Goldman Sachs cuts TransUnion target to USD 77.00. TransUnion stock gains 5.19 percent

Published on 10/02/2026 at 15:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Adjusted earnings per share hit USD 1.23 versus USD 1.16 consensus. TransUnion stock costs EUR 55.75 on October 2, 2026 after EUR 53.00.

TRU, US89400J1079, Illustration mit AI erstellt.

Goldman Sachs cut its TransUnion target from USD 89.00 to USD 77.00 while keeping a Neutral rating, MarketBeat reported on September 30, 2026. TransUnion stock was trading at EUR 55.75 at Lang & Schwarz on October 2, 2026 at 3:36 p.m. CEST, plus 5.19 percent versus the prior close of EUR 53.00.

Guidance holds through CFO transition

TransUnion's latest leadership change centers on Todd M. Cello, who intends to resign as executive vice president and chief financial officer effective December 31, 2026. The filing says Cello will provide transition services through March 1, 2027, while the company searches for a successor, according to StockTitan on September 23, 2026.

The same filing says TransUnion reaffirmed third-quarter and full-year 2026 guidance for revenue, adjusted earnings before interest, taxes, depreciation and amortization, and adjusted diluted earnings per share. It also states that the departure is not expected to affect operations, strategic priorities, long-term financial targets or capital allocation.

Second-quarter figures beat consensus

The operating backdrop is stronger than the share-price history suggests. MarketBeat reported that adjusted earnings per share reached USD 1.23 in the second quarter of 2026, above the USD 1.16 consensus estimate. Revenue reached USD 1.31 billion, exceeding the USD 1.28 billion estimate and increasing 14.90 percent from the same quarter a year earlier.

The company also set third-quarter 2026 adjusted earnings per share guidance at USD 1.18-1.21 against a USD 1.19 consensus estimate. Full-year 2026 adjusted earnings per share guidance stands at USD 4.75-4.83, keeping the next results cycle centered on execution rather than a change in the stated outlook.

Target cut contrasts with daily rebound

Goldman Sachs' September 30 target reduction creates a clear counterpoint to the intraday move. The cut from USD 89.00 to USD 77.00 lowers the published valuation reference even as the Lang & Schwarz quote stands EUR 2.75 above its prior close.

For investors, the key split is between continuity in the operating plan and a more cautious external valuation. TransUnion's market capitalization was USD 12.2 billion as of October 2, 2026, while its NYSE listing and TRU ticker are identified in the company's filing and market data.

TransUnion stock trades at EUR 55.75

TransUnion stock was trading at EUR 55.75 at Lang & Schwarz on October 2, 2026 at 3:36 p.m. CEST, up 5.19 percent versus the Lang & Schwarz prior close of EUR 53.00 on October 1, 2026. The reference price is an intraday euro quotation and is separate from the NYSE price in USD.