Diamond Hill Capital Management LLC Investment Advisor Takes Position in TransUnion $TRU

Diamond Hill Capital Management LLC Investment Advisor bought a new position in shares of TransUnion (NYSE:TRU) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 707,995 shares of the business services provider’s stock, valued at approximately $51,075,000. Diamond Hill Capital Management LLC Investment Advisor owned about 0.37% of TransUnion at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Geneos Wealth Management Inc. boosted its stake 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 purchasing an additional 290 shares during the period. Cornerstone Planning Group LLC increased 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 purchasing an additional 220 shares during the period. Measured Wealth Private Client Group LLC acquired a new position in TransUnion in the third quarter valued at $36,000. Osterweis Capital Management Inc. purchased a new stake in shares of TransUnion in the second quarter valued at about $45,000. Finally, EverSource Wealth Advisors LLC raised its holdings in shares of TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after buying an additional 197 shares during the last quarter.

Insider Buying and Selling at TransUnion

In related news, insider Todd C. Skinner sold 950 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $79.96, for a total value of $75,962.00. Following the sale, the insider owned 63,849 shares in the company, valued at $5,105,366.04. This represents a 1.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $79.96, for a total value of $79,960.00. Following the completion of the transaction, the insider directly owned 88,906 shares of the company’s stock, valued at $7,108,923.76. The trade was a 1.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 58,773 shares of company stock worth $4,615,228. Corporate insiders own 0.37% of the company’s stock.

TransUnion Trading Down 0.1%

Shares of TRU stock opened at $80.37 on Monday. The business’s fifty day moving average price is $74.83 and its 200 day moving average price is $73.20. The firm has a market capitalization of $15.40 billion, a PE ratio of 21.21, a P/E/G ratio of 1.32 and a beta of 1.53. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. TransUnion has a 1-year low of $63.37 and a 1-year high of $95.50.

TransUnion (NYSE:TRU) last released its quarterly earnings data 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. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter in the previous year, the firm earned $1.08 earnings per share. The firm’s revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, sell-side analysts forecast that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s payout ratio is 13.19%.

Analyst Ratings Changes

A number of research firms recently issued reports on TRU. Robert W. Baird raised their price target on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research note on Tuesday, July 28th. Griffin Securities set a $98.00 price objective on TransUnion in a research report on Wednesday, July 29th. Morgan Stanley reissued an “overweight” rating and issued a $106.00 target price on shares of TransUnion in a report on Wednesday, July 29th. Finally, Wells Fargo & Company upped their price target on TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

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.