Public Employees Retirement System of Ohio Invests $4.30 Million in TransUnion $TRU

Public Employees Retirement System of Ohio acquired a new stake in shares of TransUnion (NYSE:TRU) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 59,606 shares of the business services provider’s stock, valued at approximately $4,300,000.

A number of other institutional investors have also bought and sold shares of the business. BlackRock Inc. purchased a new stake in shares of TransUnion during the 2nd quarter valued at approximately $1,367,560,000. Dodge & Cox purchased a new position in shares of TransUnion during the 4th quarter worth $843,952,000. Independent Franchise Partners LLP increased its position in shares of TransUnion by 99.7% during the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after purchasing an additional 4,561,619 shares during the last quarter. State Street Corp increased its position in shares of TransUnion by 0.7% during 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 raised 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 valued at $422,936,000 after buying an additional 323,149 shares during the period.

Insiders Place Their Bets

In other news, EVP Alicia Zuiker sold 8,673 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The shares were sold at an average price of $78.49, for a total transaction of $680,743.77. Following the transaction, the executive vice president directly owned 41,883 shares in the company, valued at approximately $3,287,396.67. This trade represents a 17.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of TransUnion stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the completion of the transaction, the executive vice president directly owned 57,182 shares in the company, valued at $4,860,470. The trade was a 29.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 49,160 shares of company stock valued at $3,969,871. 0.37% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on TRU shares. Griffin Securities set a $98.00 target price on shares of TransUnion in a research note on Wednesday, July 29th. Morgan Stanley reissued an “overweight” rating and issued a $106.00 price target on shares of TransUnion in a research note on Wednesday, July 29th. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday, July 28th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $82.00 price objective on shares of TransUnion in a research report on Tuesday, July 28th. Finally, Wall Street Zen raised TransUnion from a “hold” rating to a “buy” rating in a research report on Saturday, August 29th. Ten research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Up 3.1%

TRU opened at $84.96 on Friday. The business’s 50-day simple moving average is $79.59 and its 200-day simple moving average is $74.10. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. TransUnion has a one year low of $63.37 and a one year high of $95.50. The stock has a market capitalization of $16.28 billion, a P/E ratio of 22.42, a price-to-earnings-growth ratio of 1.36 and a beta of 1.54.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.16 by $0.07. The firm 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%.The business’s revenue was up 14.9% on a year-over-year basis. During the same period 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. Analysts anticipate that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Thursday, August 20th will be issued 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 is presently 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.