TransUnion (NYSE:TRU) EVP Heather Russell Sells 4,067 Shares

TransUnion (NYSE:TRU) EVP Heather Russell sold 4,067 shares of the company’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $77.37, for a total value of $314,663.79. Following the sale, the executive vice president owned 41,063 shares of the company’s stock, valued at approximately $3,177,044.31. This trade represents a 9.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

TransUnion Stock Performance

Shares of TRU stock traded down $1.32 during trading on Monday, reaching $76.06. The company had a trading volume of 2,508,169 shares, compared to its average volume of 2,846,499. The firm’s 50 day simple moving average is $79.51 and its two-hundred day simple moving average is $82.57. TransUnion has a one year low of $65.24 and a one year high of $99.39. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. The company has a market capitalization of $14.65 billion, a PE ratio of 32.79, a PEG ratio of 1.42 and a beta of 1.70.

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

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be given a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. This is a boost from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is presently 21.55%.

Institutional Trading of TransUnion

Hedge funds have recently modified their holdings of the stock. Allianz Asset Management GmbH lifted its stake in shares of TransUnion by 202.1% during the third quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock valued at $13,732,000 after acquiring an additional 109,662 shares during the period. Principal Financial Group Inc. lifted its position in TransUnion by 5,046.6% during the 3rd quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock valued at $36,267,000 after purchasing an additional 424,470 shares during the period. Oregon Public Employees Retirement Fund bought a new position in shares of TransUnion in the 3rd quarter valued at about $3,284,000. Diamond Hill Capital Management Inc. raised its stake in shares of TransUnion by 7.8% during the third quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock worth $28,648,000 after buying an additional 24,641 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC boosted its stake in TransUnion by 3.2% in the third quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock valued at $37,375,000 after acquiring an additional 13,952 shares during the last quarter.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on TRU. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. Stifel Nicolaus reduced their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a report on Friday, February 13th. Bank of America initiated coverage on shares of TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 target price for the company. Wells Fargo & Company reduced 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. Finally, Robert W. Baird set a $107.00 target price on TransUnion in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $94.92.

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.