TRU

Over the past six months, TransUnion's stock experienced several notable events. The company announced strong Q2 2026 earnings, surpassing analyst expectations for both EPS and revenue, which led to raised full-year guidance. Following these results, shares rallied approximately 18.3% due to AI-driven data demand and OneTru product expansion, but then plunged nearly 6% after the FHFA Director accused credit bureaus of 'cartel-like' overcharging on mortgage credit reports and considered a shift to a bi-merge reporting model. Insider selling saw company insiders dispose of US$2.3 million more than they bought in the 12 months leading up to September 2026, including a significant sale by an Executive VP. In September 2026, TransUnion unveiled a new 0-999 credit score system incorporating broader data inputs. The company declared a quarterly dividend of $0.125 per share in August 2026 and was removed from the FTSE All-World Index (USD) in September 2026. Despite some challenges, Wall Street Zen upgraded TransUnion to 'buy' in September 2026, with other brokerages also raising price objectives and maintaining 'buy' ratings in July 2026.