Junto Capital Management LP Takes $78.97 Million Position in TransUnion $TRU

Posted by Stanley Muller on Sep 10th, 2026

Junto Capital Management LP purchased a new stake in shares of TransUnion (NYSE:TRU – Free Report) in the second quarter, according to its most recent disclosure with the SEC. The firm purchased 1,094,740 shares of the business services provider’s stock, valued at approximately $78,975,000. TransUnion makes up 1.4% of Junto Capital Management LP’s investment portfolio, making the stock its 25th largest position.

Other institutional investors have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. grew its stake in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new position in shares of TransUnion in the third quarter worth about $36,000. Osterweis Capital Management Inc. acquired a new position in shares of TransUnion in the second quarter worth about $45,000. EverSource Wealth Advisors LLC boosted its holdings in TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares during the last quarter. Finally, Essential Partners LLC boosted its holdings in TransUnion by 63.7% in the first quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after purchasing an additional 237 shares during the last quarter.

TransUnion Stock Down 0.7%

Shares of TransUnion stock opened at $77.08 on Thursday. The business has a 50-day moving average price of $80.11 and a 200 day moving average price of $74.19. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50. The firm has a market cap of $14.77 billion, a P/E ratio of 20.34, a P/E/G ratio of 1.28 and a beta of 1.54. 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 (NYSE:TRU – Get Free Report) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.TransUnion’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter last year, the business 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, sell-side analysts forecast that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Thursday, August 20th were given 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 of this dividend was Thursday, August 20th. TransUnion’s dividend payout ratio is currently 13.19%.

Insider Activity

In other TransUnion news, EVP Alicia Zuiker sold 8,673 shares of the stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total transaction of $680,743.77. Following the sale, the executive vice president directly owned 41,883 shares of the company’s stock, valued at approximately $3,287,396.67. This represents a 17.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $84.42, for a total transaction of $84,420.00. Following the completion of the transaction, the insider owned 55,764 shares in the company, valued at approximately $4,707,596.88. The trade was a 1.76% decrease in their ownership of the stock. 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 a total of 49,160 shares of company stock valued at $3,969,871 over the last three months. 0.37% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

TRU has been the topic of several analyst reports. Barclays lifted their price objective on TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 29th. Stifel Nicolaus increased their target price on TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Griffin Securities set a $98.00 price target on shares of TransUnion in a research report on Wednesday, July 29th. Morgan Stanley restated an “overweight” rating and issued a $106.00 price target on shares of TransUnion in a research note on Wednesday, July 29th. Finally, Bank of America cut their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, TransUnion has an average rating of “Moderate Buy” and an average target price of $94.38.

Read Our Latest Research Report on TransUnion

About TransUnion

(Free Report)

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.