ProShare Advisors LLC Makes New $694,000 Investment in TransUnion $TRU

ProShare Advisors LLC bought a new stake in shares of TransUnion (NYSE:TRU) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 8,286 shares of the business services provider’s stock, valued at approximately $694,000.

Several other hedge funds have also made changes to their positions in the stock. Allianz Asset Management GmbH lifted its holdings in TransUnion by 202.1% in the third quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock worth $13,732,000 after purchasing an additional 109,662 shares during the period. Principal Financial Group Inc. lifted its stake in shares of TransUnion by 5,046.6% in the 3rd quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock worth $36,267,000 after acquiring an additional 424,470 shares during the period. Oregon Public Employees Retirement Fund bought a new position in shares of TransUnion in the third quarter valued at approximately $3,284,000. Diamond Hill Capital Management Inc. increased its stake in shares of TransUnion by 7.8% during the third quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock valued at $28,648,000 after acquiring an additional 24,641 shares during the period. Finally, Allspring Global Investments Holdings LLC raised its holdings in TransUnion by 3.2% during the third quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock worth $37,375,000 after purchasing an additional 13,952 shares in the last quarter.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on TRU shares. UBS Group set a $90.00 price target on TransUnion and gave the company a “neutral” rating in a research report on Friday, October 24th. Needham & Company LLC lowered their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a report on Friday. JPMorgan Chase & Co. cut their price target on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a report on Friday, October 24th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $111.00 target price on shares of TransUnion in a report on Friday. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $95.00.

Insider Activity

In related news, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the transaction, the executive vice president directly owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. The trade was a 7.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the sale, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. The trade was a 1.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 7,818 shares of company stock worth $663,883. 0.25% of the stock is owned by corporate insiders.

TransUnion Price Performance

TRU stock opened at $73.83 on Tuesday. TransUnion has a one year low of $65.24 and a one year high of $101.19. The firm has a 50-day moving average of $82.07 and a two-hundred day moving average of $83.91. The firm has a market capitalization of $14.34 billion, a PE ratio of 31.83, a P/E/G ratio of 1.42 and a beta of 1.70. The company has a current ratio of 1.75, a quick ratio of 2.01 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same quarter in the previous year, the business earned $0.97 earnings per share. The firm’s revenue was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be given a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. This is a boost from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Thursday, February 26th. TransUnion’s payout ratio is 19.83%.

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.