Zevin Asset Management LLC Sells 7,142 Shares of TransUnion $TRU

Zevin Asset Management LLC decreased its holdings in TransUnion (NYSE:TRU) by 6.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 102,918 shares of the business services provider’s stock after selling 7,142 shares during the quarter. Zevin Asset Management LLC owned about 0.05% of TransUnion worth $8,622,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Geneos Wealth Management Inc. lifted its position 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 purchasing an additional 290 shares during the period. Elevation Point Wealth Partners LLC bought a new position in TransUnion in the second quarter worth about $34,000. MAI Capital Management lifted its holdings in TransUnion by 333.3% in the second quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after buying an additional 310 shares during the period. Osterweis Capital Management Inc. bought a new stake in TransUnion during the 2nd quarter valued at approximately $45,000. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of TransUnion by 59.5% during the 2nd 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.

Insiders Place Their Bets

In related news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $78.79, for a total value of $39,395.00. Following the completion of the sale, the insider directly owned 31,725 shares in the company, valued at approximately $2,499,612.75. This trade represents a 1.55% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the transaction, the executive vice president directly owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 7,818 shares of company stock valued at $663,883. Corporate insiders own 0.25% of the company’s stock.

TransUnion Price Performance

TRU opened at $76.18 on Monday. TransUnion has a 1 year low of $65.24 and a 1 year high of $99.39. The stock has a 50-day moving average price of $81.42 and a 200-day moving average price of $83.45. The firm has a market cap of $14.79 billion, a PE ratio of 32.84, a P/E/G ratio of 1.37 and a beta of 1.70. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 2.01.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same period in the previous year, the company earned $0.97 earnings per share. The business’s revenue for the quarter was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Sell-side analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Thursday, February 26th will be paid a dividend of $0.125 per share. The ex-dividend date is Thursday, February 26th. This represents a $0.50 annualized dividend and a yield of 0.7%. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is 19.83%.

Analyst Ratings Changes

TRU has been the subject of a number of research analyst reports. Needham & Company LLC lowered their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Robert W. Baird set a $107.00 price objective on TransUnion in a report on Friday, February 13th. Barclays dropped their target price on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $111.00 price target on shares of TransUnion in a research report on Friday, February 13th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $94.92.

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.