TransUnion $TRU is Independent Franchise Partners LLP’s 7th Largest Position

Independent Franchise Partners LLP raised its holdings in TransUnion (NYSE:TRU) by 99.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,136,903 shares of the business services provider’s stock after purchasing an additional 4,561,619 shares during the period. TransUnion accounts for about 5.0% of Independent Franchise Partners LLP’s holdings, making the stock its 7th biggest position. Independent Franchise Partners LLP’s holdings in TransUnion were worth $783,489,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of TRU. Royal Bank of Canada increased its stake in shares of TransUnion by 85.3% in the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares in the last quarter. Geneos Wealth Management Inc. increased 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 purchasing an additional 290 shares in the last quarter. Invesco Ltd. increased its stake in shares of TransUnion by 4.5% in the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock worth $50,917,000 after purchasing an additional 24,736 shares in the last quarter. EverSource Wealth Advisors LLC increased its stake in shares of TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after purchasing an additional 197 shares in the last quarter. Finally, The Manufacturers Life Insurance Company increased its stake in shares of TransUnion by 2.2% in the second quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock worth $50,690,000 after purchasing an additional 12,280 shares in the last quarter.

TransUnion Price Performance

Shares of NYSE:TRU opened at $64.27 on Thursday. The company has a 50 day moving average of $70.57 and a 200 day moving average of $75.79. The stock has a market cap of $12.39 billion, a P/E ratio of 17.80, a P/E/G ratio of 1.22 and a beta of 1.56. TransUnion has a 12 month low of $63.96 and a 12 month high of $99.39. 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 (NYSE:TRU) last issued its quarterly earnings data 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 company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. TransUnion’s revenue for the quarter was up 13.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, sell-side analysts forecast that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were paid a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s payout ratio is currently 13.85%.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total value of $350,000.00. Following the completion of the transaction, the insider owned 89,711 shares of the company’s stock, valued at $6,279,770. The trade was a 5.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 the business’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 transaction of $480,307.21. Following the completion of the transaction, the executive vice president directly owned 45,248 shares of the company’s stock, 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. Insiders sold a total of 25,666 shares of company stock valued at $1,843,542 in the last quarter. Corporate insiders own 0.37% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the stock. UBS Group reduced their target price on shares of TransUnion from $75.00 to $72.00 and set a “neutral” rating for the company in a research note on Tuesday. Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. New Street Research set a $100.00 price objective on shares of TransUnion in a research note on Wednesday, March 11th. Morgan Stanley reduced their price objective on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. Finally, Robert W. Baird set a $108.00 price objective on shares of TransUnion in a research note on Wednesday, April 29th. One 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. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $91.47.

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.