OP Asset Management Ltd Takes $1.39 Million Position in TransUnion $TRU

OP Asset Management Ltd bought a new position in TransUnion (NYSE:TRU) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 20,102 shares of the business services provider’s stock, valued at approximately $1,391,000.

A number of other large investors have also added to or reduced their stakes in TRU. Royal Bank of Canada raised its stake in TransUnion by 85.3% during the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after buying an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in shares of TransUnion by 1,318.2% in the 1st 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. Invesco Ltd. boosted its stake in shares of TransUnion by 4.5% in the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock worth $50,917,000 after buying an additional 24,736 shares during the last quarter. EverSource Wealth Advisors LLC grew its holdings 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 acquiring an additional 197 shares during the period. Finally, The Manufacturers Life Insurance Company grew its holdings 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 acquiring an additional 12,280 shares during the period.

Insiders Place Their Bets

In other news, insider Todd C. Skinner sold 1,000 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $70,730.00. Following the transaction, the insider directly owned 65,634 shares in the company, valued at $4,642,292.82. The trade was a 1.50% decrease in their ownership of the stock. The sale was disclosed in a legal 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, insider Steven M. Chaouki sold 5,000 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $353,650.00. Following the completion of the transaction, the insider directly owned 99,906 shares of the company’s stock, valued at approximately $7,066,351.38. This trade represents a 4.77% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 25,666 shares of company stock worth $1,843,542. Corporate insiders own 0.37% of the company’s stock.

TransUnion Price Performance

NYSE TRU opened at $71.74 on Tuesday. 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 $63.37 and a 12 month high of $99.39. The stock has a market cap of $13.83 billion, a price-to-earnings ratio of 19.87, a PEG ratio of 1.24 and a beta of 1.56. The company’s 50 day moving average is $69.86 and its two-hundred day moving average is $74.88.

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

TransUnion Announces Dividend

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

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the company. Mizuho assumed coverage on TransUnion in a report on Thursday, April 16th. They issued a “neutral” rating and a $80.00 target price on the stock. Bank of America cut their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. New Street Research set a $100.00 price target on shares of TransUnion in a research report on Wednesday, March 11th. Robert W. Baird set a $108.00 price objective on shares of TransUnion in a research note on Wednesday, April 29th. Finally, Needham & Company LLC restated a “buy” rating and set a $95.00 target price on shares of TransUnion in a research report on Wednesday, April 29th. 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.com, TransUnion currently has a consensus rating of “Moderate Buy” and an average price target of $91.47.

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.