Hsbc Holdings PLC Decreases Stake in TransUnion $TRU

Hsbc Holdings PLC lessened its holdings in shares of TransUnion (NYSE:TRU) by 6.6% in the fourth quarter, Holdings Channel reports. The firm owned 100,713 shares of the business services provider’s stock after selling 7,137 shares during the period. Hsbc Holdings PLC’s holdings in TransUnion were worth $8,650,000 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 the business. Theleme Partners LLP increased its position in shares of TransUnion by 5.8% in the third quarter. Theleme Partners LLP now owns 2,230,882 shares of the business services provider’s stock worth $186,903,000 after acquiring an additional 122,525 shares in the last quarter. Threadgill Financial LLC lifted its holdings in shares of TransUnion by 58.4% during the 4th quarter. Threadgill Financial LLC now owns 63,334 shares of the business services provider’s stock valued at $5,431,000 after acquiring an additional 23,343 shares in the last quarter. Bradley Foster & Sargent Inc. CT boosted its position in TransUnion by 566.3% during the 3rd quarter. Bradley Foster & Sargent Inc. CT now owns 15,792 shares of the business services provider’s stock worth $1,323,000 after purchasing an additional 13,422 shares during the period. Wealth High Governance Capital Ltda acquired a new stake in TransUnion in the 4th quarter valued at $10,466,000. Finally, Mirabaud Asset Management Ltd increased its holdings in TransUnion by 49.3% in the 4th quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock valued at $7,221,000 after purchasing an additional 25,381 shares in the last quarter.

TransUnion Stock Up 5.1%

Shares of NYSE TRU opened at $70.42 on Friday. 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 1 year low of $63.37 and a 1 year high of $99.39. The stock’s 50-day simple moving average is $69.93 and its 200-day simple moving average is $75.00. The firm has a market cap of $13.58 billion, a price-to-earnings ratio of 19.51, a PEG ratio of 1.18 and a beta of 1.56.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.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 prior year, the business posted $1.05 earnings per share. TransUnion’s revenue for the quarter 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, equities 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. Stockholders of record on Wednesday, May 27th were paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Wednesday, May 27th. TransUnion’s dividend payout ratio is 13.85%.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $70.73, for a total transaction of $353,650.00. Following the completion of the sale, the insider owned 99,906 shares of the company’s stock, valued at approximately $7,066,351.38. This trade represents a 4.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 on Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $70,730.00. Following the completion of the sale, the insider owned 65,634 shares of the company’s stock, valued at approximately $4,642,292.82. This trade represents a 1.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 25,666 shares of company stock valued at $1,843,542. 0.37% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have commented on TRU. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. Bank of America dropped their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Morgan Stanley reduced their price target on 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 cut TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, May 8th. Finally, UBS Group lowered their price objective on shares of TransUnion from $75.00 to $72.00 and set a “neutral” rating for the company in a research report on Tuesday, June 16th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $91.47.

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.