California State Teachers Retirement System Has $23.41 Million Stock Holdings in TransUnion $TRU

California State Teachers Retirement System trimmed its position in shares of TransUnion (NYSE:TRU) by 2.7% during the first quarter, HoldingsChannel reports. The firm owned 338,280 shares of the business services provider’s stock after selling 9,419 shares during the quarter. California State Teachers Retirement System’s holdings in TransUnion were worth $23,406,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in TRU. Eagle Bay Advisors LLC acquired a new stake in TransUnion during the 4th quarter worth $25,000. Geneos Wealth Management Inc. grew its stake in 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 period. Cornerstone Planning Group LLC grew its stake in TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after acquiring an additional 220 shares during the period. Measured Wealth Private Client Group LLC bought a new stake in shares of TransUnion in the third quarter worth about $36,000. Finally, Osterweis Capital Management Inc. acquired a new stake in shares of TransUnion during the second quarter worth about $45,000.

Wall Street Analysts Forecast Growth

TRU has been the subject of several research analyst reports. Wall Street Zen upgraded TransUnion from a “hold” rating to a “buy” rating in a research report on Saturday. UBS Group raised their target price on shares of TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a report on Thursday, July 2nd. JPMorgan Chase & Co. cut their price target on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Griffin Securities set a $98.00 price target on shares of TransUnion in a report on Wednesday. Finally, Morgan Stanley reissued an “overweight” rating and set a $106.00 price objective on shares of TransUnion in a research report on Wednesday. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Down 2.1%

Shares of TRU stock opened at $78.57 on Friday. TransUnion has a 52-week low of $63.37 and a 52-week high of $97.42. The stock has a market cap of $15.05 billion, a price-to-earnings ratio of 20.73, a PEG ratio of 1.33 and a beta of 1.55. The firm’s 50-day moving average is $73.08 and its 200-day moving average is $73.61. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.93 and a current ratio of 1.90.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.TransUnion’s quarterly revenue was up 14.9% on a year-over-year basis. During the same quarter last year, the company posted $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts predict that TransUnion will post 4.14 EPS for the current year.

TransUnion Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Wednesday, May 27th. TransUnion’s payout ratio is currently 13.19%.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of the firm’s 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 completion of the sale, the insider owned 64,634 shares of the company’s stock, valued at $4,695,013.76. This trade represents a 1.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the transaction, the insider owned 89,906 shares in the company, valued at approximately $6,530,771.84. This represents a 10.01% 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 sold 48,150 shares of company stock worth $3,778,562 in the last three months. 0.37% of the stock is owned by 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.