South Dakota Investment Council Purchases New Position in TransUnion $TRU

South Dakota Investment Council acquired a new stake in TransUnion (NYSE:TRU) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 28,700 shares of the business services provider’s stock, valued at approximately $2,404,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Teachers Retirement System of The State of Kentucky purchased a new stake in shares of TransUnion during the 3rd quarter valued at about $5,027,000. Victory Capital Management Inc. grew its position in TransUnion by 3.9% in the third quarter. Victory Capital Management Inc. now owns 3,267,053 shares of the business services provider’s stock valued at $273,714,000 after acquiring an additional 121,526 shares in the last quarter. Segall Bryant & Hamill LLC raised its stake in shares of TransUnion by 9.7% during the third quarter. Segall Bryant & Hamill LLC now owns 166,683 shares of the business services provider’s stock valued at $13,965,000 after purchasing an additional 14,735 shares during the period. APG Asset Management N.V. lifted its position in shares of TransUnion by 10.3% during the third quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider’s stock worth $293,621,000 after purchasing an additional 328,541 shares in the last quarter. Finally, Aviso Financial Inc. boosted its stake in shares of TransUnion by 8.4% in the third quarter. Aviso Financial Inc. now owns 12,809 shares of the business services provider’s stock valued at $1,073,000 after purchasing an additional 993 shares during the period.

TransUnion Price Performance

Shares of NYSE TRU opened at $77.54 on Thursday. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. 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 company has a market capitalization of $14.93 billion, a price-to-earnings ratio of 33.42, a price-to-earnings-growth ratio of 1.45 and a beta of 1.70. The business has a 50 day simple moving average of $79.88 and a 200-day simple moving average of $82.75.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same period last year, the business posted $0.97 earnings per share. The firm’s revenue for the quarter 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. As a group, equities research analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

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

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on 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 directly owned 61,592 shares in the company, valued at $5,279,050.32. The trade was a 1.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Todd C. Skinner sold 500 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total value of $39,395.00. Following the sale, the insider owned 31,725 shares in the company, valued at $2,499,612.75. The trade was a 1.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,818 shares of company stock valued at $579,843 over the last quarter. Insiders own 0.22% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Wells Fargo & Company cut their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Robert W. Baird set a $107.00 price target on TransUnion in a research note on Friday, February 13th. BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Stifel Nicolaus cut their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Finally, Morgan Stanley set a $105.00 price target on shares of TransUnion in a research report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $94.92.

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.