Korea Investment CORP Invests $5.98 Million in TransUnion $TRU

Korea Investment CORP purchased a new stake in shares of TransUnion (NYSE:TRU) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 82,945 shares of the business services provider’s stock, valued at approximately $5,984,000.

A number of other hedge funds have also modified their holdings of TRU. BlackRock Inc. acquired a new stake in shares of TransUnion in the second quarter worth about $1,367,560,000. Dodge & Cox bought a new position in shares of TransUnion in the 4th quarter valued at approximately $843,952,000. Independent Franchise Partners LLP raised its stake in shares of TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after acquiring an additional 4,561,619 shares in the last quarter. State Street Corp lifted its holdings in TransUnion by 0.7% in the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock worth $585,844,000 after purchasing an additional 50,232 shares during the last quarter. Finally, Van ECK Associates Corp lifted its holdings in TransUnion by 7.0% in the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after purchasing an additional 323,149 shares during the last quarter.

Insider Activity

In other TransUnion news, CAO Jennifer A. Williams sold 972 shares of the stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total value of $77,760.00. Following the sale, the chief accounting officer directly owned 5,843 shares in the company, valued at approximately $467,440. This trade represents a 14.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 950 shares of TransUnion stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $79.96, for a total value of $75,962.00. Following the transaction, the insider owned 63,849 shares in the company, valued at $5,105,366.04. This trade represents a 1.47% 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. In the last ninety days, insiders have sold 58,773 shares of company stock worth $4,615,228. Corporate insiders own 0.37% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on TRU. JPMorgan Chase & Co. dropped their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Wednesday, April 29th. Bank of America decreased their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday, May 19th. BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. UBS Group lifted their price objective on TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a research note on Thursday, July 2nd. Finally, Morgan Stanley restated an “overweight” rating and set a $106.00 target price on shares of TransUnion in a research note on Wednesday, July 29th. 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 data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $94.38.

TransUnion Price Performance

TransUnion stock opened at $84.79 on Tuesday. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The company has a market capitalization of $16.25 billion, a PE ratio of 22.37, a price-to-earnings-growth ratio of 1.39 and a beta of 1.53. TransUnion has a one year low of $63.37 and a one year high of $95.50. The business has a 50 day simple moving average of $76.64 and a 200 day simple moving average of $73.41.

TransUnion (NYSE:TRU) last posted its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The firm’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. On average, sell-side analysts forecast that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Announces Dividend

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

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.