Quantitative Investment Management LLC Increases Stake in TransUnion $TRU

Quantitative Investment Management LLC raised its stake in TransUnion (NYSE:TRU) by 49.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 32,407 shares of the business services provider’s stock after purchasing an additional 10,729 shares during the quarter. Quantitative Investment Management LLC’s holdings in TransUnion were worth $2,337,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Mirabaud Asset Management Ltd grew its holdings in TransUnion by 49.3% in the 4th quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock worth $7,221,000 after acquiring an additional 25,381 shares during the last quarter. Financiere des Professionnels Fonds d investissement inc. boosted its holdings in shares of TransUnion by 18.6% during the fourth quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock worth $25,078,000 after purchasing an additional 45,840 shares during the period. BNP Paribas Financial Markets grew its stake in shares of TransUnion by 280.6% in the fourth quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock worth $23,114,000 after purchasing an additional 198,726 shares during the last quarter. PBCay One RSC Ltd bought a new stake in shares of TransUnion in the fourth quarter worth about $52,131,000. Finally, Norges Bank purchased a new position in TransUnion during the 4th quarter valued at about $89,069,000.

Wall Street Analysts Forecast Growth

TRU has been the subject of a number of recent analyst reports. Needham & Company LLC upped their price target on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. The Goldman Sachs Group reissued a “neutral” rating and set a $82.00 target price on shares of TransUnion in a research note on Tuesday, July 28th. BNP Paribas Exane upgraded TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday, July 28th. Finally, Wells Fargo & Company raised their price target on TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $94.38.

TransUnion Price Performance

TRU stock opened at $85.68 on Monday. 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 50-day moving average of $78.18 and a 200 day moving average of $73.77. The company has a market cap of $16.42 billion, a P/E ratio of 22.61, a PEG ratio of 1.41 and a beta of 1.53.

TransUnion (NYSE:TRU) last posted its quarterly earnings data 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 business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same period in the previous year, the firm posted $1.08 EPS. The business’s revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, sell-side analysts forecast that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be given a dividend of $0.125 per share. The ex-dividend date is Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s payout ratio is currently 13.19%.

Insider Buying and Selling

In other news, CAO Jennifer A. Williams sold 972 shares of the business’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total transaction of $77,760.00. Following the sale, the chief accounting officer owned 5,843 shares in the company, valued at approximately $467,440. The trade was a 14.26% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 950 shares of the company’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $79.96, for a total transaction of $75,962.00. Following the completion of the sale, the insider directly owned 63,849 shares in the company, valued at $5,105,366.04. This represents a 1.47% 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 46,090 shares of company stock valued at $3,710,541 over the last 90 days. 0.37% of the stock is currently owned by company insiders.

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.