3,656,097 Shares in TransUnion $TRU Acquired by Meritage Group LP

Meritage Group LP acquired a new stake in TransUnion (NYSE:TRU) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 3,656,097 shares of the business services provider’s stock, valued at approximately $263,751,000. TransUnion comprises about 10.2% of Meritage Group LP’s investment portfolio, making the stock its 4th largest holding.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Geneos Wealth Management Inc. increased its holdings in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares in the last quarter. Cornerstone Planning Group LLC boosted its holdings in shares of TransUnion by 130.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after acquiring an additional 220 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in shares of TransUnion during the 3rd quarter valued at $36,000. Essential Partners LLC grew its position in TransUnion by 63.7% during the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock worth $42,000 after acquiring an additional 237 shares during the last quarter. Finally, Osterweis Capital Management Inc. bought a new stake in TransUnion during the 2nd quarter worth $45,000.

Insider Activity at TransUnion

In related news, EVP Alicia Brooke Zuiker sold 8,673 shares of TransUnion 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 filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 1,000 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 $79,960.00. Following the completion of the transaction, the insider owned 88,906 shares in the company, valued at approximately $7,108,923.76. The trade was a 1.11% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 58,773 shares of company stock valued at $4,615,228 over the last 90 days. 0.37% of the stock is owned by company insiders.

TransUnion Price Performance

TransUnion stock opened at $84.82 on Monday. The stock’s 50 day moving average is $76.29 and its 200 day moving average is $73.29. TransUnion has a one year low of $63.37 and a one year high of $95.50. The firm has a market cap of $16.25 billion, a P/E ratio of 22.38, a P/E/G ratio of 1.39 and a beta of 1.53. 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 released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating 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 business had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter in the prior year, the firm posted $1.08 EPS. The company’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. As a group, research analysts expect that TransUnion will post 4.24 EPS for the current year.

TransUnion Announces Dividend

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

Analyst Upgrades and Downgrades

TRU has been the subject of a number of recent research reports. BMO Capital Markets upped their target price on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Robert W. Baird boosted their price target on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. JPMorgan Chase & Co. lowered their price objective on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday, July 28th. Finally, Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Ten research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, TransUnion 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.