$TRU

CoStar (CSGP) reported Q2 revenue of $925M, up 18.4% YoY, meeting expectations but delivering the weakest guidance among peers. EXL (EXLS) outperformed with $594.8M revenue, up 15.6% YoY, and raised full-year guidance. Equifax (EFX) and TransUnion (TRU) also reported, with TRU raising guidance. The sector saw mixed results, with revenues 1% above consensus but next quarter's guidance 1.3% below. Stocks are up 7.8% on average since earnings.

Deutsche Bank analyst Faiza Alwy identified top Business and Info Services stocks post-Q2 earnings. Aramark (ARMK) and TransUnion (TRU) raised outlooks, while CoStar Group (CSGP) lowered guidance. Equifax (EFX) and Fair Isaac (FICO) beat EPS estimates. Moody’s (MCO) and S&P Global (SPGI) surpassed revenue and profit forecasts. Republic Services (RSG) and Trinity Health (TH) showed upside potential. Deutsche Bank upgraded Trinity Health (TH) to Buy.

Wolfe Research says TransUnion India’s consumer credit revenue growth improved from -5.5% YoY in Q1 to +8% in Q2, after inquiry volumes stabilized and new business wins. It expects similar Q3 growth and faster Q4, with model estimates of ~11% YoY in Q3 and ~15% in Q4. RBI credit growth rose in April to June.

Zuiker Alicia Brooke (EVP, CHRO) sold 8,673 shares of TransUnion (TRU) at $78.49 ($0.68M total) on 2026-08-11 under a Rule 10b5-1 trading plan.

Publicis Groupe said it will acquire LiveRamp for $2.167 billion, framing LiveRamp’s identity technology as neutral by design. Omnicom accelerated its LiveRamp contract termination and WPP said it stopped using LiveRamp. The article argues ad holding companies are building proprietary identity infrastructure, affecting data sharing and activation strategies.

RBC Capital analyst Ashish Sabadra reiterated a Buy on TransUnion (TRU) on Aug. 6, setting a $100 price target. TRU shares closed at $79.20. TipRanks cites a Moderate Buy consensus with a $95.80 average target. J.P. Morgan also kept a Buy with a $105 target. For the quarter ended June 30, TRU reported $1.31B revenue and $252.9M net profit.

TransUnion (according to the company) declared a cash dividend of $0.125 per share for Q2 2026. The dividend is payable on September 4, 2026, to shareholders of record as of August 20, 2026. The announcement provides background on TransUnion’s data and analytics segments.

TransUnion (NYSE: TRU) said its Q2 2026 Credit Industry Insights Report shows consumer credit access expanding. About 261.7 million consumers carried balances and total outstanding balances rose to $18.6 trillion (+2.8% YoY). Balance-level delinquency is largely flat at 1.98% (Q2 2026). Bankcard balances rose 4.4% YoY to $1.14 trillion; 90+ DPD was 2.26%.

TransUnion (TRU) reported higher Q2 2026 results, with revenue of $1,309.6 million and net income of $143.4 million, and upgraded full-year 2026 guidance. The company projected FY2026 revenue of $5,127 million to $5,162 million and net income of $807 million to $821 million, plus updated Q3 outlook and ongoing buybacks. Key investor focus is profitability improvement versus data/privacy and cyber risks.

TipRanks reports bullish analyst views on Arthur J. Gallagher & Co (AJG) and TransUnion (TRU), citing Morgan Stanley’s Bob Huang (Buy, $255 target) and J.P. Morgan’s Andrew Steinerman (Buy, $105 target). It also covers Provident Financial Services (PFS), with Raymond James’ Steve Moss (Buy, $30 target). Consensus targets imply upside for each stock.