Janus Henderson Group PLC Has $258.79 Million Stake in TransUnion $TRU

Janus Henderson Group PLC raised its stake in shares of TransUnion (NYSE:TRU) by 8.5% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 3,740,326 shares of the business services provider’s stock after acquiring an additional 293,091 shares during the quarter. Janus Henderson Group PLC’s holdings in TransUnion were worth $258,794,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in TRU. Arkadios Wealth Advisors increased its holdings in shares of TransUnion by 4.1% during the 1st quarter. Arkadios Wealth Advisors now owns 8,839 shares of the business services provider’s stock valued at $612,000 after acquiring an additional 346 shares during the last quarter. Amundi lifted its holdings in TransUnion by 6.3% in the 1st quarter. Amundi now owns 979,450 shares of the business services provider’s stock worth $67,768,000 after purchasing an additional 57,636 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in TransUnion by 31.3% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,657 shares of the business services provider’s stock worth $115,000 after purchasing an additional 395 shares during the last quarter. Talon Private Wealth LLC bought a new stake in TransUnion during the first quarter worth approximately $738,000. Finally, OMERS ADMINISTRATION Corp boosted its position in TransUnion by 1.4% during the first quarter. OMERS ADMINISTRATION Corp now owns 142,539 shares of the business services provider’s stock worth $9,862,000 after purchasing an additional 2,020 shares during the period.

Insider Buying and Selling

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total value of $1,997,075.00. Following the completion of the transaction, the executive vice president directly owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. This represents a 29.12% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $72,640.00. Following the transaction, the insider owned 64,634 shares of the company’s stock, valued at $4,695,013.76. This trade represents a 1.52% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 48,150 shares of company stock worth $3,778,562. Insiders own 0.37% of the company’s stock.

TransUnion Stock Down 4.0%

Shares of TRU stock opened at $80.41 on Friday. TransUnion has a one year low of $63.37 and a one year high of $97.42. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.93. The stock has a fifty day moving average price of $72.92 and a 200 day moving average price of $73.57. The stock has a market cap of $15.41 billion, a P/E ratio of 21.22, a price-to-earnings-growth ratio of 1.40 and a beta of 1.55.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping 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 company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. During the same period last year, the firm earned $1.08 EPS. The firm’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. Analysts predict that TransUnion will post 4.14 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were issued a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s payout ratio is presently 13.19%.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion’s second-quarter results exceeded expectations: revenue rose 14.9% year over year to $1.31 billion versus the $1.28 billion consensus, while EPS of $1.23 topped estimates near $1.16 and increased from $1.08 a year earlier. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $4.75–$4.83, above the roughly $4.67 analyst consensus. Growth in financial services, international markets, platform modernization and acquisition-related expansion—especially in Latin America—supported the bullish reaction.
• Positive Sentiment: Several analysts raised their price targets following the beat. Wells Fargo lifted its target to $102 and maintained Overweight, Baird raised its target to $115 with an Outperform rating, and Needham increased its target to $100 with a Buy rating. TransUnion Strong Q2 Beat and Raised Guidance
• Neutral Sentiment: The company’s third-quarter EPS outlook of $1.18–$1.21 is broadly in line with expectations. That may leave investors focused on execution and additional upside catalysts after the post-earnings advance. A separate analysis assigned TransUnion a strong GF Score of 90, supporting the company’s long-term quality and momentum profile. TransUnion GF Score Analysis
• Negative Sentiment: EVP Mohamed Abdelsadek sold 23,495 shares for approximately $2 million under a pre-arranged Rule 10b5-1 plan. Data showing 14 insider sales and no purchases over the past six months could weigh on sentiment, although the planned nature of the transaction reduces its significance. SEC Insider Sale Filing
• Negative Sentiment: Investors may also be locking in gains after the strong earnings-related move, while the stock’s elevated valuation increases sensitivity to guidance, future growth and any signs of slowing credit-market demand. Rising auto-loan fraud losses represent an additional risk for lending-related customers.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Barclays boosted their price objective on shares of TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research note on Wednesday. BMO Capital Markets lifted their target price on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Morgan Stanley restated an “overweight” rating and set a $106.00 price target on shares of TransUnion in a report on Wednesday. Finally, The Goldman Sachs Group reiterated a “neutral” rating and issued a $82.00 price objective on shares of TransUnion in a research note on Tuesday. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, TransUnion has a consensus rating of “Moderate Buy” and a consensus price target of $94.38.

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.