Segall Bryant & Hamill LLC Buys 14,735 Shares of TransUnion $TRU

Segall Bryant & Hamill LLC increased its stake in shares of TransUnion (NYSE:TRU) by 9.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 166,683 shares of the business services provider’s stock after purchasing an additional 14,735 shares during the quarter. Segall Bryant & Hamill LLC’s holdings in TransUnion were worth $13,965,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Geneos Wealth Management Inc. raised its stake in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares during the period. Elevation Point Wealth Partners LLC bought a new position in TransUnion during the 2nd quarter valued at about $34,000. MAI Capital Management raised its position in TransUnion by 333.3% in the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after purchasing an additional 310 shares during the period. Clearstead Advisors LLC raised its position in TransUnion by 189.6% in the 3rd quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after purchasing an additional 328 shares during the period. Finally, Osterweis Capital Management Inc. bought a new stake in TransUnion in the second quarter worth about $45,000.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on TRU. Bank of America assumed coverage on TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price on the stock. Needham & Company LLC dropped their price objective on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a report on Friday, February 13th. Barclays cut their price objective 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. Robert W. Baird set a $107.00 target price on TransUnion in a research report on Friday, February 13th. Finally, Wells Fargo & Company lowered their target price on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $94.92.

TransUnion Trading Up 1.2%

Shares of NYSE TRU opened at $79.27 on Wednesday. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The business has a fifty day simple moving average of $80.06 and a two-hundred day simple moving average of $82.79. The firm has a market cap of $15.27 billion, a PE ratio of 34.17, a price-to-earnings-growth ratio of 1.43 and a beta of 1.70. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. The business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The business’s revenue was up 13.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.97 EPS. 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 expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Thursday, February 26th will be given a dividend of $0.125 per share. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. TransUnion’s payout ratio is 21.55%.

Insider Activity

In other news, insider Todd C. Skinner sold 500 shares of the company’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 value 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 represents a 1.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the transaction, the insider owned 61,592 shares in the company, valued at approximately $5,279,050.32. This represents a 1.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 6,818 shares of company stock worth $579,843. 0.25% of the stock is currently owned by corporate insiders.

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.