TransUnion (TRU)
TransUnion (TRU) is a Industrials stock tracked by StreetAlpha. The average 12-month price target from 9 analysts is $85.00, with a high of $97.00 and a low of $70.00. Analyst consensus is Buy, based on the latest ratings from 9 firms (5 buy, 4 hold, 0 sell). In the past 30 days there were 4 dark pool prints totaling $8.0M, the largest $4.4M.
Key Stats
Last 12 monthsNot reported for this period.
From TRU's SEC filings, latest 10-Q for the period ending Sep 30, 2026 (filed Oct 27). Last 12 months adds up the four latest quarters.
Analyst Ratings & Price Targets
Analyst Ratings →Based on 9 analysts who set a price target on TRU in the past 90 days. The average target is $85.00, with a high of $97.00 and a low of $70.00.
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| Oct 28 | Goldman Sachs | Target raised | Hold | $68 → $78 |
| Oct 28 | Stifel | Target lowered | Buy | $96 → $90 |
| Oct 28 | Wells Fargo | Target lowered | Buy | $102 → $96 |
| Oct 21 | UBS | Target raised | Hold | $80 → $83 |
| Oct 19 | Mizuho | Target lowered | Hold | $77 → $74 |
Whale Options Flow
90DNo whale options trades in TRU in the last 90 days.
Dark Pool
30DTRU Institutional Ownership
Hedge fund holdings →| # | Fund | Shares | Value | Change | |
|---|---|---|---|---|---|
| 1 | Dodge & Cox | 24.2M | $1.7B | +8M | Added |
| 2 | BlackRock, Inc. | 19M | $1.4B | +140K | Added |
| 3 | Independent Franchise Partners LLP | 14M | $1.0B | +1.8M | Added |
| 4 | Fmr LLC | 11.7M | $845.2M | +2.1M | Added |
| 5 | Massachusetts Financial Services Co /ma/ | 10.7M | $1.5B | −2.5M | Trimmed |
| 6 | Vanguard Capital Management LLC | 8.7M | $628.9M | +82K | Added |
| 7 | Vanguard Portfolio Management LLC | 8.2M | $592.2M | −69K | Trimmed |
| 8 | State Street Corp | 7.1M | $513.4M | +177K | Added |
| 9 | T. Rowe Price Investment Management, Inc. | 6.8M | $493K | −467K | Trimmed |
| 10 | Wellington Management Group LLP | 6.6M | $476.4M | −4.3M | Trimmed |
| 11 | Morgan Stanley | 6.4M | $458.3M | −577K | Trimmed |
| 12 | Citadel Advisors LLC | 4.4M | $314.9M | +1.2M | Added |
| 13 | Invesco Ltd. | 4.3M | $307.0M | +144K | Added |
| 14 | Jupiter Topco LLC | 3.9M | $280.3M | – | |
| 15 | Meritage Group LP | 3.7M | $263.8M | +23K | Added |
| 16 | Geode Capital Management, LLC | 3.6M | $260.5M | +9,329 | Added |
| 17 | Ninety One UK Ltd | 3.4M | $242.0M | −193K | Trimmed |
| 18 | Dimensional Fund Advisors LP | 3.3M | $236.6M | +782K | Added |
| 19 | Vulcan Value Partners, LLC | 2.7M | $195.3M | −500K | Trimmed |
| 20 | William Blair Investment Management, LLC | 2.6M | $191.1M | −242K | Trimmed |
| 21 | Theleme Partners LLP | 2.4M | $171.0M | +53K | Added |
| 22 | Van Eck Associates Corp | 2.1M | $152.0M | −3.1M | Trimmed |
| 23 | Jpmorgan Chase & Co | 2.1M | $148.1M | +362K | Added |
| 24 | Orbis Allan Gray Ltd | 2M | $145.8M | +1.4M | Added |
| 25 | Bessemer Group Inc | 1.9M | $138K | −35K | Trimmed |
- Dodge & Cox+8M sh$577.6M
- Fmr LLC+2.1M sh$152.7M
- Independent Franchise Partners LLP+1.8M sh$133.1M
- Orbis Allan Gray Ltd+1.4M sh$103.7M
- Citadel Advisors LLC+1.2M sh$88.1M
- Norges Bank+1.1M sh$81.6M
- Massachusetts Financial Services Co /ma/−2.5M sh−$345.1M
- Wellington Management Group LLP−4.3M sh−$313.8M
- Van Eck Associates Corp−3.1M sh−$226.0M
- Capital International Investors−2.8M sh−$195.7M
- AQR Capital Management LLC−1.4M sh−$101.5M
- Pictet Asset Management Holding SA−1.3M sh−$97.3M
- Ninety One UK LtdAdded+690K shOct 15
- Marathon Asset Management LtdTrimmed−140K shOct 26
- Wilson Asset Management (international) Pty LtdTrimmed−117K shOct 26
- Commonwealth Equity Services, LLCSold out−99K shNov 2
- Assenagon Asset Management S.A.Added+64K shOct 15
- Assetmark, IncTrimmed−51K shOct 21
- Gateway Investment Advisers LLCSold out−41K shOct 13
- Peak Financial Advisors LLCNew+30K shOct 28
From SEC Form 13F filings by funds managing over $100 million, as of Jun 30, 2026. Changes compare each fund with its own Q1 2026 filing. Filings come up to 45 days after the quarter ends. Put/call compares the value of puts and calls funds reported ($469K in puts, $1.8M in calls), leaving out market makers and bank trading desks. Not investment advice.
AI Auto Pilots
Paper tradingStreetAlpha runs four autonomous AI traders powered by Anthropic's Claude. Each one reads options flow, dark pool prints, insider filings, sentiment, macro signals and technicals, then makes its own trading decisions in a paper portfolio. Every decision is logged and every trade is tracked, so you can see whether TRU is in one of them and how their past TRU trades turned out.
Macro & Market News
All StreetAlpha news →StreetAlpha hasn't covered TRU in an article yet. Here's the latest on the wider market.
TRU Congress Trades
All congress trades →
| Person | Type | Amount | Traded | Filed | Delay |
|---|---|---|---|---|---|
| Arjun ModyExecutive branch | Sell | $1K – $15K | Jan 30, 2026 | Apr 10, 2026 | 70 d |
| Arjun ModyExecutive branch | Sell | $1K – $15K | Jan 30, 2026 | Apr 10, 2026 | 70 d |
| Ro KhannaD · CA | Sell | $1K – $15K | Nov 3, 2023 | Dec 6, 2023 | 33 d |
| Zoe LofgrenD · CA | Sell | $1K – $15K | May 25, 2023 | Jun 6, 2023 | 12 d |
| Ro KhannaD · CA | Buy | $1K – $15K | Mar 24, 2023 | Apr 7, 2023 | 14 d |
Members of Congress and senior officials report trades up to 45 days later, as dollar ranges. Filings show a trade happened, not why. Not investment advice.