TransUnion stock gained 2.03 percent ahead of Q3 results

Published on 10/04/2026 at 21:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TransUnion stock last stood at USD 63.44 on October 2, 2026, up 2.03 percent for the session. Q2 adjusted EPS reached USD 1.23 versus USD 1.16 consensus.

TRU, US89400J1079, Illustration mit AI erstellt.

TransUnion stock (ISIN US89400J1079) last stood at USD 63.44 on the NYSE on October 2, 2026 at 4:02 p.m. ET, up 2.03 percent for the session. The company is heading toward its third-quarter report scheduled for October 27, 2026, according to MarketBeat.

Mortgage rules raise the stakes

TransUnion's near-term debate centers on possible changes to mortgage credit reporting. Investing.com reported on October 2, 2026 that a proposed shift from three bureau reports toward a bi-merge process could affect mortgage-related activity at TransUnion and Equifax.

The same report said TransUnion had indicated that the ultimate effect under a bi-merge framework could be less severe than a simple one-third reduction in bureau pulls. That distinction matters because the market is weighing a regulatory risk against the company's continuing expansion beyond traditional credit files.

Q2 growth supports guidance

TransUnion's second-quarter 2026 adjusted EPS was USD 1.23, above the USD 1.16 consensus estimate, while revenue reached USD 1.31 billion, up 14.9 percent from the prior-year quarter, MarketBeat reported.

The company set third-quarter 2026 adjusted EPS guidance at USD 1.18-1.21 against USD 1.19 consensus. Full-year 2026 adjusted EPS guidance stands at USD 4.75-4.83, giving the October report a clear test: execution must show that growth can offset pressure on mortgage-related volumes.

Analysts split around USD 68

Goldman Sachs retained a Neutral rating while cutting its TransUnion price target from USD 77 to USD 68 in a report dated October 2, 2026, according to Markets Insider. The target is USD 4.56 above the October 2 price, or 7.2 percent above it.

The broader consensus remains Moderate Buy, with 10 analysts at Buy and six at Hold and an average target of USD 92.75, according to MarketBeat. The range of views places the October results at the center of the valuation discussion.

TransUnion stock stays near its yearly low

TransUnion stock was last at USD 63.44 on the NYSE on October 2, 2026, with a 52-week range of USD 60.96 to USD 89.12. Market capitalization was USD 12.2 billion and volume reached 5,009,035 shares on that date.