Morgan Stanley Cuts TransUnion (TRU) Price Target to $97

Morgan Stanley reaffirms its Overweight rating on TransUnion with a new price target of $97, a 30.44% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:27 PM EDT

Reviewed by automated data checks against the source data. How we make and check alerts

Morgan Stanley cut its price target on TransUnion ($TRU) to $97 from $106 on October 13, 2026, and rates the stock "Overweight".

Since the rating, $TRU is up 9.8% to date (from the $67.49 close on Oct 13, 2026).

TRU TransUnion

$74.08 -10.66% year to date

Daily close · Oct 16, 2026

Key Points

Morgan Stanley reiterated its Overweight rating on TransUnion, adjusting its price target from $106 to $97 on October 13, 2026.
Morgan Stanley's $97 price target implies 30.44% upside from TransUnion's ($TRU) current $74.36 share price.
As of October 16, 2026, TransUnion shares recently traded at $74.36, which is about 23.3% below the analyst's target.
TransUnion has a dividend rate of $0.50 per share and is expected to report earnings on October 22, 2026.

Get $TRU trade alerts by text

We text you when insiders, Congress or big funds trade $TRU. Free.

Not investment advice. EarningsIQ is not a registered investment adviser, and this automated TransUnion alert may contain errors. Disclosures

Morgan Stanley has reaffirmed its Overweight rating on TransUnion (NYSE: TRU) with a new price target of $97. This marks a decrease from the previous target of $106, as of October 13, 2026.

Despite the adjustment in target, the shares are trading significantly lower. As of October 16, 2026, TransUnion's stock was recently priced at $74.36, which is about 23.3% below Morgan Stanley's updated target.

Other Institutional Activity in TransUnion

Dodge & Cox Inc. holds 24,196,211 shares valued at approximately $1.79 billion after increasing its stake by 8,007,123 shares, a 49.5% rise. Blackrock Inc. has 18,957,034 shares worth about $1.40 billion, with a slight increase of 141,119 shares, a 0.8% change. Independent Franchise Partners, LLP owns 13,976,652 shares valued at roughly $1.04 billion, having added 1,845,195 shares, a 15.2% increase. FMR, LLC has 11,715,822 shares worth about $867.9 million, increasing its holdings by 2,116,623 shares, a 22.0% rise. Meanwhile, Massachusetts Financial Services Co. trimmed its position, selling 2,479,642 shares to hold 10,667,983 shares valued at about $790.3 million, reflecting an 18.9% decrease.

TransUnion Stock Up 2.7%

TransUnion shares are currently trading near their recent levels, which is below the new price target set by Morgan Stanley. The stock has seen fluctuations but remains below the target price, indicating potential challenges ahead for the company.

12-month forecast

$TRU price target

TransUnion daily closes and this analyst's $97 target. Not advice.

Recent Earnings

TransUnion reported trailing twelve-month revenue of approximately $4.9 billion, reflecting a year-over-year revenue growth of 14.9%. The company's earnings per share (EPS) for the same period was $3.79. The next earnings report is scheduled for October 22, 2026.

Insider Buying and Selling at TransUnion

Several insiders have sold shares recently. Steven M. Chaouki and Todd C. Skinner, both officers, sold 1,000 shares each at an average price of $84.42 on September 1, 2026. Venkat Achanta sold 23,287 shares at $77.00 on September 10, 2026, totaling about $1.79 million. Mohamed Abdelsadek also sold 1,250 shares at $79.07 on September 14, 2026, worth approximately $98,838.

Analysts Set New Price Targets

On October 13, 2026, Morgan Stanley maintained its Overweight rating on TransUnion with a target of $97, down from $106. This contrasts with other recent calls, including Goldman Sachs, which maintained a Neutral rating with targets of $77.00 and $68.00 on September 29 and October 2, respectively. Barclays also maintained an Equal-Weight rating with a target of $70.00.

About TransUnion

TransUnion is a consumer credit reporting agency based in Chicago, Illinois. It offers risk and information solutions globally, operating in both U.S. and international markets. The company plays a key role in financial services by helping businesses and consumers make informed decisions.

Bottom Line

Investors should keep an eye on TransUnion as it approaches its next earnings date on October 22, 2026, and monitor any further updates from analysts regarding their ratings and price targets.