Legal & General Group Plc Has $71.63 Million Stake in TransUnion $TRU

Legal & General Group Plc decreased its holdings in shares of TransUnion (NYSE:TRU) by 30.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 835,329 shares of the business services provider’s stock after selling 366,611 shares during the period. Legal & General Group Plc’s holdings in TransUnion were worth $71,629,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Vanguard Group Inc. boosted its holdings in TransUnion by 2.8% during the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after purchasing an additional 517,098 shares during the last quarter. State Street Corp boosted its holdings in TransUnion by 62.2% during the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after purchasing an additional 2,600,425 shares during the last quarter. Bessemer Group Inc. boosted its holdings in TransUnion by 5.8% during the fourth quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock worth $323,185,000 after purchasing an additional 205,449 shares during the last quarter. Ninety One UK Ltd boosted its holdings in TransUnion by 1.9% during the fourth quarter. Ninety One UK Ltd now owns 3,602,070 shares of the business services provider’s stock worth $308,877,000 after purchasing an additional 65,612 shares during the last quarter. Finally, APG Asset Management N.V. boosted its holdings in 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 during the last quarter.

Wall Street Analyst Weigh In

Several brokerages recently commented on TRU. Needham & Company LLC restated a “buy” rating and set a $95.00 target price on shares of TransUnion in a report on Wednesday, April 29th. Wells Fargo & Company reduced their target price on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. Morgan Stanley reduced their target price on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a report on Wednesday, March 11th. The Goldman Sachs Group dropped their price target on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Finally, Weiss Ratings lowered shares of TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $91.27.

Insider Activity

In other news, insider Todd C. Skinner sold 500 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $71.93, for a total value of $35,965.00. Following the transaction, the insider directly owned 55,263 shares of the company’s stock, valued at $3,975,067.59. This represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 1,679 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the completion of the transaction, the chief accounting officer directly owned 7,219 shares in the company, valued at $577,520. The trade was a 18.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 18,729 shares of company stock valued at $1,387,839. 0.37% of the stock is owned by insiders.

TransUnion Stock Performance

NYSE TRU opened at $71.58 on Friday. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. The firm’s fifty day moving average price is $70.54 and its two-hundred day moving average price is $77.04. TransUnion has a 1 year low of $64.51 and a 1 year high of $99.39. The firm has a market capitalization of $13.80 billion, a P/E ratio of 19.83, a price-to-earnings-growth ratio of 1.26 and a beta of 1.57.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same period in the prior year, the firm posted $1.05 earnings per share. The company’s quarterly revenue was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, research analysts anticipate that TransUnion will post 4.21 EPS for the current year.

TransUnion Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be given a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion’s dividend payout ratio is 13.85%.

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.