Needham Cuts TransUnion (TRU) Price Target to $85

Needham has reaffirmed its Buy rating on TransUnion, setting a price target of $85, a 14.30% upside from the current price.

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

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Needham cut its price target on TransUnion ($TRU) to $85 from $100 on October 13, 2026, and rates the stock "Buy".

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

Needham reiterated its Buy rating on TransUnion, maintaining a price target of $85 as of October 13, 2026.
Needham's $85 price target implies 14.30% upside from TransUnion's ($TRU) current $74.36 share price.
The stock is currently trading at $74.36, which is about 12.5% below the analyst's target.
TransUnion's next earnings report is scheduled for October 22, 2026.

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Needham has reiterated its Buy rating on TransUnion (NYSE: TRU) with a price target of $85 as of October 13, 2026. This follows a trend among analysts, with other firms adjusting their targets recently. Currently, TransUnion's shares are trading at $74.36, which is about 12.5% below the target set by Needham.

Other Institutional Activity in TransUnion

Dodge & Cox Inc. holds 24,196,211 shares of TransUnion, increasing its position by 8,007,123 shares, valued at approximately $1.79 billion. Independent Franchise Partners, LLP has 13,976,652 shares after adding 1,845,195 shares, worth about $1.04 billion. FMR, LLC also grew its stake by 2,116,623 shares, totaling 11,715,822 shares valued at around $867.9 million. Meanwhile, Massachusetts Financial Services Co. trimmed its holdings by 2,479,642 shares, leaving it with 10,667,983 shares worth about $790.3 million.

TransUnion Stock Up 2.7%

TransUnion's stock is currently trading at $74.36, which is below its target price of $85 set by Needham. Though the shares are not at their peak, they still show potential for growth considering the positive outlook from analysts. This stock has been experiencing fluctuations, making it an interesting watch as it approaches its next earnings date.

12-month forecast

$TRU price target

TransUnion daily closes and this analyst's $85 target. Not advice.

Recent Earnings

For the trailing twelve months, TransUnion reported revenues of approximately $4.9 billion with a net margin of 15.1%. The company has a return on equity of 15.6%. The next earnings report is expected on October 22, 2026.

Dividend

TransUnion pays an annual dividend rate of $0.50 per share, with a payout ratio of 12.7%.

Insider Buying and Selling at TransUnion

Recent insider transactions include several officers selling shares. On September 1, 2026, Steven M. Chaouki and Todd C. Skinner each sold 1,000 shares at an average price of $84.42, totaling around $84,420 each. Venkat Achanta sold 23,287 shares on September 10, 2026, at $77.00, amounting to about $1.79 million. Mohamed Abdelsadek sold 1,250 shares at $79.07 on September 14, 2026, for a total of about $98,838.

Analysts Set New Price Targets

On October 13, 2026, Needham maintained its Buy rating on TransUnion with a target of $85. The same day, Morgan Stanley also maintained an Overweight rating but lowered its target from $106 to $97. Prior to this, Goldman Sachs had maintained a Neutral rating with targets that were reduced from $89 to $77 and from $77 to $68 on September 29 and October 2, respectively. Barclays also lowered its target from $85 to $70 while maintaining an Equal-Weight rating on the same day.

About TransUnion

TransUnion is a global consumer credit reporting agency based in Chicago, IL. It provides risk and information solutions across two segments: U.S. Markets and International. The company's services are crucial for lenders and consumers in managing credit risk effectively.

Bottom Line

Investors should keep an eye on TransUnion as it approaches its next earnings date on October 22, 2026. With recent analyst ratings and target adjustments, the stock could see further activity in the coming weeks.