Meritage Group LP Sells 450,259 Shares of TransUnion $TRU

Meritage Group LP cut its position in TransUnion (NYSE:TRU) by 7.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 5,468,063 shares of the business services provider’s stock after selling 450,259 shares during the quarter. TransUnion comprises 13.1% of Meritage Group LP’s holdings, making the stock its 4th biggest position. Meritage Group LP owned approximately 2.82% of TransUnion worth $458,114,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of TRU. Invesco Ltd. raised its holdings 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 purchasing an additional 2,059,177 shares in the last quarter. Sei Investments Co. boosted its stake in TransUnion by 2.7% during the 3rd quarter. Sei Investments Co. now owns 65,681 shares of the business services provider’s stock valued at $5,503,000 after purchasing an additional 1,727 shares in the last quarter. Theleme Partners LLP increased its position in shares of TransUnion by 5.8% during the 3rd quarter. Theleme Partners LLP now owns 2,230,882 shares of the business services provider’s stock valued at $186,903,000 after purchasing an additional 122,525 shares during the period. UBS Group AG increased its position in shares of TransUnion by 92.0% during the 3rd quarter. UBS Group AG now owns 1,310,621 shares of the business services provider’s stock valued at $109,804,000 after purchasing an additional 628,045 shares during the period. Finally, Quadrant Capital Group LLC raised its stake in shares of TransUnion by 34.4% in the 3rd quarter. Quadrant Capital Group LLC now owns 3,541 shares of the business services provider’s stock worth $297,000 after buying an additional 907 shares in the last quarter.

Analysts Set New Price Targets

Several analysts recently commented on the stock. Morgan Stanley cut their target price on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday. Bank of America assumed coverage on shares of TransUnion in a research report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price target on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Finally, Barclays cut their target price 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. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $94.54.

TransUnion Stock Up 2.1%

Shares of NYSE TRU traded up $1.44 during trading hours on Friday, hitting $71.02. The stock had a trading volume of 260,705 shares, compared to its average volume of 2,815,811. The firm’s 50-day moving average price is $78.44 and its two-hundred day moving average price is $82.22. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The company has a market capitalization of $13.68 billion, a P/E ratio of 30.72, a P/E/G ratio of 1.31 and a beta of 1.70. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75.

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

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Thursday, February 26th will be issued a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.7%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date is Thursday, February 26th. TransUnion’s dividend payout ratio is 21.55%.

Insider Buying and Selling

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the transaction, the insider owned 31,725 shares in the company, valued at $2,499,612.75. This trade represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Heather J. Russell sold 4,067 shares of the business’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $77.37, for a total transaction of $314,663.79. Following the completion of the sale, the executive vice president owned 41,063 shares of the company’s stock, valued at $3,177,044.31. The trade was a 9.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 12,064 shares of company stock valued at $988,292. 0.22% of the stock is owned by corporate insiders.

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.