Vanguard Group Inc. Sells 428,833 Shares of TransUnion $TRU

Vanguard Group Inc. cut its stake in TransUnion (NYSE:TRU) by 2.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,628,070 shares of the business services provider’s stock after selling 428,833 shares during the period. Vanguard Group Inc. owned 0.10% of TransUnion worth $1,597,357,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of TRU. Allianz Asset Management GmbH boosted its stake in shares of TransUnion by 202.1% in the third quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock valued at $13,732,000 after buying an additional 109,662 shares during the period. Principal Financial Group Inc. raised its position in TransUnion by 5,046.6% during the third quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock valued at $36,267,000 after purchasing an additional 424,470 shares in the last quarter. Oregon Public Employees Retirement Fund acquired a new position in TransUnion during the third quarter valued at approximately $3,284,000. Diamond Hill Capital Management Inc. raised its position in TransUnion by 7.8% during the third quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock valued at $28,648,000 after purchasing an additional 24,641 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC raised its position in TransUnion by 3.2% during the third quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock valued at $37,375,000 after purchasing an additional 13,952 shares in the last quarter.

TransUnion Stock Up 0.8%

Shares of NYSE:TRU opened at $71.02 on Friday. The company has a fifty day moving average of $72.54 and a 200-day moving average of $78.53. The company has a market capitalization of $13.69 billion, a PE ratio of 19.67, a price-to-earnings-growth ratio of 1.23 and a beta of 1.71. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.75 and a current ratio of 1.93. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The company had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. During the same period in the prior year, the business earned $1.05 earnings per share. The company’s revenue for the quarter was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, equities analysts predict that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were paid a $0.125 dividend. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, February 26th. TransUnion’s payout ratio is presently 21.55%.

Insider Buying and Selling at TransUnion

In related news, CAO Jennifer A. Williams sold 1,679 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the sale, the chief accounting officer owned 7,219 shares of the company’s stock, valued at $577,520. The trade was a 18.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total transaction of $350,000.00. Following the completion of the sale, the insider directly owned 89,711 shares in the company, valued at approximately $6,279,770. This represents a 5.28% 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. In the last ninety days, insiders sold 13,729 shares of company stock worth $1,031,619. Company insiders own 0.37% of the company’s stock.

Analyst Ratings Changes

TRU has been the subject of several research analyst reports. Barclays lowered their price objective on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research report on Friday, February 13th. Bank of America initiated coverage on shares of TransUnion in a research report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price objective for the company. JPMorgan Chase & Co. lowered their price objective on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Wednesday. Needham & Company LLC restated a “buy” rating and set a $95.00 price objective on shares of TransUnion in a research report on Wednesday. Finally, Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $91.47.

About TransUnion

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.