National Pension Service Increases Position in TransUnion $TRU

National Pension Service raised its holdings in shares of TransUnion (NYSE:TRU) by 174.8% in the second quarter, Holdings Channel.com reports. The firm owned 32,791 shares of the business services provider’s stock after purchasing an additional 20,860 shares during the period. National Pension Service’s holdings in TransUnion were worth $2,366,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Geneos Wealth Management Inc. boosted its position in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new position in TransUnion during the 3rd quarter valued at approximately $36,000. Essential Partners LLC raised its stake in TransUnion by 63.7% during the first quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after buying an additional 237 shares during the last quarter. Osterweis Capital Management Inc. purchased a new position in TransUnion during the second quarter valued at $45,000. Finally, EverSource Wealth Advisors LLC boosted its holdings in TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after acquiring an additional 197 shares in the last quarter.

Insider Buying and Selling

In other TransUnion news, EVP Alicia Zuiker sold 8,673 shares of the stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total value of $680,743.77. Following the transaction, the executive vice president directly owned 41,883 shares in the company, valued at approximately $3,287,396.67. This trade represents a 17.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of TransUnion stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $726,400.00. Following the transaction, the insider owned 89,906 shares in the company, valued at $6,530,771.84. This represents a 10.01% 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. Insiders have sold a total of 49,160 shares of company stock valued at $3,969,871 in the last 90 days. 0.37% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a report on Monday. Morgan Stanley reissued an “overweight” rating and set a $106.00 price objective on shares of TransUnion in a research report on Wednesday, July 29th. UBS Group lifted 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. Stifel Nicolaus upped their target price on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Finally, Bank of America cut their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Ten equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $94.38.

TransUnion Trading Up 0.1%

NYSE:TRU opened at $77.74 on Monday. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 12 month low of $63.37 and a 12 month high of $95.50. The company has a market cap of $14.90 billion, a PE ratio of 20.51, a price-to-earnings-growth ratio of 1.28 and a beta of 1.54. The company has a 50 day simple moving average of $80.07 and a two-hundred day simple moving average of $74.24.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same period in the prior year, the firm earned $1.08 EPS. The company’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. Research analysts forecast that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

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

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.