TransUnion $TRU Stock Position Increased by Victory Capital Management Inc.

Victory Capital Management Inc. grew its position in TransUnion (NYSE:TRU) by 3.9% in the 3rd quarter, Holdings Channel.com reports. The firm owned 3,267,053 shares of the business services provider’s stock after buying an additional 121,526 shares during the period. Victory Capital Management Inc.’s holdings in TransUnion were worth $273,714,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in TRU. Geneos Wealth Management Inc. boosted its position in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the period. Elevation Point Wealth Partners LLC bought a new stake in TransUnion during the 2nd quarter valued at $34,000. MAI Capital Management boosted its position in TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after acquiring an additional 310 shares during the period. Clearstead Advisors LLC grew 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 in the last quarter. Finally, Osterweis Capital Management Inc. acquired a new position in shares of TransUnion during the second quarter valued at $45,000.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on TRU. Robert W. Baird set a $107.00 price objective on shares of TransUnion in a research note on Friday, February 13th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. Bank of America started coverage on shares of TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective for the company. Stifel Nicolaus lowered their price objective on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. Finally, Needham & Company LLC cut their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday, February 13th. 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $94.92.

Insider Buying and Selling

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the sale, the insider owned 31,725 shares in the company, valued at approximately $2,499,612.75. The trade was a 1.55% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the transaction, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. The trade was a 7.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 6,818 shares of company stock valued at $579,843. 0.25% of the stock is owned by corporate insiders.

TransUnion Trading Up 1.2%

Shares of NYSE:TRU opened at $79.27 on Wednesday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75. The stock has a market capitalization of $15.27 billion, a price-to-earnings ratio of 34.17, a PEG ratio of 1.43 and a beta of 1.70. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39. The company has a 50 day moving average price of $80.06 and a 200 day moving average price of $82.79.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.04. The company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The company’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.97 EPS. 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 EPS for the current fiscal year.

TransUnion Increases Dividend

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

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.