Junto Capital Management LP Takes $78.97 Million Position in TransUnion $TRU

Junto Capital Management LP acquired a new stake in shares of TransUnion (NYSE:TRU) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,094,740 shares of the business services provider’s stock, valued at approximately $78,975,000. TransUnion accounts for about 1.4% of Junto Capital Management LP’s holdings, making the stock its 25th largest holding. Junto Capital Management LP owned 0.57% of TransUnion as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Royal Bank of Canada boosted its holdings in shares of TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. increased its stake in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the last quarter. Invesco Ltd. lifted its position in TransUnion by 4.5% during the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock worth $50,917,000 after buying an additional 24,736 shares during the period. EverSource Wealth Advisors LLC boosted its stake in TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after buying an additional 197 shares during the last quarter. Finally, The Manufacturers Life Insurance Company boosted its stake in TransUnion by 2.2% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock worth $50,690,000 after buying an additional 12,280 shares during the last quarter.

Analysts Set New Price Targets

A number of research firms have recently commented on TRU. Barclays upped their price objective on shares of TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 29th. Bank of America decreased their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. UBS Group boosted their target price on shares of TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a report on Thursday, July 2nd. Robert W. Baird upped their price target on shares of TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Finally, BMO Capital Markets increased their price target on shares of TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Performance

NYSE TRU opened at $77.08 on Thursday. 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 has a 1-year low of $63.37 and a 1-year high of $95.50. The firm has a market capitalization of $14.77 billion, a P/E ratio of 20.34, a P/E/G ratio of 1.28 and a beta of 1.54. The business’s 50-day simple moving average is $80.11 and its 200-day simple moving average is $74.19.

TransUnion (NYSE:TRU) last posted its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company’s revenue was up 14.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Equities analysts predict that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, September 4th. Investors of record on Thursday, August 20th were issued a dividend of $0.125 per share. The ex-dividend date was Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s payout ratio is presently 13.19%.

Insider Activity

In related news, EVP Mohamed Abdelsadek sold 23,495 shares of the company’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the completion of the sale, 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 document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Zuiker sold 8,673 shares of the firm’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total value of $680,743.77. Following the completion of the transaction, the executive vice president directly owned 41,883 shares in the company, valued at $3,287,396.67. This trade represents a 17.16% 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. Insiders sold 49,160 shares of company stock worth $3,969,871 in the last quarter. Insiders own 0.37% of the company’s stock.

TransUnion Company Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions. Its services use credit, identity, and other data to support lending, insurance, telecommunications, retail, employment, and other commercial activities.

The company provides credit reporting and risk-management solutions, including consumer credit information, scoring, decisioning tools, fraud detection, identity verification, and analytics. TransUnion also offers marketing and audience-insights products designed to help organizations understand and reach consumers, as well as consumer-facing services that provide access to credit information, monitoring, and identity-protection tools.

TransUnion traces its origins to 1968, when it was established as a holding company for a railroad-leasing business before developing into a consumer credit reporting organization.