Talon Private Wealth LLC acquired a new stake in shares of TransUnion (NYSE:TRU – Free Report) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 10,660 shares of the business services provider’s stock, valued at approximately $738,000.
Several other large investors also recently modified their holdings of TRU. Dodge & Cox bought a new position in shares of TransUnion during the 4th quarter worth approximately $843,952,000. Independent Franchise Partners LLP grew its position in TransUnion by 99.7% in 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 during the period. State Street Corp grew 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 acquiring an additional 2,600,425 shares during the period. Invesco Ltd. raised its stake 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 in the last quarter. Finally, Vulcan Value Partners LLC acquired a new position in TransUnion during the fourth quarter worth $91,043,000.
Analysts Set New Price Targets
Several brokerages have recently commented on TRU. Barclays boosted their target price on shares of TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a research note on Wednesday. JPMorgan Chase & Co. dropped their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Wednesday, April 29th. Mizuho dropped their target price on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research report on Thursday, July 2nd. Bank of America cut their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday, May 19th. Finally, Needham & Company LLC upped their price objective on shares of TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $94.38.
TransUnion Price Performance
Shares of TRU stock opened at $83.84 on Thursday. TransUnion has a 1 year low of $63.37 and a 1 year high of $99.39. The firm’s 50 day moving average is $72.70 and its 200-day moving average is $73.63. The firm has a market capitalization of $16.16 billion, a price-to-earnings ratio of 22.12, a PEG ratio of 1.50 and a beta of 1.55. The company has a current ratio of 1.90, a quick ratio of 1.93 and a debt-to-equity ratio of 1.07.
TransUnion (NYSE:TRU – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter last year, the business posted $1.08 earnings per share. TransUnion’s revenue for the quarter was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts forecast that TransUnion will post 4.14 EPS for the current fiscal year.
TransUnion Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were paid a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is 13.19%.
Insider Buying and Selling
In related news, insider Steven M. Chaouki sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $726,400.00. Following the transaction, the insider owned 89,906 shares in the company, valued at $6,530,771.84. This trade represents a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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 Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $72,640.00. Following the completion of the transaction, the insider owned 64,634 shares in the company, valued at approximately $4,695,013.76. This represents a 1.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 53,650 shares of company stock worth $4,174,177. 0.37% of the stock is currently owned by company insiders.
TransUnion News Summary
Here are the key news stories impacting TransUnion this week:
- Positive Sentiment: TransUnion reported second-quarter revenue of $1.31 billion, up 14.9% year over year and above the $1.28 billion consensus estimate. Adjusted EPS of $1.23 also exceeded expectations of approximately $1.14-$1.16 and rose from $1.08 a year earlier. TransUnion Announces Strong Second Quarter 2026 Results
- Positive Sentiment: Management raised fiscal 2026 EPS guidance to $4.75-$4.83, above the $4.67 consensus, while forecasting full-year revenue of $5.1-$5.2 billion. Growth in financial services, international markets and acquisition-related expansion—particularly in Latin America—supported investor enthusiasm.
- Positive Sentiment: Analysts increased their targets after the results: Wells Fargo raised its target to $102 from $90 and retained an Overweight rating; Baird lifted its target to $115 from $108 with an Outperform rating; Needham raised its target to $100 from $95 with a Buy rating; and Barclays increased its target to $85 from $80 while maintaining Equal Weight. TransUnion Strong Q2 Beat and Raised Guidance
- Neutral Sentiment: Third-quarter EPS guidance of $1.18-$1.21 is broadly in line with consensus, suggesting investors may now look for continued execution to justify the rally and the stock’s elevated valuation.
- Negative Sentiment: EVP Mohamed Abdelsadek sold 23,495 shares worth nearly $2.0 million under a pre-arranged Rule 10b5-1 plan. Quiver data also shows 14 insider sales and no purchases over the past six months, a potential sentiment concern, although planned sales do not necessarily signal deteriorating business conditions. SEC Insider Sale Filing
- Negative Sentiment: The company flagged a surge in auto-loan fraud losses, which could pressure lending-related customers and remains a risk to credit-market growth.
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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