Handelsbanken Fonder AB Purchases 14,069 Shares of TransUnion $TRU

Handelsbanken Fonder AB increased its position in TransUnion (NYSE:TRU) by 37.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 51,600 shares of the business services provider’s stock after buying an additional 14,069 shares during the quarter. Handelsbanken Fonder AB’s holdings in TransUnion were worth $4,425,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of TRU. State Street Corp boosted its holdings in TransUnion by 62.2% in the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after buying an additional 2,600,425 shares during the period. Invesco Ltd. lifted its stake in TransUnion by 355.9% in the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock worth $220,993,000 after purchasing an additional 2,059,177 shares in the last quarter. Egerton Capital UK LLP purchased a new stake in TransUnion in the 3rd quarter worth $122,742,000. Danica Pension Livsforsikringsaktieselskab purchased a new stake in TransUnion in the 3rd quarter worth $109,156,000. Finally, Spear Holdings RSC Ltd lifted its stake in TransUnion by 175.6% in the 3rd quarter. Spear Holdings RSC Ltd now owns 1,444,709 shares of the business services provider’s stock worth $121,038,000 after purchasing an additional 920,525 shares in the last quarter.

TransUnion Stock Performance

TransUnion stock opened at $70.70 on Friday. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. TransUnion has a 1-year low of $64.51 and a 1-year high of $99.39. The firm has a market capitalization of $13.63 billion, a P/E ratio of 19.59, a price-to-earnings-growth ratio of 1.23 and a beta of 1.57. The company’s 50-day moving average is $70.58 and its 200 day moving average is $77.35.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $1.21 billion. During the same period in the prior year, the company posted $1.05 EPS. The firm’s revenue for the quarter was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Research analysts forecast that TransUnion will post 4.21 EPS for the current year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Wednesday, May 27th will be given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion’s dividend payout ratio is 13.85%.

Insider Activity

In related news, insider Todd C. Skinner sold 500 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $71.93, for a total value of $35,965.00. Following the sale, the insider directly owned 55,263 shares of the company’s stock, valued at $3,975,067.59. This represents a 0.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $71.93, for a total transaction of $359,650.00. Following the completion of the sale, the insider directly owned 84,711 shares in the company, valued at $6,093,262.23. This trade represents a 5.57% 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. Over the last quarter, insiders sold 18,729 shares of company stock valued at $1,387,839. Company insiders own 0.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Bank of America decreased their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research note on Tuesday. The Goldman Sachs Group decreased their price target on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Needham & Company LLC reiterated a “buy” rating and issued a $95.00 price target on shares of TransUnion in a research note on Wednesday, April 29th. Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. Finally, Morgan Stanley decreased their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $91.27.

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.