OMERS ADMINISTRATION Corp acquired a new stake in TransUnion (NYSE:TRU – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 10,093 shares of the business services provider’s stock, valued at approximately $728,000.
Other institutional investors have also made changes to their positions in the company. BlackRock Inc. purchased a new stake in TransUnion during the 2nd quarter worth $1,367,560,000. Dodge & Cox purchased a new position in TransUnion in the 4th quarter valued at about $843,952,000. Independent Franchise Partners LLP grew its stake in shares of TransUnion by 99.7% during the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after acquiring an additional 4,561,619 shares in the last quarter. State Street Corp grew its stake in shares of TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after acquiring an additional 50,232 shares in the last quarter. Finally, Van ECK Associates Corp increased its position in shares of TransUnion by 7.0% during the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after acquiring an additional 323,149 shares during the last quarter.
Analyst Ratings Changes
TRU has been the topic of several recent analyst reports. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, August 13th. Wells Fargo & Company lifted their price objective on TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a report on Wednesday, July 29th. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research report on Sunday, August 9th. Morgan Stanley reiterated an “overweight” rating and set a $106.00 target price on shares of TransUnion in a research note on Wednesday, July 29th. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $82.00 price target on shares of TransUnion in a research note on Tuesday, July 28th. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $94.38.
TransUnion Trading Up 0.3%
NYSE:TRU opened at $84.74 on Friday. The company has a market cap of $16.24 billion, a PE ratio of 22.36, a P/E/G ratio of 1.39 and a beta of 1.53. The business’s 50 day moving average is $77.76 and its two-hundred day moving average is $73.70. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 52 week low of $63.37 and a 52 week high of $95.50.
TransUnion (NYSE:TRU – Get Free Report) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business’s revenue was up 14.9% compared to the same quarter last year. During the same period in the prior year, the company posted $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, analysts predict that TransUnion will post 4.24 EPS for the current year.
TransUnion Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be given a $0.125 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $0.50 annualized dividend and a yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.
Insider Transactions at TransUnion
In other TransUnion news, EVP Alicia Brooke Zuiker sold 8,673 shares of the firm’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the sale, the executive vice president directly owned 41,883 shares in the company, valued at approximately $3,287,396.67. This trade represents a 17.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the business’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total transaction of $77,760.00. Following the transaction, the chief accounting officer directly owned 5,843 shares of the company’s stock, valued at approximately $467,440. This trade represents a 14.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 52,090 shares of company stock valued at $4,134,921 over the last three months. 0.37% of the stock is currently owned by company insiders.
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.
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