Susquehanna Fundamental Investments LLC Reduces Stock Position in TransUnion $TRU

Susquehanna Fundamental Investments LLC decreased its position in shares of TransUnion (NYSE:TRU) by 13.8% during the 2nd quarter, Holdings Channel.com reports. The fund owned 222,927 shares of the business services provider’s stock after selling 35,564 shares during the period. Susquehanna Fundamental Investments LLC’s holdings in TransUnion were worth $16,082,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Moore Capital Management LP acquired a new position in TransUnion during the second quarter worth $2,702,000. Northwestern Mutual Wealth Management Co. increased its position in shares of TransUnion by 12.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,187 shares of the business services provider’s stock valued at $86,000 after buying an additional 132 shares in the last quarter. Royal London Asset Management Ltd. increased its position in shares of TransUnion by 0.8% in the second quarter. Royal London Asset Management Ltd. now owns 88,542 shares of the business services provider’s stock valued at $6,387,000 after buying an additional 716 shares in the last quarter. Hsbc Holdings PLC boosted its position in shares of TransUnion by 7.3% in the 2nd quarter. Hsbc Holdings PLC now owns 113,679 shares of the business services provider’s stock worth $8,196,000 after buying an additional 7,720 shares in the last quarter. Finally, Livforsakringsbolaget Skandia Omsesidigt acquired a new stake in TransUnion in the 2nd quarter valued at about $101,000.

Insider Transactions at TransUnion

In other TransUnion news, EVP Alicia Brooke Zuiker sold 8,673 shares of TransUnion stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total transaction of $680,743.77. Following the sale, the executive vice president owned 41,883 shares of the company’s stock, valued at $3,287,396.67. The trade was a 17.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the business’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total value of $77,760.00. Following the transaction, the chief accounting officer owned 5,843 shares of the company’s stock, valued at $467,440. This trade represents a 14.26% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 46,090 shares of company stock worth $3,710,541 over the last quarter. Insiders own 0.37% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on TRU shares. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Griffin Securities set a $98.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th. Needham & Company LLC lifted their price objective on TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Barclays increased their target price on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Finally, Robert W. Baird raised their price target on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Price Performance

TRU opened at $85.68 on Monday. TransUnion has a 52-week low of $63.37 and a 52-week high of $95.50. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. The company has a market cap of $16.42 billion, a P/E ratio of 22.61, a P/E/G ratio of 1.41 and a beta of 1.53. The company has a 50 day moving average of $78.18 and a two-hundred day moving average of $73.77.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period in the previous year, the company earned $1.08 earnings per share. TransUnion’s quarterly 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. On average, analysts expect that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Announces Dividend

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

About TransUnion

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.