Quantitative Investment Management LLC Purchases 10,729 Shares of TransUnion $TRU

Quantitative Investment Management LLC grew its position in shares of TransUnion (NYSE:TRU) by 49.5% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,407 shares of the business services provider’s stock after purchasing an additional 10,729 shares during the period. Quantitative Investment Management LLC’s holdings in TransUnion were worth $2,337,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. BlackRock Inc. purchased a new position in TransUnion during the second quarter worth 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 raised its holdings in shares of 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 valued at $783,489,000 after acquiring an additional 4,561,619 shares in the last quarter. State Street Corp raised its holdings in shares of TransUnion by 0.7% in the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after acquiring an additional 50,232 shares in the last quarter. Finally, Van ECK Associates Corp boosted its position in shares of TransUnion by 7.0% during the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after acquiring an additional 323,149 shares during the last quarter.

Insider Transactions at TransUnion

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the company’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the completion of the sale, the executive vice president owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. This represents a 29.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $79.96, for a total transaction of $79,960.00. Following the transaction, the insider directly owned 88,906 shares in the company, valued at approximately $7,108,923.76. This represents a 1.11% 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. In the last quarter, insiders sold 46,090 shares of company stock worth $3,710,541. Corporate insiders own 0.37% of the company’s stock.

TransUnion Price Performance

TRU opened at $85.68 on Monday. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. The stock has a market capitalization of $16.42 billion, a P/E ratio of 22.61, a PEG ratio of 1.41 and a beta of 1.53. The stock has a 50-day moving average price of $78.18 and a 200-day moving average price of $73.77. 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, beating analysts’ consensus estimates of $1.16 by $0.07. The company had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.TransUnion’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same period last year, the firm 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. Equities analysts predict that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Shareholders 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 dividend payout ratio (DPR) is 13.19%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Wells Fargo & Company upped their price objective on shares of TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. The Goldman Sachs Group reiterated a “neutral” rating and set a $82.00 target price on shares of TransUnion in a research report on Tuesday, July 28th. BNP Paribas Exane raised shares of TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. Mizuho decreased their price target on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. Finally, Barclays raised their price objective on shares of TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $94.38.

TransUnion Company 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.