Rakuten Investment Management Inc. Makes New $824,000 Investment in TransUnion $TRU

Rakuten Investment Management Inc. bought a new stake in shares of TransUnion (NYSE:TRU) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 11,483 shares of the business services provider’s stock, valued at approximately $824,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in TRU. Geneos Wealth Management Inc. increased its stake 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 acquiring an additional 290 shares during the last quarter. Cornerstone Planning Group LLC lifted its stake in shares of TransUnion by 130.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares during the last quarter. Measured Wealth Private Client Group LLC purchased a new position in shares of TransUnion in the 3rd quarter worth approximately $36,000. Osterweis Capital Management Inc. purchased a new position in shares of TransUnion in the 2nd quarter worth approximately $45,000. Finally, EverSource Wealth Advisors LLC increased its position in shares of TransUnion by 59.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares during the last quarter.

TransUnion Price Performance

TRU opened at $85.06 on Tuesday. The business has a fifty day moving average of $78.59 and a 200 day moving average of $73.85. The stock has a market cap of $16.30 billion, a P/E ratio of 22.44, a PEG ratio of 1.41 and a beta of 1.53. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 52-week low of $63.37 and a 52-week high of $95.50.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same quarter last year, the firm posted $1.08 earnings per share. The business’s revenue was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, sell-side analysts anticipate that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be issued a dividend of $0.125 per share. The ex-dividend date is Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is presently 13.19%.

Insider Buying and Selling

In other TransUnion news, EVP Mohamed Abdelsadek sold 23,495 shares of the company’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the transaction, the executive vice president directly owned 57,182 shares in the company, valued at $4,860,470. This represents a 29.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $79.96, for a total value of $79,960.00. Following the completion of the transaction, the insider directly owned 88,906 shares in the company, valued at approximately $7,108,923.76. This trade represents a 1.11% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 46,090 shares of company stock worth $3,710,541 over the last 90 days. Corporate insiders own 0.37% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently issued reports on TRU. The Goldman Sachs Group restated a “neutral” rating and issued a $82.00 price target on shares of TransUnion in a research report on Tuesday, July 28th. Morgan Stanley reissued an “overweight” rating and issued a $106.00 target price on shares of TransUnion in a research note on Wednesday, July 29th. Stifel Nicolaus raised their target price on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Mizuho dropped their price target on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. Finally, Barclays upped their price target on shares of TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

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.