2,648,744 Shares in TransUnion $TRU Bought by William Blair Investment Management LLC

William Blair Investment Management LLC bought a new stake in shares of TransUnion (NYSE:TRU) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 2,648,744 shares of the business services provider’s stock, valued at approximately $191,080,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in TRU. Global Retirement Partners LLC boosted its holdings in TransUnion by 26.1% in the fourth quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock worth $59,000 after acquiring an additional 143 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC grew its stake in shares of TransUnion by 14.7% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock worth $82,000 after acquiring an additional 152 shares during the last quarter. CIBC Asset Management Inc increased its holdings in shares of TransUnion by 2.2% during the fourth quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock valued at $734,000 after acquiring an additional 182 shares in the last quarter. Parallel Advisors LLC raised its position in shares of TransUnion by 29.5% in the 4th quarter. Parallel Advisors LLC now owns 829 shares of the business services provider’s stock valued at $71,000 after purchasing an additional 189 shares during the last quarter. Finally, IHT Wealth Management LLC raised its position in shares of TransUnion by 7.9% in the 4th quarter. IHT Wealth Management LLC now owns 2,659 shares of the business services provider’s stock valued at $228,000 after purchasing an additional 195 shares during the last quarter.

Insider Transactions at TransUnion

In related news, EVP Alicia Brooke Zuiker sold 8,673 shares of the firm’s stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total transaction of $680,743.77. Following the completion of the transaction, the executive vice president owned 41,883 shares of the company’s stock, valued at $3,287,396.67. This trade represents a 17.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, 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 950 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $79.96, for a total transaction of $75,962.00. Following the transaction, the insider owned 63,849 shares of the company’s stock, valued at $5,105,366.04. This represents a 1.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 58,773 shares of company stock valued at $4,615,228. 0.37% of the stock is owned by corporate insiders.

TransUnion Trading Down 0.3%

TransUnion stock opened at $84.82 on Friday. The stock has a 50-day moving average price of $76.29 and a 200 day moving average price of $73.31. The company has a market capitalization of $16.25 billion, a price-to-earnings ratio of 22.38, a price-to-earnings-growth ratio of 1.40 and a beta of 1.53. TransUnion has a 52 week low of $63.37 and a 52 week high of $95.50. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter in the prior year, the company earned $1.08 EPS. TransUnion’s quarterly revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts anticipate that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Thursday, August 20th will be issued a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 20th. TransUnion’s dividend payout ratio is 13.19%.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on TRU shares. Wells Fargo & Company boosted their target price on shares of TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Stifel Nicolaus raised their price target on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a report on Sunday, August 9th. Finally, The Goldman Sachs Group reissued a “neutral” rating and issued a $82.00 target price on shares of TransUnion in a research report on Tuesday, July 28th. Ten research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average 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.