Van ECK Associates Corp Sells 185,581 Shares of TransUnion $TRU

Van ECK Associates Corp lessened its stake in TransUnion (NYSE:TRU) by 3.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,609,054 shares of the business services provider’s stock after selling 185,581 shares during the quarter. Van ECK Associates Corp owned approximately 2.37% of TransUnion worth $386,146,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in TRU. Capital International Sarl raised its holdings in shares of TransUnion by 2.2% in the 3rd quarter. Capital International Sarl now owns 30,198 shares of the business services provider’s stock valued at $2,530,000 after purchasing an additional 659 shares during the period. Legal & General Group Plc grew its holdings in TransUnion by 3.4% during the third quarter. Legal & General Group Plc now owns 1,201,940 shares of the business services provider’s stock worth $100,699,000 after purchasing an additional 39,103 shares during the period. Fieldview Capital Management LLC acquired a new position in TransUnion during the third quarter worth approximately $986,000. WINTON GROUP Ltd bought a new stake in TransUnion in the third quarter valued at approximately $9,309,000. Finally, Schroder Investment Management Group raised its stake in TransUnion by 43.3% in the third quarter. Schroder Investment Management Group now owns 22,545 shares of the business services provider’s stock valued at $1,922,000 after buying an additional 6,811 shares during the period.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the sale, the insider owned 61,592 shares in the company, valued at $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction 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. This represents a 1.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 12,564 shares of company stock valued at $1,028,827 over the last three months. 0.25% of the stock is owned by corporate insiders.

TransUnion Stock Down 1.7%

NYSE TRU opened at $76.06 on Tuesday. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08. The company has a market cap of $14.65 billion, a price-to-earnings ratio of 32.79, a PEG ratio of 1.42 and a beta of 1.70. The company has a 50 day moving average of $79.29 and a 200-day moving average of $82.50. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. The business had revenue of $1.17 billion for 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 firm’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.97 earnings per share. 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, equities research analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The company 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 dividend of $0.125 per share. The ex-dividend date is Thursday, February 26th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is 21.55%.

Analyst Ratings Changes

Several brokerages have issued reports on TRU. The Goldman Sachs Group cut their price target on TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. Robert W. Baird set a $107.00 price target on shares of TransUnion in a research note on Friday, February 13th. BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $94.92.

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.