TransUnion $TRU Holdings Raised by Wellington Management Group LLP

Wellington Management Group LLP boosted its holdings in TransUnion (NYSE:TRU) by 0.1% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,956,874 shares of the business services provider’s stock after acquiring an additional 11,114 shares during the period. Wellington Management Group LLP owned about 6.16% of TransUnion worth $1,001,747,000 at the end of the most recent quarter.

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

Insider Transactions at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 4,067 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $77.37, for a total transaction of $314,663.79. Following the transaction, the executive vice president directly owned 41,063 shares in the company, valued at $3,177,044.31. This trade represents a 9.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the sale, the executive vice president directly owned 50,427 shares of the company’s stock, valued at $4,336,722. This represents a 7.89% 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 three months. 0.22% of the stock is currently owned by company insiders.

TransUnion Stock Performance

Shares of TRU stock opened at $69.96 on Friday. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The stock’s 50-day moving average is $78.17 and its two-hundred day moving average is $82.08. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. The firm has a market cap 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 released its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. The firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm’s revenue was up 13.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $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. Analysts predict 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 was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were issued a dividend of $0.125 per share. The ex-dividend date was Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is 21.55%.

Analysts Set New Price Targets

A number of brokerages have issued reports on TRU. Morgan Stanley reduced their price target on TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday. Needham & Company LLC lowered their price target on TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. BMO Capital Markets raised shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Finally, Stifel Nicolaus lowered their target price on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price 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.