Bamco Inc. NY Sells 50,000 Shares of TransUnion $TRU

Bamco Inc. NY lowered its stake in TransUnion (NYSE:TRU) by 5.7% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 822,483 shares of the business services provider’s stock after selling 50,000 shares during the period. Bamco Inc. NY’s holdings in TransUnion were worth $68,908,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Allianz Asset Management GmbH increased its stake in shares of TransUnion by 202.1% during the third quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock worth $13,732,000 after purchasing an additional 109,662 shares during the period. Principal Financial Group Inc. lifted its holdings in TransUnion by 5,046.6% during the 3rd quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock worth $36,267,000 after purchasing an additional 424,470 shares during the last quarter. Oregon Public Employees Retirement Fund bought a new stake in TransUnion in the 3rd quarter valued at $3,284,000. Diamond Hill Capital Management Inc. grew 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 buying an additional 24,641 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC grew its holdings in TransUnion by 3.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock valued at $37,375,000 after buying an additional 13,952 shares in the last quarter.

TransUnion Stock Up 0.6%

Shares of NYSE TRU opened at $69.96 on Friday. The stock has a market capitalization of $13.48 billion, a P/E ratio of 30.16, a PEG ratio of 1.28 and a beta of 1.70. The stock’s fifty day moving average is $78.17 and its 200 day moving average is $82.03. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75.

TransUnion (NYSE:TRU) last posted its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.04. The business had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. TransUnion’s revenue was up 13.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.97 earnings per share. 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 earnings per share for the current fiscal year.

TransUnion Increases Dividend

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

Insider Buying and Selling at TransUnion

In related news, CAO Jennifer A. Williams sold 1,679 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the sale, the chief accounting officer owned 7,219 shares in the company, valued at approximately $577,520. This trade represents a 18.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the transaction, the insider directly owned 61,592 shares in the company, valued at $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 12,064 shares of company stock worth $988,292 in the last three months. Company insiders own 0.22% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Barclays dropped their target price on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a report on Friday, February 13th. The Goldman Sachs Group dropped their price objective on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Needham & Company LLC cut their price objective on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a report on Friday, February 13th. Weiss Ratings restated a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. Finally, Stifel Nicolaus dropped their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research report on Friday, February 13th. One research 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 company’s stock. Based on data from MarketBeat, TransUnion presently has a consensus rating of “Moderate Buy” and a consensus price target of $94.54.

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.