801$592.2M4.4%—
STATE STREET CORP7,117,054$513.4M3.8%—
WELLINGTON MANAGEMENT GROUP LLP6,603,407$476.4M3.6%TRIM -39.7%
MORGAN STANLEY6,352,440$458.3M3.4%—
Recent position changes
FundActionPrevCurrentChangeValue
DODGE & COXADD16,189,51124,196,211+49.5%$1.7B
WELLINGTON MANAGEMENT GROUP LLPTRIM10,952,9626,603,407-39.7%$476.4M
CITADEL ADVISORS LLCADD3,143,3094,364,921+38.9%$314.9M
DIMENSIONAL FUND ADVISORS LPADD2,498,5733,280,251+31.3%$236.6M
VAN ECK ASSOCIATES CORPTRIM5,239,0162,106,382-59.8%$152.0M
Orbis Allan Gray LtdDOUBLED584,7222,021,682+245.8%$145.8M
NORGES BANKNEW—1,130,831—$81.6M
GOLDMAN SACHS GROUP INCADD811,6111,037,724+27.9%$74.9M
MILLENNIUM MANAGEMENT LLCADD746,1051,018,182+36.5%$73.5M
TORONTO DOMINION BANKDOUBLED26,364762,825+2793.4%$55.0M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
22 insiders, 50 transactions. Net -$6.8M — $0.00 bought, $6.8M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 14, 2026Abdelsadek MohamedEVP, Chief Global SolutionsSELL1,250$79.07$98.8K
Sep 10, 2026Achanta VenkatEVP, Chief Tech, Data & Analy.SELL23,287$77.00$1.8M
Sep 1, 2026Achanta VenkatEVP, Chief Tech, Data & Analy.AWARD71,710——
Sep 1, 2026Skinner Todd C.President, InternationalSELL1,000$84.42$84.4K
Sep 1, 2026CHAOUKI STEVEN MPresident, US MarketsSELL1,000$84.42$84.4K
Sep 1, 2026Ruebensaal Clayton F.EVP, Chief Marketing & CommsAWARD5,976——
Aug 31, 2026Williams Jennifer A.SVP, Chief Accounting OfficerSELL1,070$84.57$90.5K
Aug 28, 2026Cartwright Christopher APresident and CEOTAX W/H29,262$85.67$2.5M
Aug 28, 2026Williams Jennifer A.SVP, Chief Accounting OfficerTAX W/H446$85.67$38.2K
Aug 28, 2026Zuiker Alicia BrookeEVP, CHROTAX W/H987$85.67$84.6K
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TRU.
Shares short
11,611,777
Settlement Sep 15, 2026
Change vs prior
+21.6%
Semi-monthly cycle
Days to cover
4.9
At avg daily volume
Of shares outstanding
≈6.1%
Estimate — not % of float
All TRU filing & press-release reports (45)