TransUnion $TRU Position Trimmed by Markel Group Inc.

Markel Group Inc. decreased its holdings in shares of TransUnion (NYSE:TRU) by 98.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,000 shares of the business services provider’s stock after selling 99,050 shares during the period. Markel Group Inc.’s holdings in TransUnion were worth $172,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in TRU. Eagle Bay Advisors LLC bought a new position in shares of TransUnion during the fourth quarter worth about $25,000. Geneos Wealth Management Inc. grew its position in shares of TransUnion by 1,318.2% during the first 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 last quarter. Board of the Pension Protection Fund bought a new position in shares of TransUnion during the fourth quarter worth about $26,000. True Wealth Design LLC grew its position in shares of TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after acquiring an additional 245 shares during the last quarter. Finally, Cornerstone Planning Group LLC grew its position in shares of TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after acquiring an additional 220 shares during the last quarter.

TransUnion Stock Performance

Shares of TRU opened at $70.70 on Friday. The firm has a 50-day moving average price of $70.58 and a 200 day moving average price of $77.35. The firm has a market capitalization of $13.63 billion, a PE ratio of 19.59, a P/E/G ratio of 1.23 and a beta of 1.57. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. TransUnion has a 52-week low of $64.51 and a 52-week high of $99.39.

TransUnion (NYSE:TRU) last announced its earnings results 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. The firm had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. TransUnion’s revenue was up 13.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, sell-side analysts anticipate that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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

Insider Activity at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 4,067 shares of the company’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the completion of the sale, the executive vice president directly owned 41,063 shares of the company’s stock, valued at approximately $3,177,044.31. This represents a 9.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Jennifer A. Williams sold 1,679 shares of the company’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the completion of the sale, the chief accounting officer directly owned 7,219 shares of the company’s stock, valued at $577,520. The trade was a 18.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 18,729 shares of company stock worth $1,387,839. 0.37% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. Stifel Nicolaus lowered their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research report on Friday, February 13th. New Street Research set a $100.00 price target on shares of TransUnion in a research report on Wednesday, March 11th. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. Bank of America lowered their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday. Finally, Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $91.27.

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.