Reinhart Partners LLC. Sells 14,858 Shares of TransUnion $TRU

Reinhart Partners LLC. lowered its stake in shares of TransUnion (NYSE:TRU) by 12.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 106,243 shares of the business services provider’s stock after selling 14,858 shares during the quarter. Reinhart Partners LLC.’s holdings in TransUnion were worth $9,110,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Eagle Bay Advisors LLC acquired a new stake in shares of TransUnion during the fourth quarter worth about $25,000. Board of the Pension Protection Fund acquired a new stake in shares of TransUnion during the fourth quarter worth about $26,000. Geneos Wealth Management Inc. raised its position in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the period. True Wealth Design LLC raised its position in shares of TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after purchasing an additional 245 shares during the period. Finally, Cornerstone Planning Group LLC raised its position in shares of TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after purchasing an additional 220 shares during the period.

Analyst Ratings Changes

TRU has been the topic of a number of research analyst reports. Wells Fargo & Company dropped 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. Morgan Stanley dropped 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. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $111.00 price target on shares of TransUnion in a research report on Friday, February 13th. Barclays dropped their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research report on Friday, February 13th. Finally, Mizuho initiated coverage on TransUnion in a research report on Thursday, April 16th. They set a “neutral” rating and a $80.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $91.27.

Insider Activity at TransUnion

In related news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $71.93, for a total value of $35,965.00. Following the sale, the insider owned 55,263 shares of the company’s stock, valued at approximately $3,975,067.59. This trade represents a 0.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of TransUnion stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the completion of the sale, the executive vice president directly owned 45,248 shares in the company, valued at approximately $3,251,973.76. This represents a 12.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 23,733 shares of company stock valued at $1,733,826. 0.37% of the stock is owned by insiders.

TransUnion Stock Up 0.4%

Shares of TransUnion stock opened at $73.80 on Wednesday. The business’s 50 day simple moving average is $70.58 and its 200 day simple moving average is $76.95. TransUnion has a 52-week low of $64.51 and a 52-week high of $99.39. The firm has a market cap of $14.23 billion, a PE ratio of 20.44, a P/E/G ratio of 1.30 and a beta of 1.56. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, beating 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 business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same quarter last year, the firm earned $1.05 EPS. TransUnion’s revenue for the quarter was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, analysts predict that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Wednesday, May 27th will be given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is currently 13.85%.

TransUnion Company 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.