TransUnion $TRU Position Increased by Geode Capital Management LLC

Geode Capital Management LLC increased its position in shares of TransUnion (NYSE:TRU) by 0.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 3,520,417 shares of the business services provider’s stock after buying an additional 24,297 shares during the quarter. Geode Capital Management LLC’s holdings in TransUnion were worth $301,012,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. raised 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 valued at $1,596,587,000 after buying an additional 517,098 shares in the last quarter. State Street Corp raised 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 valued at $568,177,000 after buying an additional 2,600,425 shares in the last quarter. Bessemer Group Inc. raised 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 valued at $323,185,000 after buying an additional 205,449 shares in the last quarter. Ninety One UK Ltd raised 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 valued at $308,877,000 after buying an additional 65,612 shares in the last quarter. Finally, APG Asset Management N.V. raised 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 valued at $293,621,000 after buying an additional 328,541 shares in the last quarter.

TransUnion Stock Up 2.8%

TRU stock opened at $73.57 on Tuesday. TransUnion has a twelve month low of $64.51 and a twelve month high of $99.39. The company has a market cap of $14.18 billion, a PE ratio of 20.38, a price-to-earnings-growth ratio of 1.26 and a beta of 1.57. The business’s 50-day simple moving average is $70.58 and its 200 day simple moving average is $76.95. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10.

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

TransUnion Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on TRU shares. JPMorgan Chase & Co. cut their target price on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Wednesday, April 29th. The Goldman Sachs Group cut their target price on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Barclays cut their target price on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a report on Friday, February 13th. Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Finally, Bank of America lowered their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $91.27.

Insider Buying and Selling

In other TransUnion news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $71.93, for a total transaction of $35,965.00. Following the sale, the insider directly owned 55,263 shares of the company’s stock, valued at approximately $3,975,067.59. The trade was a 0.90% decrease in their ownership of the stock. The transaction 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, EVP Heather J. Russell sold 6,683 shares of TransUnion stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the sale, the executive vice president directly owned 45,248 shares in the company, valued at $3,251,973.76. The trade was a 12.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 23,733 shares of company stock valued at $1,733,826 over the last three months. 0.37% of the stock is owned by corporate insiders.

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.