Diamond Hill Capital Management LLC Investment Advisor Invests $51.08 Million in TransUnion $TRU

Diamond Hill Capital Management LLC Investment Advisor bought a new stake in TransUnion (NYSE:TRU) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 707,995 shares of the business services provider’s stock, valued at approximately $51,075,000.

Other large investors have also recently bought and sold shares of the company. Geneos Wealth Management Inc. increased its position 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 worth $26,000 after buying an additional 290 shares in the last quarter. Cornerstone Planning Group LLC raised its holdings in shares of TransUnion by 130.2% in 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. Measured Wealth Private Client Group LLC purchased a new stake in shares of TransUnion in the third quarter valued at $36,000. Essential Partners LLC lifted its position in shares of TransUnion by 63.7% in the first quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after acquiring an additional 237 shares in the last quarter. Finally, Osterweis Capital Management Inc. acquired a new stake in shares of TransUnion during the second quarter valued at $45,000.

TransUnion Stock Down 0.1%

TRU opened at $80.37 on Monday. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The stock has a market capitalization of $15.40 billion, a price-to-earnings ratio of 21.21, a price-to-earnings-growth ratio of 1.32 and a beta of 1.53. The business has a 50-day moving average of $74.83 and a two-hundred day moving average of $73.20. TransUnion has a 12 month low of $63.37 and a 12 month high of $95.50.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same period in the prior year, the firm posted $1.08 EPS. The company’s revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, research analysts expect that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s payout ratio is currently 13.19%.

Analyst Ratings Changes

Several brokerages recently weighed in on TRU. UBS Group boosted their target price on shares of TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research note on Thursday, July 2nd. BMO Capital Markets raised their price target on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Wells Fargo & Company raised their price target on shares of TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Griffin Securities set a $98.00 price target on shares of TransUnion in a report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. cut their price objective on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Wednesday, April 29th. Ten research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

Insider Activity at TransUnion

In other news, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total transaction of $77,760.00. Following the completion of the sale, the chief accounting officer directly owned 5,843 shares in the company, valued at $467,440. This represents a 14.26% decrease in their position. The transaction was disclosed in a 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 Alicia Brooke Zuiker sold 8,673 shares of the stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the completion of the transaction, the executive vice president directly owned 41,883 shares in the company, valued at $3,287,396.67. This trade represents a 17.16% 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 three months, insiders sold 58,773 shares of company stock worth $4,615,228. 0.37% of the stock is owned by corporate insiders.

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.