Fox Run Management L.L.C. Cuts Stake in TransUnion $TRU

Fox Run Management L.L.C. lessened its stake in shares of TransUnion (NYSE:TRU) by 80.0% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,498 shares of the business services provider’s stock after selling 13,990 shares during the period. Fox Run Management L.L.C.’s holdings in TransUnion were worth $293,000 as of its most recent filing with the Securities & Exchange Commission.

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

TransUnion Price Performance

TRU opened at $78.32 on Tuesday. The stock’s 50-day moving average price is $80.21 and its 200 day moving average price is $82.86. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39. The firm has a market cap of $15.21 billion, a price-to-earnings ratio of 33.76, a PEG ratio of 1.44 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.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.04. The company had revenue of $1.17 billion during 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%.TransUnion’s revenue was up 13.0% compared to the same quarter last year. During the same period in the previous year, the company posted $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. As a group, sell-side analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, February 26th. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is currently 21.55%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on TRU shares. Bank of America assumed coverage on shares of TransUnion in a research report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 target price for the company. Robert W. Baird set a $107.00 price objective on shares of TransUnion in a research note on Friday, February 13th. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Needham & Company LLC lowered their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $111.00 price target on shares of TransUnion in a research report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus price target of $94.92.

Insiders Place Their Bets

In other news, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $85.71, for a total value of $85,710.00. Following the sale, the insider directly owned 61,592 shares in the company, valued at approximately $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total value of $39,395.00. Following the transaction, the insider directly owned 31,725 shares of the company’s stock, valued at $2,499,612.75. The trade was 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 6,818 shares of company stock worth $579,843 in the last ninety days. 0.25% of the stock is owned by corporate 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.