1,038,710 Shares in TransUnion $TRU Purchased by Norges Bank

Norges Bank bought a new stake in shares of TransUnion (NYSE:TRU) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,038,710 shares of the business services provider’s stock, valued at approximately $89,069,000.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Amica Mutual Insurance Co. grew its stake in TransUnion by 21.9% during the 4th quarter. Amica Mutual Insurance Co. now owns 15,726 shares of the business services provider’s stock valued at $1,349,000 after acquiring an additional 2,825 shares in the last quarter. Eurizon Capital SGR S.p.A. purchased a new position in TransUnion during the 4th quarter valued at about $2,220,000. National Pension Service grew its stake in TransUnion by 62.1% during the 4th quarter. National Pension Service now owns 9,207 shares of the business services provider’s stock valued at $790,000 after acquiring an additional 3,528 shares in the last quarter. Baker Avenue Asset Management LP purchased a new position in TransUnion during the 4th quarter valued at about $301,000. Finally, Vulcan Value Partners LLC purchased a new position in TransUnion during the 4th quarter valued at about $91,043,000.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on TRU shares. Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Bank of America dropped their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 19th. JPMorgan Chase & Co. dropped their price target on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Barclays dropped their price target on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. Finally, The Goldman Sachs Group dropped their price target on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and an average target price of $91.27.

TransUnion Trading Up 0.2%

Shares of NYSE TRU opened at $70.77 on Friday. The stock has a market cap of $13.65 billion, a price-to-earnings ratio of 19.61, a PEG ratio of 1.25 and a beta of 1.56. The business has a 50 day simple moving average of $70.70 and a 200 day simple moving average of $76.69. TransUnion has a 52 week low of $64.51 and a 52 week high of $99.39. 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 quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating the consensus estimate of $1.11 by $0.07. The business had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The firm’s quarterly revenue was up 13.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, research analysts predict that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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

Insiders Place Their Bets

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $70,730.00. Following the completion of the sale, the insider owned 65,634 shares of the company’s stock, valued at $4,642,292.82. This represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the sale, the executive vice president directly owned 45,248 shares of the company’s stock, valued at $3,251,973.76. The trade was a 12.87% 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 25,666 shares of company stock valued at $1,843,542 over the last 90 days. 0.37% of the stock is currently owned by company insiders.

About TransUnion

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.