Worthington Financial Partners LLC Takes $686,000 Position in TransUnion $TRU

Worthington Financial Partners LLC acquired a new stake in shares of TransUnion (NYSE:TRU) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 7,996 shares of the business services provider’s stock, valued at approximately $686,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Royal Bank of Canada grew its holdings in shares of TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. boosted its position in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the period. Invesco Ltd. increased its position in TransUnion by 4.5% in the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after acquiring an additional 24,736 shares during the period. EverSource Wealth Advisors LLC raised its stake in shares of TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after acquiring an additional 197 shares during the last quarter. Finally, The Manufacturers Life Insurance Company lifted its holdings in shares of TransUnion by 2.2% during the second quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock worth $50,690,000 after purchasing an additional 12,280 shares during the period.

TransUnion Price Performance

TransUnion stock opened at $64.83 on Friday. The stock has a market capitalization of $12.50 billion, a price-to-earnings ratio of 17.96, a PEG ratio of 1.14 and a beta of 1.56. TransUnion has a 52-week low of $63.58 and a 52-week high of $99.39. The stock’s 50 day moving average price is $70.36 and its two-hundred day moving average price is $75.57. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 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 company had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter last year, the firm posted $1.05 EPS. The company’s quarterly revenue was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, equities analysts predict that TransUnion will post 4.21 earnings per share for the current year.

TransUnion Dividend Announcement

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

Insider Buying and Selling at TransUnion

In other news, insider Steven M. Chaouki sold 5,000 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $70.73, for a total transaction of $353,650.00. Following the transaction, the insider owned 99,906 shares in the company, valued at approximately $7,066,351.38. This represents a 4.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $70,730.00. Following the completion of the sale, the insider owned 65,634 shares of the company’s stock, valued at approximately $4,642,292.82. This represents a 1.50% decrease in their ownership of the stock. 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 ninety days, insiders sold 25,666 shares of company stock valued at $1,843,542. Corporate insiders own 0.37% of the company’s stock.

Analyst Ratings Changes

TRU has been the subject of a number of recent research reports. Morgan Stanley decreased their price objective on TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a report on Wednesday, March 11th. Bank of America reduced 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. Weiss Ratings cut TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, May 8th. UBS Group lowered their price objective on TransUnion from $75.00 to $72.00 and set a “neutral” rating for the company in a research report on Tuesday. Finally, Robert W. Baird set a $108.00 price objective on TransUnion in a research note on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus target price of $91.47.

About TransUnion

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.