Segall Bryant & Hamill LLC Purchases 14,735 Shares of TransUnion $TRU

Segall Bryant & Hamill LLC lifted its position in TransUnion (NYSE:TRU) by 9.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 166,683 shares of the business services provider’s stock after buying an additional 14,735 shares during the period. Segall Bryant & Hamill LLC owned about 0.09% of TransUnion worth $13,965,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in TRU. Geneos Wealth Management Inc. raised its holdings in 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 acquiring an additional 290 shares during the last quarter. Elevation Point Wealth Partners LLC bought a new stake in shares of TransUnion in the 2nd quarter worth $34,000. MAI Capital Management raised its stake in shares of TransUnion by 333.3% in the second quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after purchasing an additional 310 shares during the last quarter. Clearstead Advisors LLC raised its stake in shares of TransUnion by 189.6% in the third quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after purchasing an additional 328 shares during the last quarter. Finally, Osterweis Capital Management Inc. bought a new position in shares of TransUnion during the second quarter valued at $45,000.

TransUnion Stock Performance

Shares of NYSE TRU opened at $79.27 on Wednesday. The firm has a 50 day moving average of $80.06 and a 200 day moving average of $82.79. The company has a current ratio of 1.75, a quick ratio of 2.01 and a debt-to-equity ratio of 1.08. The firm has a market capitalization of $15.27 billion, a price-to-earnings ratio of 34.17, a price-to-earnings-growth ratio of 1.43 and a beta of 1.70. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same period last year, the firm earned $0.97 earnings per share. The company’s quarterly revenue was up 13.0% on a year-over-year basis. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, research analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be given a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is 21.55%.

Insider Buying and Selling at TransUnion

In other news, insider Steven M. Chaouki sold 1,000 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the transaction, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. This represents a 1.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the transaction, the executive vice president directly owned 50,427 shares in the company, valued at approximately $4,336,722. This represents a 7.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,818 shares of company stock valued at $579,843 over the last ninety days. 0.25% of the stock is currently owned by company insiders.

Analyst Ratings Changes

TRU has been the subject of several research analyst reports. Wells Fargo & Company reduced their price objective on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. Stifel Nicolaus dropped their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Barclays decreased their price objective on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a report on Friday, February 13th. Morgan Stanley set a $105.00 target price on shares of TransUnion in a report on Friday, February 13th. Finally, Bank of America initiated coverage on shares of TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $94.92.

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.