Insider Selling: TransUnion (NYSE:TRU) Insider Sells 500 Shares of Stock

TransUnion (NYSE:TRU) insider Todd Skinner sold 500 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the sale, the insider owned 31,725 shares of the company’s stock, valued at approximately $2,499,612.75. This trade represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

TransUnion Stock Down 12.6%

Shares of TransUnion stock traded down $9.75 during trading on Tuesday, reaching $67.46. The company’s stock had a trading volume of 6,444,824 shares, compared to its average volume of 2,326,885. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 1.10. The company has a market cap of $13.10 billion, a price-to-earnings ratio of 31.53, a P/E/G ratio of 1.49 and a beta of 1.70. TransUnion has a 1-year low of $66.38 and a 1-year high of $101.19. The company has a 50-day simple moving average of $84.49 and a two-hundred day simple moving average of $85.59.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 8th. Shareholders of record on Friday, November 21st were paid a dividend of $0.115 per share. The ex-dividend date was Friday, November 21st. This represents a $0.46 dividend on an annualized basis and a yield of 0.7%. TransUnion’s dividend payout ratio is presently 21.50%.

Key TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion signed a definitive agreement to acquire the mobile division of RealNetworks to bolster voice, messaging and anti‑fraud capabilities; management says the deal brings AI/ML, real‑time analytics and carrier relationships that should expand Trusted Call and messaging solutions and open new revenue opportunities. The company expects to fund the deal with cash and says it should not materially impact leverage; closing expected in H1 2026. Read More.
• Positive Sentiment: Company research highlights resilient vehicle purchase intent and rising interest in hybrids/EVs despite affordability pressures — a backdrop that can support TransUnion’s auto and consumer-credit data products and related growth. Read More.
• Neutral Sentiment: Multiple outlets are covering the RealNetworks transaction (PYMNTS, Quiver, MSN). Coverage reiterates strategic rationale but notes terms were not disclosed; transaction remains subject to customary closing conditions and regulatory approval. Read More.
• Negative Sentiment: Insider selling: Todd C. Skinner sold 500 shares (avg. $78.79) in early February per an SEC Form 4 filing; investor attention to insider sales is heightened by multiple recent insider dispositions reported across the company. Read More.
• Negative Sentiment: Opinion/coverage raising concerns: at least one outlet published a piece listing risks around TRU’s business, which can pressure sentiment amid a pullback from higher levels. Read More.

Institutional Investors Weigh In On TransUnion

Several hedge funds have recently bought and sold shares of TRU. State Street Corp increased its holdings in shares of TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after purchasing an additional 2,600,425 shares in the last quarter. Independent Franchise Partners LLP grew its position in TransUnion by 119.5% during the second quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after buying an additional 2,530,335 shares during the period. Invesco Ltd. increased its holdings in TransUnion by 355.9% in the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after buying an additional 2,059,177 shares in the last quarter. Norges Bank acquired a new position in shares of TransUnion in the second quarter worth about $150,333,000. Finally, Egerton Capital UK LLP acquired a new position in shares of TransUnion in the third quarter worth about $122,742,000.

Analyst Ratings Changes

Several research firms recently issued reports on TRU. Wells Fargo & Company cut their target price on TransUnion from $118.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday, January 14th. Oppenheimer started coverage on TransUnion in a report on Monday, October 13th. They issued an “outperform” rating and a $93.00 price objective on the stock. Robert W. Baird set a $125.00 price objective on TransUnion in a research note on Friday, October 24th. Morgan Stanley dropped their target price on TransUnion from $122.00 to $120.00 and set an “overweight” rating on the stock in a research report on Wednesday, December 17th. Finally, UBS Group set a $90.00 price target on shares of TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and an average price target of $101.08.

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.