Worthington Financial Partners LLC Acquires Shares of 7,996 TransUnion $TRU

Worthington Financial Partners LLC acquired a new stake in shares of TransUnion (NYSE:TRU) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 7,996 shares of the business services provider’s stock, valued at approximately $686,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Theleme Partners LLP lifted its holdings in shares of TransUnion by 5.8% in the third quarter. Theleme Partners LLP now owns 2,230,882 shares of the business services provider’s stock valued at $186,903,000 after purchasing an additional 122,525 shares in the last quarter. Threadgill Financial LLC grew its holdings in TransUnion by 58.4% during the fourth quarter. Threadgill Financial LLC now owns 63,334 shares of the business services provider’s stock worth $5,431,000 after buying an additional 23,343 shares in the last quarter. Bradley Foster & Sargent Inc. CT raised its position in TransUnion by 566.3% in the 3rd quarter. Bradley Foster & Sargent Inc. CT now owns 15,792 shares of the business services provider’s stock valued at $1,323,000 after buying an additional 13,422 shares during the last quarter. JPMorgan Chase & Co. raised its position in TransUnion by 28.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,384,599 shares of the business services provider’s stock valued at $116,006,000 after buying an additional 310,072 shares during the last quarter. Finally, Wealth High Governance Capital Ltda bought a new position in TransUnion during the 4th quarter valued at $10,466,000.

TransUnion Stock Performance

Shares of TRU stock opened at $64.83 on Friday. The firm’s 50 day moving average is $70.36 and its 200 day moving average is $75.57. The stock has a market capitalization of $12.50 billion, a P/E ratio of 17.96, a PEG ratio of 1.14 and a beta of 1.56. TransUnion has a 12 month low of $63.58 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 released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. During the same period in the previous year, the business earned $1.05 EPS. TransUnion’s revenue 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, sell-side analysts anticipate that TransUnion will post 4.21 earnings per share for the current year.

TransUnion Announces Dividend

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

Analyst Ratings Changes

A number of equities analysts have issued reports on TRU shares. New Street Research set a $100.00 price objective on shares of TransUnion in a report on Wednesday, March 11th. Needham & Company LLC reissued a “buy” rating and set a $95.00 price target on shares of TransUnion in a research report on Wednesday, April 29th. UBS Group cut their price target on shares of TransUnion from $75.00 to $72.00 and set a “neutral” rating on the stock in a report on Tuesday. JPMorgan Chase & Co. decreased their price objective on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Finally, Bank of America decreased their price objective on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. One 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 stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $91.47.

Insider Activity

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was 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 in the company, valued at $6,279,770. This trade represents a 5.28% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the completion of the transaction, the executive vice president 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 25,666 shares of company stock worth $1,843,542. 0.37% of the stock is owned by corporate 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.