SG Americas Securities LLC Purchases 8,270 Shares of TransUnion $TRU

SG Americas Securities LLC raised its holdings in shares of TransUnion (NYSE:TRU) by 20.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 49,345 shares of the business services provider’s stock after acquiring an additional 8,270 shares during the period. SG Americas Securities LLC’s holdings in TransUnion were worth $4,231,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in TRU. Threadgill Financial LLC grew its stake in shares of TransUnion by 58.4% during the fourth quarter. Threadgill Financial LLC now owns 63,334 shares of the business services provider’s stock valued at $5,431,000 after buying an additional 23,343 shares during the last quarter. True Wealth Design LLC lifted its stake in shares of TransUnion by 200.8% in the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after acquiring an additional 245 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its holdings in TransUnion by 104.0% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 17,246 shares of the business services provider’s stock valued at $1,427,000 after acquiring an additional 8,793 shares during the period. Nordea Investment Management AB grew its position in TransUnion by 4.2% during the 4th quarter. Nordea Investment Management AB now owns 20,141 shares of the business services provider’s stock worth $1,742,000 after acquiring an additional 814 shares during the last quarter. Finally, Permanent Capital Management LP grew its position in TransUnion by 6.9% during the 4th quarter. Permanent Capital Management LP now owns 3,946 shares of the business services provider’s stock worth $338,000 after acquiring an additional 254 shares during the last quarter.

Insider Activity at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 1,679 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the completion of the transaction, the chief accounting officer directly owned 7,219 shares in the company, valued at approximately $577,520. This represents a 18.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the sale, the insider directly owned 31,725 shares of the company’s stock, valued at approximately $2,499,612.75. This represents a 1.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 7,746 shares of company stock valued at $616,944 in the last 90 days. 0.22% of the stock is owned by company insiders.

TransUnion Trading Down 0.5%

TRU opened at $68.87 on Thursday. 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 business has a 50 day simple moving average of $74.23 and a two-hundred day simple moving average of $80.20. The firm has a market capitalization of $13.29 billion, a price-to-earnings ratio of 29.69, a PEG ratio of 1.26 and a beta of 1.71.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The business’s quarterly 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. Analysts predict that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

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

Analyst Upgrades and Downgrades

Several analysts have weighed in on TRU shares. Barclays lowered their price objective on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research report on Friday, February 13th. Needham & Company LLC cut their target price on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Robert W. Baird set a $107.00 target price on shares of TransUnion in a research note on Friday, February 13th. Wall Street Zen upgraded shares of TransUnion from a “hold” rating to a “buy” rating in a report on Saturday, March 14th. Finally, Morgan Stanley cut their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $94.54.

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.