TD Asset Management Inc Acquires 105,705 Shares of TransUnion $TRU

TD Asset Management Inc boosted its holdings in TransUnion (NYSE:TRU) by 25.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 521,481 shares of the business services provider’s stock after acquiring an additional 105,705 shares during the period. TD Asset Management Inc owned 0.27% of TransUnion worth $43,690,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in TRU. Geneos Wealth Management Inc. grew its position in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new stake in shares of TransUnion during the 2nd quarter valued at $34,000. MAI Capital Management grew its holdings in shares of TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after purchasing an additional 310 shares in the last quarter. Clearstead Advisors LLC increased its position in shares of TransUnion by 189.6% in the third quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after purchasing an additional 328 shares during the period. Finally, Osterweis Capital Management Inc. acquired a new position in TransUnion in the second quarter valued at about $45,000.

TransUnion Stock Performance

Shares of TRU stock opened at $78.49 on Friday. The firm has a market capitalization of $15.24 billion, a price-to-earnings ratio of 33.83, a PEG ratio of 1.43 and a beta of 1.70. The company has a current ratio of 1.75, a quick ratio of 2.01 and a debt-to-equity ratio of 1.08. The business’s 50-day moving average price is $80.40 and its 200-day moving average price is $83.04. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39.

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

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be given a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date is Thursday, February 26th. TransUnion’s dividend payout ratio is 21.55%.

Analyst Upgrades and Downgrades

TRU has been the topic of a number of recent analyst reports. The Goldman Sachs Group decreased their price objective on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research note on Friday, February 13th. Barclays decreased their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. Wells Fargo & Company dropped their price objective on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Robert W. Baird set a $107.00 target price on TransUnion in a research report on Friday, February 13th. Finally, Needham & Company LLC dropped their target price on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $94.92.

Insider Buying and Selling

In related news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the transaction, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $78.79, for a total value of $39,395.00. Following the completion of the transaction, the insider directly owned 31,725 shares in the company, valued at $2,499,612.75. This represents a 1.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 7,818 shares of company stock valued at $663,883 over the last ninety days. 0.22% of the stock is owned by company insiders.

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.