TransUnion $TRU Shares Acquired by Interval Partners LP

Interval Partners LP grew its position in TransUnion (NYSE:TRU) by 317.9% during the fourth quarter, Holdings Channel reports. The firm owned 210,562 shares of the business services provider’s stock after acquiring an additional 160,180 shares during the period. Interval Partners LP’s holdings in TransUnion were worth $18,056,000 as of its most recent filing with the SEC.

A number of other hedge funds have also modified their holdings of TRU. Dodge & Cox acquired a new position in shares of TransUnion in the fourth quarter valued at about $843,952,000. State Street Corp increased its holdings in shares of TransUnion by 62.2% in 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 purchasing an additional 2,600,425 shares during the period. Invesco Ltd. increased its holdings in shares of TransUnion by 355.9% in the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after purchasing an additional 2,059,177 shares during the period. Egerton Capital UK LLP acquired a new position in shares of TransUnion in the third quarter valued at about $122,742,000. Finally, Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of TransUnion in the third quarter valued at about $109,156,000.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Morgan Stanley cut their price objective on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. JPMorgan Chase & Co. lowered their target price on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Mizuho started coverage on TransUnion in a research note on Thursday, April 16th. They issued a “neutral” rating and a $80.00 target price on the stock. Bank of America lowered their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 19th. Finally, Robert W. Baird set a $108.00 target price on TransUnion in a research note on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $91.47.

TransUnion Stock Down 6.8%

Shares of TRU opened at $64.27 on Thursday. TransUnion has a 52 week low of $63.96 and a 52 week high of $99.39. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. The company has a market capitalization of $12.39 billion, a price-to-earnings ratio of 17.80, a PEG ratio of 1.22 and a beta of 1.56. The stock’s 50-day moving average price is $70.57 and its 200-day moving average price is $75.79.

TransUnion (NYSE:TRU) last issued its earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS 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 firm had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the prior year, the business earned $1.05 earnings per share. The company’s 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. On average, sell-side analysts predict that TransUnion will post 4.21 EPS for the current year.

TransUnion Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were given a dividend of $0.125 per share. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a yield of 0.8%. TransUnion’s dividend payout ratio is currently 13.85%.

Insiders Place Their Bets

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $70.00, for a total transaction of $350,000.00. Following the transaction, the insider owned 89,711 shares in the company, valued at approximately $6,279,770. This represents a 5.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $70,730.00. Following the transaction, the insider owned 65,634 shares in the company, valued at $4,642,292.82. This represents a 1.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 25,666 shares of company stock worth $1,843,542. 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.