South Dakota Investment Council Buys Shares of 28,700 TransUnion $TRU

South Dakota Investment Council bought a new position in TransUnion (NYSE:TRU) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 28,700 shares of the business services provider’s stock, valued at approximately $2,404,000.

A number of other hedge funds also recently made changes to their positions in TRU. Royal Bank of Canada boosted its position in shares of TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after buying an additional 34,867 shares during the period. Geneos Wealth Management Inc. boosted its position in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares during the period. World Investment Advisors acquired a new position in TransUnion during the 2nd quarter worth $231,000. Atria Investments Inc grew its stake in shares of TransUnion by 4.2% in the second quarter. Atria Investments Inc now owns 9,305 shares of the business services provider’s stock worth $819,000 after purchasing an additional 373 shares in the last quarter. Finally, Sigma Planning Corp acquired a new position in shares of TransUnion during the second quarter valued at $447,000.

Insiders Place Their Bets

In related news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the sale, the insider owned 61,592 shares in the company, valued at approximately $5,279,050.32. This represents a 1.60% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Tiffani Chambers sold 4,318 shares of TransUnion stock in a transaction that occurred 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 owned 50,427 shares in the company, valued at approximately $4,336,722. The trade was a 7.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 6,818 shares of company stock worth $579,843. Company insiders own 0.22% of the company’s stock.

TransUnion Trading Down 2.1%

TransUnion stock opened at $77.54 on Thursday. The firm has a market cap of $14.93 billion, a price-to-earnings ratio of 33.42, a price-to-earnings-growth ratio of 1.45 and a beta of 1.70. TransUnion has a 1 year low of $65.24 and a 1 year high of $99.39. The firm’s 50 day moving average price is $79.88 and its two-hundred day moving average price is $82.75. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75.

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

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be paid a $0.125 dividend. 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%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is 21.55%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on TRU. Bank of America assumed coverage on shares of TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. The Goldman Sachs Group dropped their target price on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Wells Fargo & Company decreased their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. Finally, BMO Capital Markets raised TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $94.92.

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.