Segall Bryant & Hamill LLC Cuts Stock Position in TransUnion $TRU

Segall Bryant & Hamill LLC cut its stake in shares of TransUnion (NYSE:TRU) by 33.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 93,585 shares of the business services provider’s stock after selling 46,281 shares during the period. Segall Bryant & Hamill LLC’s holdings in TransUnion were worth $6,475,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of TRU. Global Retirement Partners LLC increased its stake in shares of TransUnion by 26.1% during the fourth quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock worth $59,000 after purchasing an additional 143 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its stake in TransUnion by 14.7% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock valued at $82,000 after buying an additional 152 shares in the last quarter. CIBC Asset Management Inc boosted its holdings in TransUnion by 2.2% in the 4th quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock worth $734,000 after buying an additional 182 shares during the last quarter. Parallel Advisors LLC increased its stake in TransUnion by 29.5% during the 4th quarter. Parallel Advisors LLC now owns 829 shares of the business services provider’s stock worth $71,000 after buying an additional 189 shares in the last quarter. Finally, IHT Wealth Management LLC increased its stake in TransUnion by 7.9% during the 4th quarter. IHT Wealth Management LLC now owns 2,659 shares of the business services provider’s stock worth $228,000 after buying an additional 195 shares in the last quarter.

Wall Street Analyst Weigh In

TRU has been the topic of several research reports. Mizuho decreased their target price on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. Morgan Stanley reiterated an “overweight” rating and set a $106.00 price target on shares of TransUnion in a research report on Wednesday. Needham & Company LLC increased their price objective on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Bank of America decreased their price objective on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Finally, UBS Group upped their target price on shares of TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a report on Thursday, July 2nd. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $94.38.

Insider Buying and Selling at TransUnion

In other news, CAO Jennifer A. Williams sold 972 shares of TransUnion stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total transaction of $77,760.00. Following the transaction, the chief accounting officer owned 5,843 shares in the company, valued at $467,440. The trade was 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, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $72,640.00. Following the completion of the sale, the insider directly owned 64,634 shares of the company’s stock, valued at $4,695,013.76. This represents a 1.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 48,150 shares of company stock worth $3,778,562. Corporate insiders own 0.37% of the company’s stock.

TransUnion Trading Down 0.1%

Shares of TransUnion stock opened at $78.57 on Monday. The stock has a market cap of $15.05 billion, a P/E ratio of 20.73, a P/E/G ratio of 1.33 and a beta of 1.53. The stock’s 50 day simple moving average is $73.08 and its 200-day simple moving average is $73.53. TransUnion has a 1-year low of $63.37 and a 1-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 1.90.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period in the prior year, the business earned $1.08 earnings per share. The business’s revenue 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 EPS for the current fiscal year.

TransUnion Dividend Announcement

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

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.