TransUnion $TRU Shares Sold by Bessemer Group Inc.

Bessemer Group Inc. cut its stake in TransUnion (NYSE:TRU) by 48.2% in the 1st quarter, HoldingsChannel reports. The fund owned 1,952,940 shares of the business services provider’s stock after selling 1,815,962 shares during the period. Bessemer Group Inc.’s holdings in TransUnion were worth $135,123,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TRU. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in shares of TransUnion by 46.2% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 3,979 shares of the business services provider’s stock worth $275,000 after purchasing an additional 1,257 shares in the last quarter. State of Michigan Retirement System increased its stake in TransUnion by 0.9% in the first quarter. State of Michigan Retirement System now owns 46,300 shares of the business services provider’s stock valued at $3,203,000 after acquiring an additional 400 shares during the period. Principal Financial Group Inc. raised its holdings in shares of TransUnion by 2.8% in the 1st quarter. Principal Financial Group Inc. now owns 429,558 shares of the business services provider’s stock worth $29,721,000 after buying an additional 11,680 shares in the last quarter. Applied Finance Capital Management LLC raised its stake in shares of TransUnion by 4.7% in the first quarter. Applied Finance Capital Management LLC now owns 4,576 shares of the business services provider’s stock valued at $317,000 after acquiring an additional 204 shares during the last quarter. Finally, Procyon Advisors LLC lifted its position in TransUnion by 42.8% during the 1st quarter. Procyon Advisors LLC now owns 5,713 shares of the business services provider’s stock worth $395,000 after buying an additional 1,711 shares in the last quarter.

Insiders Place Their Bets

In other news, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $72,640.00. Following the transaction, the insider directly owned 64,634 shares of the company’s stock, valued at $4,695,013.76. This represents a 1.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 the business’s stock in a transaction dated 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 of the company’s stock, valued at $3,251,973.76. This represents a 12.87% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 32,138 shares of company stock worth $2,335,742 in the last 90 days. 0.37% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

TRU has been the topic of a number of recent analyst reports. Bank of America reduced their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Needham & Company LLC reiterated a “buy” rating and set a $95.00 target price on shares of TransUnion in a research note on Wednesday, April 29th. Weiss Ratings raised TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday. Finally, Mizuho cut their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a report on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $91.60.

TransUnion Price Performance

Shares of NYSE TRU opened at $79.83 on Friday. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $99.39. The stock has a market cap of $15.39 billion, a price-to-earnings ratio of 22.11, a PEG ratio of 1.45 and a beta of 1.55. The firm’s 50-day simple moving average is $71.04 and its 200 day simple moving average is $74.10. 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 posted 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. The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. TransUnion’s revenue was up 13.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, research analysts anticipate that TransUnion will post 4.14 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were issued a $0.125 dividend. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is presently 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.