TransUnion (NYSE:TRU) CAO Sells $90,489.90 in Stock

TransUnion (NYSE:TRU) CAO Jennifer Williams sold 1,070 shares of TransUnion stock in a transaction on Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the transaction, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at approximately $365,934.39. This represents a 19.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Stock Up 3.1%

TRU opened at $84.96 on Friday. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. The company has a market cap of $16.28 billion, a price-to-earnings ratio of 22.42, a PEG ratio of 1.36 and a beta of 1.54. TransUnion has a one year low of $63.37 and a one year high of $95.50. The business’s fifty day moving average is $79.59 and its two-hundred day moving average is $74.10.

TransUnion (NYSE:TRU) last announced its quarterly earnings results 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 business had revenue of $1.31 billion during 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%.The business’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same quarter last year, the business posted $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Analysts anticipate that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Dividend Announcement

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

Analysts Set New Price Targets

Several analysts have issued reports on TRU shares. Griffin Securities set a $98.00 price target on shares of TransUnion in a report on Wednesday, July 29th. Stifel Nicolaus raised their price objective on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. BMO Capital Markets upped their target price on TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. BNP Paribas Exane upgraded TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday, July 28th. Finally, Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and a consensus target price of $94.38.

Institutional Investors Weigh In On TransUnion

Hedge funds have recently modified their holdings of the stock. California State Teachers Retirement System increased its holdings in shares of TransUnion by 6,636.6% during the 2nd quarter. California State Teachers Retirement System now owns 22,788,593 shares of the business services provider’s stock worth $1,643,969,000 after buying an additional 22,450,313 shares during the last quarter. BlackRock Inc. acquired a new position in TransUnion in the second quarter valued at $1,367,560,000. Dodge & Cox acquired a new position in TransUnion in the fourth quarter valued at $843,952,000. Independent Franchise Partners LLP grew its position in TransUnion by 99.7% during 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. Finally, State Street Corp grew its position in TransUnion by 0.7% during the fourth 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 during the period.

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.