TD Asset Management Inc Buys 105,705 Shares of TransUnion $TRU

TD Asset Management Inc boosted its position in TransUnion (NYSE:TRU) by 25.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 521,481 shares of the business services provider’s stock after acquiring an additional 105,705 shares during the quarter. TD Asset Management Inc’s holdings in TransUnion were worth $43,690,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Independent Franchise Partners LLP increased its holdings in shares of TransUnion by 119.5% during the second quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after acquiring an additional 2,530,335 shares in the last quarter. Norges Bank acquired a new stake in TransUnion in the 2nd quarter valued at $150,333,000. Ninety One UK Ltd increased its stake in TransUnion by 52.6% during the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock valued at $296,284,000 after purchasing an additional 1,219,360 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its stake in shares of TransUnion by 4.8% in the second quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after buying an additional 1,046,391 shares in the last quarter. Finally, Spear Holdings RSC Ltd lifted its stake in shares of TransUnion by 175.6% in the third quarter. Spear Holdings RSC Ltd now owns 1,444,709 shares of the business services provider’s stock valued at $121,038,000 after buying an additional 920,525 shares in the last quarter.

Insider Transactions at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the sale, the insider owned 61,592 shares of the company’s stock, valued at approximately $5,279,050.32. This trade represents a 1.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total transaction of $371,348.00. Following the sale, the executive vice president directly owned 50,427 shares in the company, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 7,818 shares of company stock worth $663,883. 0.22% of the stock is owned by company insiders.

Analyst Ratings Changes

TRU has been the topic of a number of analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. BMO Capital Markets raised TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Bank of America initiated coverage on TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 target price on the stock. Wells Fargo & Company lowered their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Finally, The Goldman Sachs Group cut their price objective on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $94.92.

TransUnion Trading Up 0.3%

NYSE TRU opened at $78.49 on Friday. The business’s fifty day moving average is $80.40 and its 200-day moving average is $83.04. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 2.01. The stock has a market capitalization of $15.24 billion, a price-to-earnings ratio of 33.83, a PEG ratio of 1.43 and a beta of 1.70. TransUnion has a one year low of $65.24 and a one year high of $99.39.

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

TransUnion Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be given a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is currently 21.55%.

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.