Victory Capital Management Inc. Grows Stock Position in TransUnion $TRU

Victory Capital Management Inc. boosted its holdings in TransUnion (NYSE:TRU) by 3.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,267,053 shares of the business services provider’s stock after buying an additional 121,526 shares during the period. Victory Capital Management Inc. owned 1.68% of TransUnion worth $273,714,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of TRU. Massachusetts Financial Services Co. MA grew its holdings in TransUnion by 4.8% in the second 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 during the period. Vanguard Group Inc. boosted its holdings in shares of TransUnion by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after purchasing an additional 517,098 shares during the last quarter. Independent Franchise Partners LLP boosted its holdings in shares of TransUnion by 119.5% in the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after purchasing an additional 2,530,335 shares during the last quarter. Ninety One UK Ltd grew its stake 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 buying an additional 1,219,360 shares during the period. Finally, APG Asset Management N.V. increased its holdings in shares of TransUnion by 10.3% during the 3rd quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider’s stock worth $293,621,000 after buying an additional 328,541 shares during the last quarter.

TransUnion Trading Up 1.2%

Shares of TRU opened at $79.27 on Wednesday. The company has a market capitalization of $15.27 billion, a P/E ratio of 34.17, a P/E/G ratio of 1.43 and a beta of 1.70. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75. The stock has a 50-day moving average price of $80.06 and a 200 day moving average price of $82.79. TransUnion has a one year low of $65.24 and a one year high of $99.39.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.04. The firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The firm’s revenue was up 13.0% compared to the same quarter last year. During the same period in the prior year, the firm 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. Sell-side analysts forecast that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

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

Insider Buying and Selling at TransUnion

In related news, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following 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 position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of TransUnion stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the transaction, the executive vice president directly owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This represents a 7.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,818 shares of company stock worth $579,843 over the last quarter. 0.25% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms have issued reports on TRU. Needham & Company LLC lowered their price target on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Bank of America assumed coverage on TransUnion in a report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price for the company. Barclays dropped their target price on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research report on Friday, February 13th. Wells Fargo & Company reduced their price target on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research report on Friday, February 13th. Finally, Robert W. Baird set a $107.00 price objective 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 assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $94.92.

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.