T. Rowe Price Investment Management Inc. Has $604.23 Million Position in TransUnion $TRU

T. Rowe Price Investment Management Inc. lessened its position in TransUnion (NYSE:TRU) by 0.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,046,378 shares of the business services provider’s stock after selling 9,086 shares during the period. T. Rowe Price Investment Management Inc.’s holdings in TransUnion were worth $604,227,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of TRU. Eagle Bay Advisors LLC acquired a new stake in TransUnion in the 4th quarter valued at about $25,000. Board of the Pension Protection Fund acquired a new position in TransUnion during the fourth quarter worth approximately $26,000. Geneos Wealth Management Inc. raised 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 buying an additional 290 shares during the period. True Wealth Design LLC raised its stake in TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after buying an additional 245 shares during the period. Finally, Cornerstone Planning Group LLC lifted its position in shares of TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares during the last quarter.

Analysts Set New Price Targets

A number of research firms recently weighed in on TRU. Morgan Stanley decreased their target price on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Weiss Ratings downgraded TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, May 8th. Needham & Company LLC reaffirmed a “buy” rating and set a $95.00 price objective on shares of TransUnion in a research report on Wednesday, April 29th. Bank of America dropped their price objective 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. Finally, JPMorgan Chase & Co. cut their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus price target of $91.47.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $353,650.00. Following the completion of the sale, the insider owned 99,906 shares of the company’s stock, valued at $7,066,351.38. The trade was a 4.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $70,730.00. Following the transaction, the insider directly owned 65,634 shares in the company, valued at $4,642,292.82. This represents a 1.50% 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 25,666 shares of company stock worth $1,843,542 in the last quarter. 0.37% of the stock is currently owned by corporate insiders.

TransUnion Stock Performance

NYSE:TRU opened at $64.83 on Friday. The stock has a 50 day simple moving average of $70.49 and a 200 day simple moving average of $75.65. The stock has a market cap of $12.50 billion, a P/E ratio of 17.96, a PEG ratio of 1.14 and a beta of 1.56. TransUnion has a 1-year low of $63.58 and a 1-year high of $99.39. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The firm 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 firm posted $1.05 EPS. The company’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 anticipate that TransUnion will post 4.21 earnings per share for the current year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were given a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is currently 13.85%.

TransUnion Company 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.