TransUnion $TRU Shares Sold by Independent Franchise Partners LLP

Independent Franchise Partners LLP reduced its position in shares of TransUnion (NYSE:TRU) by 1.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,575,284 shares of the business services provider’s stock after selling 71,619 shares during the period. TransUnion comprises approximately 2.5% of Independent Franchise Partners LLP’s portfolio, making the stock its 19th largest position. Independent Franchise Partners LLP owned approximately 2.36% of TransUnion worth $383,317,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Penserra Capital Management LLC lifted its holdings in TransUnion by 12.8% during the 2nd quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock worth $92,000 after buying an additional 120 shares during the last quarter. Covestor Ltd boosted its position in shares of TransUnion by 20.9% during the 3rd quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock worth $62,000 after acquiring an additional 127 shares in the last quarter. DAVENPORT & Co LLC increased its holdings in shares of TransUnion by 0.4% in the 3rd quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock valued at $2,779,000 after acquiring an additional 137 shares during the last quarter. Rovin Capital UT ADV raised its position in shares of TransUnion by 2.3% during the 3rd quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider’s stock worth $537,000 after acquiring an additional 147 shares in the last quarter. Finally, Cornerstone Investment Partners LLC raised its position in shares of TransUnion by 1.7% during the 3rd quarter. Cornerstone Investment Partners LLC now owns 10,265 shares of the business services provider’s stock worth $860,000 after acquiring an additional 167 shares in the last quarter.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Stifel Nicolaus lowered their price target on TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $111.00 price objective on shares of TransUnion in a research report on Friday, February 13th. Barclays lowered their target price 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. Robert W. Baird set a $107.00 target price on shares of TransUnion in a research report on Friday, February 13th. Finally, Bank of America began coverage on shares of TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $94.54.

TransUnion Price Performance

TRU stock opened at $69.96 on Friday. 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 capitalization of $13.48 billion, a P/E ratio of 30.16, a PEG ratio of 1.27 and a beta of 1.70. The business has a 50 day simple moving average of $78.17 and a 200-day simple moving average of $82.08. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39.

TransUnion (NYSE:TRU) last announced its earnings results 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. 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 analysts’ expectations of $1.13 billion. During the same period in the previous year, the company posted $0.97 EPS. 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. As a group, equities analysts anticipate that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were issued a $0.125 dividend. The ex-dividend date of this dividend was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s dividend payout ratio is currently 21.55%.

Insiders Place Their Bets

In other news, insider Todd C. Skinner sold 500 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the sale, the insider owned 31,725 shares in the company, valued at approximately $2,499,612.75. This represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 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 value of $371,348.00. Following 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 position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 12,064 shares of company stock valued at $988,292. 0.22% of the stock is owned by insiders.

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.