XML Financial LLC purchased a new stake in TransUnion (NYSE:TRU – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 14,566 shares of the business services provider’s stock, valued at approximately $1,008,000.
Other large investors have also made changes to their positions in the company. Royal Bank of Canada increased its holdings in shares of TransUnion by 85.3% in the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after acquiring an additional 34,867 shares in the last quarter. Geneos Wealth Management Inc. increased its position in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares during the last quarter. Invesco Ltd. raised its stake in shares of TransUnion by 4.5% during the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock worth $50,917,000 after purchasing an additional 24,736 shares in the last quarter. EverSource Wealth Advisors LLC raised its position in TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after acquiring an additional 197 shares in the last quarter. Finally, The Manufacturers Life Insurance Company lifted its stake in TransUnion by 2.2% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock valued at $50,690,000 after purchasing an additional 12,280 shares during the last quarter.
Wall Street Analysts Forecast Growth
Several brokerages have issued reports on TRU. Mizuho began coverage on TransUnion in a report on Thursday, April 16th. They set a “neutral” rating and a $80.00 price target for the company. Needham & Company LLC reiterated a “buy” rating and issued a $95.00 price target on shares of TransUnion in a research note on Wednesday, April 29th. UBS Group reduced their price objective on shares of TransUnion from $75.00 to $72.00 and set a “neutral” rating on the stock in a research note on Tuesday, June 16th. JPMorgan Chase & Co. decreased their price target on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Finally, Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $91.47.
TransUnion Price Performance
TransUnion stock opened at $64.39 on Tuesday. The firm has a market cap of $12.41 billion, a P/E ratio of 17.84, a P/E/G ratio of 1.14 and a beta of 1.56. TransUnion has a one year low of $63.37 and a one year high of $99.39. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. The stock’s 50 day moving average is $70.24 and its 200 day moving average is $75.39.
TransUnion (NYSE:TRU – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping the consensus estimate of $1.11 by $0.07. The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. TransUnion’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period in the prior year, the company posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, research analysts expect that TransUnion will post 4.21 EPS for the current year.
TransUnion Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were issued a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Wednesday, May 27th. TransUnion’s dividend payout ratio is presently 13.85%.
Insider Buying and Selling
In other TransUnion news, EVP Heather J. Russell sold 6,683 shares of the firm’s stock in a transaction 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 completion of the sale, the executive vice president directly owned 45,248 shares in the company, valued at approximately $3,251,973.76. This trade represents a 12.87% decrease in their ownership of the stock. The transaction 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 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. Insiders have sold a total of 25,666 shares of company stock valued at $1,843,542 over the last ninety days. 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.
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