Rakuten Investment Management Inc. Acquires New Holdings in TransUnion $TRU

Rakuten Investment Management Inc. acquired a new position in TransUnion (NYSE:TRU) in the second quarter, Holdings Channel reports. The fund acquired 11,483 shares of the business services provider’s stock, valued at approximately $824,000.

Several other hedge funds and other institutional investors have also bought and sold shares of TRU. BlackRock Inc. purchased a new position in shares of TransUnion in the 2nd quarter valued at $1,367,560,000. Dodge & Cox purchased a new stake in shares of TransUnion during the 4th quarter worth $843,952,000. Independent Franchise Partners LLP lifted its stake in shares of TransUnion by 99.7% during the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after purchasing an additional 4,561,619 shares during the last quarter. State Street Corp boosted its position in TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after purchasing an additional 50,232 shares in the last quarter. Finally, Van ECK Associates Corp grew its stake in TransUnion by 7.0% in the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after purchasing an additional 323,149 shares during the last quarter.

TransUnion Price Performance

Shares of NYSE TRU opened at $85.06 on Tuesday. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. The company has a market cap of $16.30 billion, a PE ratio of 22.44, a P/E/G ratio of 1.41 and a beta of 1.53. The business has a 50-day simple moving average of $78.59 and a two-hundred day simple moving average of $73.85. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50.

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

TransUnion Announces Dividend

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

Analyst Ratings Changes

A number of equities analysts have commented on TRU shares. Griffin Securities set a $98.00 target price on shares of TransUnion in a report on Wednesday, July 29th. Morgan Stanley reaffirmed an “overweight” rating and issued a $106.00 price objective on shares of TransUnion in a research report on Wednesday, July 29th. BMO Capital Markets boosted their price objective on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Bank of America decreased their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday, May 19th. Finally, Stifel Nicolaus raised their target price on shares of TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $94.38.

Insiders Place Their Bets

In related news, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total value of $77,760.00. Following the transaction, the chief accounting officer directly owned 5,843 shares of the company’s stock, valued at $467,440. This represents a 14.26% decrease in their position. The transaction 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, EVP Alicia Brooke Zuiker sold 8,673 shares of the firm’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the completion of the transaction, the executive vice president owned 41,883 shares of the company’s stock, valued at $3,287,396.67. This trade represents a 17.16% 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 have sold 46,090 shares of company stock valued at $3,710,541. Corporate insiders own 0.37% of the company’s stock.

TransUnion Company 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.