Korea Investment CORP Purchases New Stake in TransUnion $TRU

Korea Investment CORP bought a new position in shares of TransUnion (NYSE:TRU) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 82,945 shares of the business services provider’s stock, valued at approximately $5,984,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. BlackRock Inc. acquired a new position in shares of TransUnion in the second quarter valued at approximately $1,367,560,000. Dodge & Cox bought a new stake in TransUnion in the 4th quarter valued at $843,952,000. Independent Franchise Partners LLP grew its holdings in TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after buying an additional 4,561,619 shares in the last quarter. State Street Corp grew its holdings in TransUnion by 0.7% in the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after buying an additional 50,232 shares in the last quarter. Finally, Van ECK Associates Corp increased its position in TransUnion by 7.0% during the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after buying an additional 323,149 shares during the period.

TransUnion Stock Performance

Shares of TransUnion stock opened at $84.79 on Tuesday. The stock has a market cap of $16.25 billion, a price-to-earnings ratio of 22.37, a P/E/G ratio of 1.39 and a beta of 1.53. TransUnion has a twelve month low of $63.37 and a twelve month high of $95.50. The company’s fifty day moving average is $76.64 and its 200 day moving average is $73.41. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter in the prior year, the firm posted $1.08 EPS. The company’s revenue for the quarter was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts forecast that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be issued a $0.125 dividend. The ex-dividend date is Thursday, August 20th. This represents a $0.50 annualized dividend and a yield of 0.6%. TransUnion’s dividend payout ratio is presently 13.19%.

Analysts Set New Price Targets

A number of analysts have issued reports on TRU shares. Robert W. Baird boosted their price objective on shares of TransUnion from $108.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 target price on shares of TransUnion in a report on Wednesday, July 29th. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 9th. Finally, Needham & Company LLC raised their price objective on TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Ten analysts have rated the stock with 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 an average price target of $94.38.

Insider Transactions at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $79.96, for a total value of $79,960.00. Following the transaction, the insider directly owned 88,906 shares in the company, valued at $7,108,923.76. This trade represents a 1.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Brooke Zuiker sold 8,673 shares of the firm’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total transaction of $680,743.77. Following the completion of the transaction, the executive vice president directly owned 41,883 shares in the company, valued at $3,287,396.67. This trade represents a 17.16% decrease in their ownership of the stock. 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 ninety days, insiders have sold 58,773 shares of company stock valued at $4,615,228. Company insiders own 0.37% of the company’s stock.

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.