T. Rowe Price Investment Management Inc. Has $604.23 Million Stock Position in TransUnion $TRU

T. Rowe Price Investment Management Inc. cut its stake in shares of TransUnion (NYSE:TRU) by 0.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,046,378 shares of the business services provider’s stock after selling 9,086 shares during the period. T. Rowe Price Investment Management Inc. owned approximately 3.63% of TransUnion worth $604,227,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Eagle Bay Advisors LLC acquired a new position in shares of TransUnion during the 4th quarter worth about $25,000. Board of the Pension Protection Fund bought a new position in TransUnion during the 4th quarter worth approximately $26,000. Geneos Wealth Management Inc. grew its holdings in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the period. True Wealth Design LLC increased its stake in TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 245 shares in the last quarter. Finally, Cornerstone Planning Group LLC increased its stake in TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares in the last quarter.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on TRU shares. Morgan Stanley reduced their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Weiss Ratings lowered TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, May 8th. JPMorgan Chase & Co. decreased their target price on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Finally, Robert W. Baird set a $108.00 price target on TransUnion in a research report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $91.47.

TransUnion Trading Up 0.6%

NYSE TRU opened at $64.83 on Friday. The stock has a market capitalization of $12.50 billion, a price-to-earnings ratio of 17.96, a PEG ratio of 1.14 and a beta of 1.56. The stock’s 50 day moving average price is $70.49 and its two-hundred day moving average price is $75.65. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93. TransUnion has a 52 week low of $63.58 and a 52 week high of $99.39.

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

TransUnion Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were given a $0.125 dividend. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a yield of 0.8%. TransUnion’s dividend payout ratio (DPR) is 13.85%.

Insider Buying and Selling at TransUnion

In other news, insider Steven M. Chaouki sold 5,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $353,650.00. Following the completion of the transaction, the insider owned 99,906 shares in the company, valued at $7,066,351.38. This trade represents a 4.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $70,730.00. Following the completion of the sale, the insider directly owned 65,634 shares in the company, valued at approximately $4,642,292.82. This represents a 1.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 25,666 shares of company stock worth $1,843,542. Insiders own 0.37% of the company’s stock.

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.