52,351 Shares in TransUnion $TRU Bought by Ninety One North America Inc.

Ninety One North America Inc. acquired a new position in shares of TransUnion (NYSE:TRU) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 52,351 shares of the business services provider’s stock, valued at approximately $4,489,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of TRU. State Street Corp grew its holdings 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 acquiring an additional 2,600,425 shares during the period. Invesco Ltd. grew its holdings in TransUnion by 355.9% during the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock worth $220,993,000 after acquiring an additional 2,059,177 shares during the period. Egerton Capital UK LLP acquired a new position in TransUnion during the third quarter worth $122,742,000. Danica Pension Livsforsikringsaktieselskab acquired a new position in TransUnion during the third quarter worth $109,156,000. Finally, Ninety One UK Ltd grew its holdings 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 acquiring an additional 1,219,360 shares during the period.

Analyst Upgrades and Downgrades

A number of analysts have commented on TRU shares. Wells Fargo & Company decreased their target price on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research report on Friday, February 13th. Mizuho started coverage on TransUnion in a research report on Thursday. They set a “neutral” rating and a $80.00 target price on the stock. Morgan Stanley decreased their target price on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Needham & Company LLC decreased their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Finally, UBS Group decreased their target price on TransUnion from $72.00 to $69.00 and set a “neutral” rating on the stock in a research report on Monday, April 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $92.53.

TransUnion Stock Up 3.7%

Shares of NYSE:TRU opened at $78.44 on Friday. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39. The stock’s fifty day simple moving average is $72.70 and its 200-day simple moving average is $78.86. The company has a market capitalization of $15.13 billion, a P/E ratio of 33.81, a P/E/G ratio of 1.35 and a beta of 1.71.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) 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 business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same period in the prior year, the business earned $0.97 earnings per share. The business’s revenue was up 13.0% on a year-over-year basis. 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, equities research analysts forecast that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were issued a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Thursday, February 26th. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is currently 21.55%.

Insider Activity at TransUnion

In other news, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the transaction, the insider directly owned 89,711 shares in the company, valued at $6,279,770. This represents a 5.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 4,067 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was 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 in the company, valued at approximately $3,177,044.31. This trade represents a 9.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 11,746 shares of company stock valued at $872,979. 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.