William Blair Investment Management LLC Invests $191.08 Million in TransUnion $TRU

William Blair Investment Management LLC bought a new stake in shares of TransUnion (NYSE:TRU) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,648,744 shares of the business services provider’s stock, valued at approximately $191,080,000. William Blair Investment Management LLC owned 1.38% of TransUnion at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. BlackRock Inc. bought a new stake in TransUnion during the 2nd quarter valued at about $1,367,560,000. Dodge & Cox bought a new position in TransUnion in the 4th quarter worth about $843,952,000. Independent Franchise Partners LLP grew its stake in TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after acquiring an additional 4,561,619 shares in the last quarter. State Street Corp increased its position in shares of TransUnion by 62.2% during the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after acquiring an additional 2,600,425 shares during the period. Finally, Invesco Ltd. increased its position in shares of TransUnion by 355.9% during the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock worth $220,993,000 after acquiring an additional 2,059,177 shares during the period.

Analyst Ratings Changes

A number of analysts recently issued reports on TRU shares. Needham & Company LLC boosted their price target on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Morgan Stanley restated an “overweight” rating and set a $106.00 price objective on shares of TransUnion in a report on Wednesday, July 29th. BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Mizuho lowered their target price on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a report on Thursday, July 2nd. Finally, Stifel Nicolaus increased their price target on TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Down 0.3%

TransUnion stock opened at $84.82 on Friday. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. The firm has a market cap of $16.25 billion, a P/E ratio of 22.38, a P/E/G ratio of 1.40 and a beta of 1.53. The business has a fifty day moving average of $76.29 and a two-hundred day moving average of $73.31. TransUnion has a twelve month low of $63.37 and a twelve month high of $95.50.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business’s revenue was up 14.9% compared to the same quarter last year. During the same period last year, the business posted $1.08 EPS. 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, analysts forecast that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Announces Dividend

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

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 10,000 shares of the business’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $726,400.00. Following the completion of the transaction, the insider directly owned 89,906 shares in the company, valued at approximately $6,530,771.84. The trade was a 10.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $71.87, for a total transaction of $480,307.21. Following the sale, the executive vice president directly owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. The trade was a 12.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 58,773 shares of company stock valued at $4,615,228 in the last three months. 0.37% of the stock is currently owned by 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.