ProShare Advisors LLC Makes New $694,000 Investment in TransUnion $TRU

ProShare Advisors LLC acquired a new stake in TransUnion (NYSE:TRU) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,286 shares of the business services provider’s stock, valued at approximately $694,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in TRU. Royal Bank of Canada boosted its stake in shares of TransUnion by 85.3% during the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after buying an additional 290 shares during the period. Sequoia Financial Advisors LLC acquired a new stake in TransUnion during the second quarter worth approximately $240,000. Allianz Asset Management GmbH grew its stake in TransUnion by 124.8% in the 2nd quarter. Allianz Asset Management GmbH now owns 54,249 shares of the business services provider’s stock worth $4,774,000 after acquiring an additional 30,119 shares during the period. Finally, Nordea Investment Management AB raised its holdings in TransUnion by 10.7% in the 2nd quarter. Nordea Investment Management AB now owns 16,831 shares of the business services provider’s stock valued at $1,479,000 after acquiring an additional 1,627 shares during the last quarter.

TransUnion Price Performance

Shares of NYSE TRU opened at $73.83 on Tuesday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 2.01. TransUnion has a 1-year low of $65.24 and a 1-year high of $101.19. The business has a 50-day moving average of $82.07 and a 200-day moving average of $83.91. The company has a market capitalization of $14.34 billion, a price-to-earnings ratio of 31.83, a PEG ratio of 1.42 and a beta of 1.70.

TransUnion (NYSE:TRU) last posted its earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same period in the previous year, the company posted $0.97 earnings per share. The business’s revenue for the quarter was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, equities analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be given a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 26th. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is presently 19.83%.

Insider Activity

In related news, EVP Tiffani Chambers sold 4,318 shares of TransUnion stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the transaction, the executive vice president directly owned 50,427 shares in the company, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the transaction, the insider directly owned 61,592 shares in the company, valued at approximately $5,279,050.32. This represents a 1.60% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 7,818 shares of company stock worth $663,883. 0.25% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on TRU shares. Needham & Company LLC lowered their price objective on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday. Robert W. Baird set a $107.00 price target on TransUnion in a report on Friday. JPMorgan Chase & Co. dropped their price objective on shares of TransUnion from $118.00 to $107.00 and set an “overweight” rating for the company in a research note on Friday, October 24th. Stifel Nicolaus decreased their target price on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday. Finally, BMO Capital Markets raised shares of TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $95.00.

TransUnion 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.