Tredje AP fonden Invests $2.25 Million in TransUnion $TRU

Tredje AP fonden bought a new position in TransUnion (NYSE:TRU) in the fourth quarter, Holdings Channel.com reports. The firm bought 26,226 shares of the business services provider’s stock, valued at approximately $2,249,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in TRU. Eagle Bay Advisors LLC bought a new position in shares of TransUnion in the fourth quarter worth about $25,000. Board of the Pension Protection Fund bought a new position in shares of TransUnion in the fourth quarter worth about $26,000. Geneos Wealth Management Inc. lifted its holdings in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares during the last quarter. True Wealth Design LLC lifted its holdings in shares of TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after acquiring an additional 245 shares during the last quarter. Finally, Cornerstone Planning Group LLC lifted its holdings in shares of TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after acquiring an additional 220 shares during the last quarter.

TransUnion Stock Up 4.1%

Shares of NYSE TRU opened at $68.80 on Thursday. The company has a market capitalization of $13.27 billion, a P/E ratio of 19.06, a price-to-earnings-growth ratio of 1.17 and a beta of 1.57. TransUnion has a 52-week low of $64.51 and a 52-week high of $99.39. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93. The company’s 50 day moving average price is $70.70 and its 200-day moving average price is $77.48.

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

TransUnion Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th will be paid a $0.125 dividend. The ex-dividend date is Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s payout ratio is currently 13.85%.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on TRU. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. dropped their price objective on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $111.00 price objective on shares of TransUnion in a report on Friday, February 13th. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Finally, The Goldman Sachs Group dropped their price objective on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $91.27.

Insider Activity at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 1,983 shares of the firm’s stock in a transaction on Tuesday, April 21st. The shares were 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 directly owned 39,080 shares in the company, valued at approximately $3,126,400. This trade represents a 4.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $71.93, for a total transaction of $35,965.00. Following the completion of the sale, the insider owned 55,263 shares of the company’s stock, valued at $3,975,067.59. The trade was a 0.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 18,729 shares of company stock worth $1,387,839. 0.37% of the stock is owned by insiders.

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.