Robeco Institutional Asset Management B.V. Sells 167,122 Shares of TransUnion $TRU

Robeco Institutional Asset Management B.V. lowered its stake in shares of TransUnion (NYSE:TRU) by 64.7% in the fourth quarter, Holdings Channel reports. The firm owned 91,200 shares of the business services provider’s stock after selling 167,122 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in TransUnion were worth $7,820,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its position in TransUnion by 2.8% during the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after purchasing an additional 517,098 shares during the period. State Street Corp boosted its position in TransUnion by 62.2% during the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after purchasing an additional 2,600,425 shares during the period. Ninety One UK Ltd boosted its position in TransUnion by 52.6% during the third quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock worth $296,284,000 after purchasing an additional 1,219,360 shares during the period. APG Asset Management N.V. boosted its position in TransUnion by 10.3% during the third quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider’s stock worth $293,621,000 after purchasing an additional 328,541 shares during the period. Finally, Victory Capital Management Inc. boosted its position in TransUnion by 3.9% during the third quarter. Victory Capital Management Inc. now owns 3,267,053 shares of the business services provider’s stock worth $273,714,000 after purchasing an additional 121,526 shares during the period.

TransUnion Stock Up 3.1%

TRU opened at $74.66 on Thursday. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08. The stock has a market capitalization of $14.40 billion, a price-to-earnings ratio of 32.18, a P/E/G ratio of 1.33 and a beta of 1.71. The business has a 50 day moving average of $72.49 and a 200-day moving average of $78.93.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The company had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same period in the prior year, the business earned $0.97 earnings per share. TransUnion’s revenue for the quarter was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. As a group, sell-side analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were given a $0.125 dividend. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. TransUnion’s dividend payout ratio (DPR) is currently 21.55%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. Robert W. Baird set a $107.00 target price on TransUnion in a research report on Friday, February 13th. Bank of America initiated coverage on TransUnion in a research report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective for the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. Finally, BMO Capital Markets raised TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, TransUnion has a consensus rating of “Moderate Buy” and a consensus target price of $93.43.

Insider Transactions at TransUnion

In related news, CAO Jennifer A. Williams sold 1,679 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total value of $134,320.00. Following the completion of the transaction, the chief accounting officer directly owned 7,219 shares in the company, valued at approximately $577,520. This represents a 18.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Heather J. Russell sold 4,067 shares of the company’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the completion of the transaction, the executive vice president owned 41,063 shares of the company’s stock, valued at $3,177,044.31. The trade was a 9.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 11,746 shares of company stock valued at $872,979. Company insiders own 0.37% of the company’s stock.

About TransUnion

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.