Retirement Systems of Alabama Increases Stock Holdings in TransUnion $TRU

Retirement Systems of Alabama boosted its holdings in shares of TransUnion (NYSE:TRU) by 16.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 347,872 shares of the business services provider’s stock after buying an additional 50,348 shares during the period. Retirement Systems of Alabama owned approximately 0.18% of TransUnion worth $29,830,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in TRU. J. Safra Sarasin Holding AG raised its position in shares of TransUnion by 4.9% in the 4th quarter. J. Safra Sarasin Holding AG now owns 6,554 shares of the business services provider’s stock valued at $562,000 after purchasing an additional 305 shares during the last quarter. Mn Services Vermogensbeheer B.V. grew its position in TransUnion by 1.3% during the 4th quarter. Mn Services Vermogensbeheer B.V. now owns 74,800 shares of the business services provider’s stock worth $6,414,000 after purchasing an additional 976 shares during the last quarter. DAVENPORT & Co LLC increased its stake in TransUnion by 8.4% during the 4th quarter. DAVENPORT & Co LLC now owns 35,941 shares of the business services provider’s stock valued at $3,082,000 after purchasing an additional 2,775 shares in the last quarter. Legacy Wealth Asset Management LLC increased its stake in TransUnion by 13.3% during the 4th quarter. Legacy Wealth Asset Management LLC now owns 8,752 shares of the business services provider’s stock valued at $750,000 after purchasing an additional 1,024 shares in the last quarter. Finally, SG Americas Securities LLC raised its holdings in shares of TransUnion by 20.1% in the fourth quarter. SG Americas Securities LLC now owns 49,345 shares of the business services provider’s stock worth $4,231,000 after buying an additional 8,270 shares during the last quarter.

Insider Activity

In other news, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of the company’s 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 transaction, the insider directly owned 61,592 shares of the company’s stock, valued at $5,279,050.32. The trade was a 1.60% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 7,746 shares of company stock valued at $616,944. Insiders own 0.25% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on TRU. Robert W. Baird set a $107.00 price objective on shares of TransUnion in a research note on Friday, February 13th. Stifel Nicolaus reduced their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Finally, The Goldman Sachs Group cut their price objective on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, TransUnion has an average rating of “Moderate Buy” and a consensus price target of $94.54.

TransUnion Stock Up 4.0%

TransUnion stock opened at $69.16 on Wednesday. The business’s 50-day moving average price is $74.52 and its 200 day moving average price is $80.28. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The firm has a market cap of $13.34 billion, a price-to-earnings ratio of 29.81, a price-to-earnings-growth ratio of 1.22 and a beta of 1.70. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39.

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 the consensus estimate of $1.03 by $0.04. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The business’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same quarter 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. As a group, sell-side analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were given a $0.125 dividend. 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. The ex-dividend date was Thursday, February 26th. TransUnion’s payout ratio is currently 21.55%.

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.