Vanguard Group Inc. Acquires 517,098 Shares of TransUnion $TRU

Vanguard Group Inc. boosted its holdings in TransUnion (NYSE:TRU) by 2.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 19,056,903 shares of the business services provider’s stock after buying an additional 517,098 shares during the quarter. Vanguard Group Inc. owned 9.81% of TransUnion worth $1,596,587,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Geneos Wealth Management Inc. raised its holdings in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new stake in TransUnion in the 2nd quarter worth approximately $34,000. MAI Capital Management raised its stake in TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after buying an additional 310 shares during the last quarter. Osterweis Capital Management Inc. bought a new position in shares of TransUnion during the 2nd quarter valued at $45,000. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after buying an additional 197 shares during the last quarter.

Analyst Upgrades and Downgrades

A number of analysts recently commented on TRU shares. Morgan Stanley set a $105.00 price objective on TransUnion in a research report on Friday, February 13th. Bank of America assumed coverage on shares of TransUnion in a research report on Tuesday. They set a “neutral” rating and a $83.00 price target for the company. Barclays lowered their price objective on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. The Goldman Sachs Group cut their target price on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Finally, Needham & Company LLC reduced their target price on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $94.92.

Insider Buying and Selling

In other news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the sale, the insider owned 31,725 shares in the company, valued at $2,499,612.75. This trade represents a 1.55% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the transaction, the insider directly owned 61,592 shares in the company, valued at $5,279,050.32. This trade represents a 1.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 7,818 shares of company stock worth $663,883. 0.22% of the stock is owned by corporate insiders.

TransUnion Trading Up 0.1%

Shares of NYSE:TRU opened at $76.18 on Friday. The stock has a 50 day moving average of $81.42 and a 200 day moving average of $83.56. The company has a market cap of $14.79 billion, a PE ratio of 32.84, a price-to-earnings-growth ratio of 1.36 and a beta of 1.70. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39. The company has a current ratio of 1.75, a quick ratio of 2.01 and a debt-to-equity ratio of 1.08.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.04. The business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The company’s revenue for the quarter was up 13.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.97 earnings per share. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. As a group, equities research analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be paid a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Thursday, February 26th. TransUnion’s dividend payout ratio is currently 21.55%.

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.