TransUnion $TRU Shares Sold by Strs Ohio

Strs Ohio lowered its position in shares of TransUnion (NYSE:TRU) by 67.1% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,661 shares of the business services provider’s stock after selling 9,489 shares during the quarter. Strs Ohio’s holdings in TransUnion were worth $390,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Massachusetts Financial Services Co. MA boosted its position in shares of TransUnion by 4.8% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after purchasing an additional 1,046,391 shares in the last quarter. Vanguard Group Inc. boosted its holdings in TransUnion by 1.5% during the second quarter. Vanguard Group Inc. now owns 18,539,805 shares of the business services provider’s stock worth $1,631,503,000 after buying an additional 274,903 shares in the last quarter. William Blair Investment Management LLC grew its position in TransUnion by 41.7% in the second quarter. William Blair Investment Management LLC now owns 4,739,103 shares of the business services provider’s stock worth $417,041,000 after buying an additional 1,394,813 shares during the last quarter. Independent Franchise Partners LLP increased its holdings in shares of TransUnion by 119.5% in the second quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after buying an additional 2,530,335 shares in the last quarter. Finally, Ninety One UK Ltd lifted its position in shares of TransUnion by 52.6% during the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock valued at $296,284,000 after acquiring an additional 1,219,360 shares during the last quarter.

Analyst Ratings Changes

A number of brokerages have recently issued reports on TRU. Needham & Company LLC reaffirmed a “buy” rating and set a $115.00 target price on shares of TransUnion in a research report on Monday, October 20th. Morgan Stanley reduced their price objective on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating for the company in a research note on Wednesday, December 17th. Oppenheimer started coverage on shares of TransUnion in a report on Monday, October 13th. They issued an “outperform” rating and a $93.00 target price for the company. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. Finally, Robert W. Baird set a $125.00 price target on shares of TransUnion in a research report on Friday, October 24th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $101.08.

TransUnion News Roundup

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Zacks includes TRU among four business‑services firms “poised to beat estimates” this earnings season, highlighting momentum that could support upside if results beat. 4 Business Services Firms Poised to Beat Estimates This Earnings Season
• Positive Sentiment: Zacks also flags TRU as a top-ranked value stock by its Style Scores, which can attract investors who screen for combined value/growth characteristics. TransUnion (TRU) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: Autonomous Research raised its FY2026 outlook (forecasting $4.32 EPS), implying upside to consensus over the next fiscal year — a positive catalyst if management guidance or results track above Street expectations. Q1 Earnings Forecast for TransUnion Issued By Autonomous Res
• Positive Sentiment: Analysts’ consensus still skews constructive: the average recommendation is around “Moderate Buy,” which can support demand if sentiment improves. TransUnion (NYSE:TRU) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Market commentary is examining valuation after recent weakness — investors should review relative valuation vs. peers to judge whether the pullback is an entry opportunity or a sign of re‑rating. TransUnion (TRU) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Autonomous’s near‑term line items include Q4‑2025 at $0.94 and Q3‑2026 at $1.10 — mixed timing of the beats could lead to volatility around quarterly prints. MarketBeat TRU Coverage
• Negative Sentiment: Autonomous’s FY2025 estimate (~$3.78) sits below the current consensus (~$3.99), creating execution risk if shorter‑term results miss — and the stock is trading below its 50‑ and 200‑day averages, which can amplify downside during weaker prints or cautious guidance.

Insider Activity

In other news, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $42,855.00. Following the transaction, the insider directly owned 32,225 shares in the company, valued at $2,762,004.75. The trade was a 1.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $84.04, for a total value of $84,040.00. Following the sale, the insider owned 62,592 shares of the company’s stock, valued at approximately $5,260,231.68. This represents a 1.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 8,318 shares of company stock worth $704,958 in the last ninety days. Corporate insiders own 0.22% of the company’s stock.

TransUnion Price Performance

Shares of TRU opened at $79.04 on Friday. The business’s 50-day moving average is $84.60 and its 200-day moving average is $85.75. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01. The company has a market capitalization of $15.35 billion, a price-to-earnings ratio of 36.93, a P/E/G ratio of 1.52 and a beta of 1.72. TransUnion has a fifty-two week low of $66.38 and a fifty-two week high of $101.19.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, December 8th. Shareholders of record on Friday, November 21st were paid a dividend of $0.115 per share. The ex-dividend date of this dividend was Friday, November 21st. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is 21.50%.

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.