TransUnion stock gains as UBS trims its price target

Published on 09/22/2026 at 11:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TransUnion stock closed at USD 72.43 on September 18, 2026, while UBS kept a Hold rating and an USD 82 target. Q2 revenue rose 14.9 percent year over year.

TRU, US89400J1079, Illustration mit AI erstellt.

TransUnion (ISIN US89400J1079) closed at USD 72.43 on the NYSE on September 18, 2026, leaving the stock near its 52-week low of USD 66.07. The latest analyst update keeps attention on valuation as UBS maintained a Hold rating with an USD 82.00 price target, according to The Globe and Mail on September 22, 2026.

UBS keeps a cautious target

UBS held its Hold assessment and set the target at USD 82.00 in the report cited on September 22, 2026. Barclays had also maintained a Hold rating with an USD 85.00 target on September 16, 2026, according to The Globe and Mail. The two targets sit USD 3.00 apart, while the reported consensus target was USD 96.38, or 32.0 percent above the cited closing price.

Revenue beat supports the case

TransUnion reported second-quarter 2026 EPS of USD 1.23, exceeding the USD 1.16 consensus estimate by USD 0.07, according to MarketBeat on September 21, 2026. Revenue reached USD 1.31 billion, above the USD 1.28 billion consensus estimate, and increased 14.9 percent from the same period a year earlier.

The company set third-quarter 2026 guidance at USD 1.18 to USD 1.21 EPS and full-year 2026 guidance at USD 4.75 to USD 4.83 EPS, as reported by MarketBeat. That guidance gives investors a concrete benchmark against which the next earnings update can be measured.

Stock remains below its yearly peak

Market data cited on September 22, 2026, put TransUnion's market capitalization at USD 13.71 billion, with a 52-week range of USD 63.37 to USD 89.25, according to MarketBeat. The USD 72.43 close was USD 16.82 below the reported high and USD 9.06 above the reported low, placing the stock closer to the lower end of that range than to its peak.

For investors, the central tension is visible in the numbers: second-quarter revenue grew 14.9 percent year over year and EPS beat consensus by USD 0.07, yet the cited analyst targets remain below the broader consensus target of USD 96.38.