Handelsbanken Fonder AB Increases Stock Position in TransUnion $TRU

Handelsbanken Fonder AB increased its position in TransUnion (NYSE:TRU) by 37.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 51,600 shares of the business services provider’s stock after acquiring an additional 14,069 shares during the period. Handelsbanken Fonder AB’s holdings in TransUnion were worth $4,425,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in TransUnion by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after acquiring an additional 517,098 shares during the last quarter. State Street Corp raised its holdings in TransUnion by 62.2% in the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after acquiring an additional 2,600,425 shares during the last quarter. Bessemer Group Inc. raised its holdings in TransUnion by 5.8% in the 4th quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock worth $323,185,000 after acquiring an additional 205,449 shares during the last quarter. Ninety One UK Ltd raised its holdings in TransUnion by 1.9% in the 4th quarter. Ninety One UK Ltd now owns 3,602,070 shares of the business services provider’s stock worth $308,877,000 after acquiring an additional 65,612 shares during the last quarter. Finally, APG Asset Management N.V. raised its holdings in TransUnion by 10.3% in the 3rd quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider’s stock worth $293,621,000 after acquiring an additional 328,541 shares during the last quarter.

Analyst Ratings Changes

TRU has been the subject of a number of recent analyst reports. Stifel Nicolaus decreased their price objective on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a report on Friday, February 13th. Bank of America decreased their price objective on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday. Mizuho initiated coverage on shares of TransUnion in a report on Thursday, April 16th. They issued a “neutral” rating and a $80.00 price objective for the company. New Street Research set a $100.00 price objective on shares of TransUnion in a report on Wednesday, March 11th. Finally, The Goldman Sachs Group decreased their price objective on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $91.27.

TransUnion Trading Up 1.8%

Shares of TRU stock opened at $70.70 on Friday. TransUnion has a 1 year low of $64.51 and a 1 year high of $99.39. The firm has a fifty day moving average price of $70.58 and a 200-day moving average price of $77.35. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. The company has a market cap of $13.63 billion, a price-to-earnings ratio of 19.59, a PEG ratio of 1.23 and a beta of 1.57.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the previous year, the firm posted $1.05 EPS. The company’s revenue for the quarter was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, equities analysts predict that TransUnion will post 4.21 earnings per share for the current year.

TransUnion Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th will be given a dividend of $0.125 per share. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s payout ratio is presently 13.85%.

Insider Buying and Selling at TransUnion

In other news, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $71.93, for a total transaction of $359,650.00. Following the completion of the sale, the insider owned 84,711 shares of the company’s stock, valued at $6,093,262.23. The trade was a 5.57% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 1,983 shares of the business’s stock in a transaction on Tuesday, April 21st. The shares were sold at an average price of $80.00, for a total transaction of $158,640.00. Following the sale, the executive vice president directly owned 39,080 shares of the company’s stock, valued at approximately $3,126,400. The trade was a 4.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 18,729 shares of company stock worth $1,387,839. 0.37% of the stock is currently owned by 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.