Sunriver Management LLC Cuts Stock Holdings in TransUnion $TRU

Sunriver Management LLC lowered its position in TransUnion (NYSE:TRU) by 35.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 331,809 shares of the business services provider’s stock after selling 186,112 shares during the period. TransUnion comprises approximately 3.9% of Sunriver Management LLC’s holdings, making the stock its 14th largest position. Sunriver Management LLC’s holdings in TransUnion were worth $22,958,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in TRU. Dodge & Cox acquired a new stake in shares of TransUnion in the 4th quarter valued at approximately $843,952,000. Independent Franchise Partners LLP lifted its holdings in TransUnion by 99.7% in the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after acquiring an additional 4,561,619 shares during the period. State Street Corp lifted its holdings in TransUnion by 62.2% in the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after acquiring an additional 2,600,425 shares during the period. Invesco Ltd. boosted its position in shares of TransUnion by 355.9% during the 3rd 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. Finally, Vulcan Value Partners LLC purchased a new position in shares of TransUnion in the 4th quarter valued at about $91,043,000.

Insider Buying and Selling

In other TransUnion news, insider Steven M. Chaouki sold 10,000 shares of the firm’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the transaction, the insider owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. This trade represents a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the completion of the transaction, the executive vice president directly owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. This trade represents a 12.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 30,155 shares of company stock valued at $2,177,102. 0.37% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts recently commented on TRU shares. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, July 16th. Mizuho reduced their price target on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research report on Thursday, July 2nd. Robert W. Baird set a $108.00 price target on TransUnion in a research note on Wednesday, April 29th. Finally, Needham & Company LLC restated a “buy” rating and issued a $95.00 price target on shares of TransUnion in a report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.60.

TransUnion Price Performance

TransUnion stock opened at $76.50 on Friday. The firm has a market capitalization of $14.75 billion, a PE ratio of 21.19, a P/E/G ratio of 1.32 and a beta of 1.55. TransUnion has a 52 week low of $63.37 and a 52 week high of $99.39. The firm’s 50-day simple moving average is $71.88 and its 200 day simple moving average is $73.76. 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 (NYSE:TRU) last posted its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating the consensus estimate of $1.11 by $0.07. The firm had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm’s revenue for the quarter was up 13.7% on a year-over-year basis. During the same period last year, the firm posted $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, equities research analysts predict that TransUnion will post 4.14 EPS for the current fiscal year.

TransUnion Announces Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is 13.85%.

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.