Van ECK Associates Corp Has $386.15 Million Position in TransUnion $TRU

Van ECK Associates Corp reduced its stake in TransUnion (NYSE:TRU) by 3.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,609,054 shares of the business services provider’s stock after selling 185,581 shares during the period. Van ECK Associates Corp’s holdings in TransUnion were worth $386,146,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the company. Geneos Wealth Management Inc. raised its stake in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the period. Elevation Point Wealth Partners LLC bought a new stake in shares of TransUnion during the second quarter valued at approximately $34,000. MAI Capital Management raised its position in shares of TransUnion by 333.3% during the second quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after purchasing an additional 310 shares during the period. Clearstead Advisors LLC lifted its holdings in shares of TransUnion by 189.6% in the 3rd quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after purchasing an additional 328 shares in the last quarter. Finally, Osterweis Capital Management Inc. bought a new stake in TransUnion during the 2nd quarter valued at $45,000.

Wall Street Analyst Weigh In

TRU has been the subject of a number of analyst reports. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Stifel Nicolaus dropped their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Barclays cut their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, February 13th. Bank of America assumed coverage on TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective for the company. Finally, Morgan Stanley set a $105.00 target price on TransUnion in a report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $94.92.

TransUnion Stock Down 1.7%

TRU opened at $76.06 on Tuesday. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The firm has a market capitalization of $14.65 billion, a P/E ratio of 32.79, a PEG ratio of 1.42 and a beta of 1.70. The company’s 50-day moving average is $79.29 and its 200 day moving average is $82.50. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. The business had revenue of $1.17 billion during 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 firm’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.97 EPS. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Research analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors 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 is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is 21.55%.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction on 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 transaction, the insider owned 61,592 shares in the company, valued at $5,279,050.32. This represents a 1.60% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Jennifer A. Williams sold 1,679 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the sale, the chief accounting officer directly owned 7,219 shares of the company’s stock, valued at approximately $577,520. This represents a 18.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 12,564 shares of company stock valued at $1,028,827 in the last ninety days. Insiders own 0.25% of the company’s stock.

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.