Heather Russell Sells 1,983 Shares of TransUnion (NYSE:TRU) Stock

TransUnion (NYSE:TRU) EVP Heather Russell sold 1,983 shares of the stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $80.00, for a total value of $158,640.00. Following the completion of the transaction, the executive vice president owned 39,080 shares in the company, valued at approximately $3,126,400. The trade was a 4.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Price Performance

TRU stock opened at $73.09 on Friday. The business has a 50 day moving average price of $72.92 and a 200 day moving average price of $78.76. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The stock has a market cap of $14.10 billion, a price-to-earnings ratio of 31.51, a PEG ratio of 1.32 and a beta of 1.71. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS 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 company had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same period in the prior year, the firm posted $0.97 earnings per share. The firm’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. Equities research analysts anticipate that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Investors 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. The ex-dividend date of this dividend was Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s payout ratio is 21.55%.

Institutional Investors Weigh In On TransUnion

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Covestor Ltd boosted its position in TransUnion by 20.9% during the third quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock worth $62,000 after acquiring an additional 127 shares during the last quarter. DAVENPORT & Co LLC raised its holdings in TransUnion by 0.4% in the 3rd quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock valued at $2,779,000 after acquiring an additional 137 shares during the last quarter. Global Retirement Partners LLC raised its holdings in TransUnion by 26.1% in the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock valued at $59,000 after acquiring an additional 143 shares during the last quarter. Rovin Capital UT ADV lifted its stake in shares of TransUnion by 2.3% during the 3rd quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider’s stock worth $537,000 after purchasing an additional 147 shares during the period. Finally, Cornerstone Investment Partners LLC lifted its stake in shares of TransUnion by 1.7% during the 3rd quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider’s stock worth $860,000 after purchasing an additional 167 shares during the period.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on TRU. Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Bank of America started coverage on shares of TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective on the stock. Robert W. Baird set a $107.00 price target on TransUnion in a research note on Friday, February 13th. The Goldman Sachs Group dropped 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. Finally, Morgan Stanley cut their price target on TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus price target of $92.53.

TransUnion Company 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.