TransUnion (NYSE:TRU) EVP Heather Russell Sells 1,983 Shares

TransUnion (NYSE:TRU) EVP Heather Russell sold 1,983 shares of TransUnion stock in a transaction dated Tuesday, April 21st. The stock was sold at an average price of $80.00, for a total value of $158,640.00. Following the completion of the sale, the executive vice president owned 39,080 shares of the company’s stock, valued at $3,126,400. The trade was a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Price Performance

NYSE TRU opened at $73.93 on Thursday. TransUnion has a one year low of $65.24 and a one year high of $99.39. The stock has a 50-day moving average of $72.87 and a 200 day moving average of $78.80. The company has a market capitalization of $14.26 billion, a price-to-earnings ratio of 31.87, a PEG ratio of 1.38 and a beta of 1.71. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. During the same period last year, the company earned $0.97 EPS. TransUnion’s revenue for the quarter was up 13.0% on a year-over-year basis. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, sell-side analysts forecast that TransUnion will post 4.21 EPS for the current year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were paid a dividend of $0.125 per share. The ex-dividend date was Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. This is a boost from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is presently 21.55%.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on TRU shares. The Goldman Sachs Group decreased their target price on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Needham & Company LLC decreased their target price on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research note on Monday. UBS Group decreased their target price on shares of TransUnion from $72.00 to $69.00 and set a “neutral” rating for the company in a research note on Monday, April 13th. Finally, Robert W. Baird set a $107.00 price objective on shares of TransUnion in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $92.53.

Hedge Funds Weigh In On TransUnion

Several institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. lifted its position in TransUnion by 2.8% during the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after purchasing an additional 517,098 shares in the last quarter. Dodge & Cox purchased a new position in TransUnion during the fourth quarter valued at $843,952,000. Independent Franchise Partners LLP lifted its position in TransUnion by 99.7% during the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after purchasing an additional 4,561,619 shares in the last quarter. State Street Corp lifted 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 lifted its position in TransUnion by 7.0% during 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 in the last quarter.

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.