Polar Asset Management Partners Inc. Invests $10.58 Million in TransUnion $TRU

Polar Asset Management Partners Inc. acquired a new stake in TransUnion (NYSE:TRU) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 146,700 shares of the business services provider’s stock, valued at approximately $10,583,000. Polar Asset Management Partners Inc. owned 0.08% of TransUnion at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. BlackRock Inc. acquired a new stake in shares of TransUnion during the 2nd quarter worth approximately $1,367,560,000. Dodge & Cox acquired a new position in shares of TransUnion during the 4th quarter valued at $843,952,000. Independent Franchise Partners LLP lifted its position in shares of TransUnion by 99.7% during the 4th 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. Jupiter Topco LLC bought a new position in TransUnion during the second quarter worth $280,292,000. Finally, Meritage Group LP acquired a new stake in TransUnion in the second quarter worth $263,751,000.

TransUnion Trading Up 0.1%

NYSE:TRU opened at $84.96 on Wednesday. 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 firm has a 50-day moving average of $76.96 and a 200-day moving average of $73.52. The company has a market cap of $16.28 billion, a PE ratio of 22.42, a PEG ratio of 1.40 and a beta of 1.53. TransUnion has a one year low of $63.37 and a one year high of $95.50.

TransUnion (NYSE:TRU) last posted its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm’s revenue was up 14.9% compared to the same quarter last year. During the same quarter in the prior 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. As a group, equities research analysts expect that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Dividend Announcement

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

Insider Buying and Selling

In related news, EVP Mohamed Abdelsadek sold 23,495 shares of TransUnion stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the transaction, the executive vice president owned 57,182 shares of the company’s stock, valued at $4,860,470. The trade was a 29.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $726,400.00. Following the sale, the insider owned 89,906 shares of the company’s stock, valued at $6,530,771.84. This trade represents a 10.01% 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. Over the last ninety days, insiders have sold 58,773 shares of company stock valued at $4,615,228. 0.37% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities research analysts have weighed in on TRU shares. BNP Paribas Exane raised shares of TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. Barclays raised their target price on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 29th. Weiss Ratings raised TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Mizuho dropped their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research note 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 report on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have given 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 an average price target of $94.38.

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.