Gateway Investment Advisers LLC Raises Holdings in TransUnion $TRU

Gateway Investment Advisers LLC lifted its stake in TransUnion (NYSE:TRU) by 141.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 37,439 shares of the business services provider’s stock after acquiring an additional 21,955 shares during the quarter. Gateway Investment Advisers LLC’s holdings in TransUnion were worth $3,210,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of TRU. Eagle Bay Advisors LLC purchased a new stake in shares of TransUnion in the fourth quarter worth about $25,000. Board of the Pension Protection Fund purchased a new stake in shares of TransUnion in the fourth quarter worth about $26,000. Geneos Wealth Management Inc. boosted its stake in shares of TransUnion by 1,318.2% in the first 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 last quarter. True Wealth Design LLC boosted its stake in shares of TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after buying an additional 245 shares during the last quarter. Finally, Cornerstone Planning Group LLC boosted its stake in shares of TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after buying an additional 220 shares during the last quarter.

Insider Transactions at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 1,679 shares of the stock in a transaction that occurred 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 completion of the transaction, the chief accounting officer owned 7,219 shares of the company’s stock, valued at $577,520. This represents a 18.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $71.93, for a total value of $359,650.00. Following the transaction, the insider directly owned 84,711 shares of the company’s stock, valued at $6,093,262.23. The trade was a 5.57% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 18,729 shares of company stock worth $1,387,839 over the last three months. 0.37% of the stock is owned by insiders.

Analysts Set New Price Targets

TRU has been the topic of a number of recent analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research report on Monday, April 20th. Wells Fargo & Company lowered their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research report on Friday, February 13th. UBS Group lowered their price target on TransUnion from $72.00 to $69.00 and set a “neutral” rating on the stock in a research report on Monday, April 13th. Morgan Stanley lowered their price target on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Finally, Stifel Nicolaus lowered their price target on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $91.47.

TransUnion Stock Performance

Shares of TRU stock opened at $72.93 on Friday. The company has a market capitalization of $14.06 billion, a P/E ratio of 20.20, a P/E/G ratio of 1.24 and a beta of 1.57. The business’s 50 day moving average is $72.38 and its two-hundred day moving average is $78.36. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The company had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the prior year, the business posted $1.05 earnings per share. TransUnion’s revenue for the quarter was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Analysts expect that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were issued a dividend of $0.125 per share. The ex-dividend date of this dividend was Thursday, February 26th. This is an increase 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 payout ratio is currently 13.85%.

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.