Independent Franchise Partners LLP Cuts Stock Position in TransUnion $TRU

Independent Franchise Partners LLP trimmed its position in TransUnion (NYSE:TRU) by 1.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 4,575,284 shares of the business services provider’s stock after selling 71,619 shares during the period. TransUnion makes up approximately 2.5% of Independent Franchise Partners LLP’s portfolio, making the stock its 19th largest holding. Independent Franchise Partners LLP’s holdings in TransUnion were worth $383,317,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Comerica Bank raised its position in TransUnion by 52.7% during the 3rd quarter. Comerica Bank now owns 428,750 shares of the business services provider’s stock worth $35,921,000 after buying an additional 148,051 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of TransUnion by 355.9% in the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after acquiring an additional 2,059,177 shares in the last quarter. Sei Investments Co. increased its stake in shares of TransUnion by 2.7% during the third quarter. Sei Investments Co. now owns 65,681 shares of the business services provider’s stock worth $5,503,000 after acquiring an additional 1,727 shares during the period. Theleme Partners LLP raised its holdings in TransUnion by 5.8% during the third quarter. Theleme Partners LLP now owns 2,230,882 shares of the business services provider’s stock worth $186,903,000 after purchasing an additional 122,525 shares in the last quarter. Finally, UBS Group AG raised its holdings in TransUnion by 92.0% during the third quarter. UBS Group AG now owns 1,310,621 shares of the business services provider’s stock worth $109,804,000 after purchasing an additional 628,045 shares in the last quarter.

TransUnion Trading Up 0.6%

Shares of TRU opened at $69.96 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08. The firm’s 50-day moving average is $78.17 and its two-hundred day moving average is $82.08. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The firm has a market capitalization of $13.48 billion, a P/E ratio of 30.16, a PEG ratio of 1.27 and a beta of 1.70.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.04. The company 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 company’s revenue for the quarter was up 13.0% on a year-over-year basis. During the same period last year, the firm earned $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. On average, research analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were issued a dividend of $0.125 per share. This is a boost from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. TransUnion’s payout ratio is presently 21.55%.

Insider Activity

In other TransUnion news, CAO Jennifer A. Williams sold 1,679 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total transaction of $134,320.00. Following the sale, the chief accounting officer directly owned 7,219 shares in the company, valued at approximately $577,520. The trade was a 18.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total value of $39,395.00. Following the completion of the sale, the insider directly owned 31,725 shares in the company, valued at $2,499,612.75. This trade represents a 1.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 12,064 shares of company stock valued at $988,292 in the last 90 days. Insiders own 0.22% of the company’s stock.

Wall Street Analyst Weigh In

TRU has been the topic of a number of analyst reports. BMO Capital Markets raised TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Morgan Stanley cut their target price on TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday. Bank of America initiated coverage on TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price target for the company. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Finally, Robert W. Baird set a $107.00 price objective on TransUnion in a research report on Friday, February 13th. One investment 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’s stock. Based on data from MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and an average price target of $94.54.

TransUnion 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.