Wealth Enhancement Advisory Services LLC boosted its position in shares of TransUnion (NYSE:TRU – Free Report) by 104.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 17,246 shares of the business services provider’s stock after acquiring an additional 8,793 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in TransUnion were worth $1,427,000 as of its most recent filing with the SEC.
Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in shares of TransUnion by 2.8% in 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 last quarter. State Street Corp boosted its position in TransUnion by 62.2% in the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after buying an additional 2,600,425 shares during the last quarter. Ninety One UK Ltd boosted its position in TransUnion by 52.6% in the third quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock valued at $296,284,000 after buying an additional 1,219,360 shares during the last quarter. APG Asset Management N.V. increased its holdings in TransUnion by 10.3% in the 3rd quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider’s stock worth $293,621,000 after buying an additional 328,541 shares during the period. Finally, Victory Capital Management Inc. raised its position in TransUnion by 3.9% during the 3rd quarter. Victory Capital Management Inc. now owns 3,267,053 shares of the business services provider’s stock worth $273,714,000 after buying an additional 121,526 shares during the last quarter.
Wall Street Analyst Weigh In
Several brokerages have commented on TRU. Needham & Company LLC decreased their price objective on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research note on Friday, February 13th. The Goldman Sachs Group reduced their target price on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Stifel Nicolaus decreased their target price on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research report on Friday, February 13th. BMO Capital Markets raised shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Finally, Barclays cut their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research report on Friday, February 13th. One 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 stock. According to MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.54.
Insiders Place Their Bets
In other TransUnion news, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $69.20, for a total value of $34,600.00. Following the completion of the transaction, the insider owned 55,763 shares in the company, valued at approximately $3,858,799.60. This represents a 0.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through 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 shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the sale, the executive vice president owned 41,063 shares in the company, valued at $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. Over the last quarter, insiders sold 6,746 shares of company stock worth $522,979. Company insiders own 0.22% of the company’s stock.
TransUnion Trading Down 0.1%
TransUnion stock opened at $69.28 on Friday. The firm has a market cap of $13.37 billion, a PE ratio of 29.86, a P/E/G ratio of 1.27 and a beta of 1.71. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The stock’s 50 day simple moving average is $73.60 and its two-hundred day simple moving average is $79.91. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08.
TransUnion (NYSE:TRU – Get Free Report) last posted its earnings results 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 net margin of 9.95% and a return on equity of 16.19%. The firm had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.13 billion. During the same period in the previous year, the firm earned $0.97 EPS. The business’s quarterly 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. Analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.
TransUnion Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were issued a $0.125 dividend. The ex-dividend date of this dividend was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion’s dividend payout ratio is presently 21.55%.
TransUnion Profile
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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