607,938 Shares in TransUnion $TRU Bought by PBCay One RSC Ltd

PBCay One RSC Ltd acquired a new stake in TransUnion (NYSE:TRU) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 607,938 shares of the business services provider’s stock, valued at approximately $52,131,000. TransUnion accounts for approximately 9.2% of PBCay One RSC Ltd’s investment portfolio, making the stock its 6th biggest holding.

Other hedge funds also recently added to or reduced their stakes in the company. Eagle Bay Advisors LLC purchased a new position in TransUnion in the fourth quarter valued at about $25,000. Board of the Pension Protection Fund purchased a new position in TransUnion in the fourth quarter valued at about $26,000. Geneos Wealth Management Inc. raised its position in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the period. True Wealth Design LLC raised its position in TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 245 shares during the period. Finally, Cornerstone Planning Group LLC raised its position in TransUnion by 130.2% in the fourth 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 period.

TransUnion Stock Performance

Shares of TRU stock opened at $66.39 on Friday. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. The business has a 50 day moving average of $71.27 and a two-hundred day moving average of $77.81. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The company has a market cap of $12.80 billion, a P/E ratio of 18.39, a PEG ratio of 1.16 and a beta of 1.57.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. The company had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The business’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, analysts anticipate that TransUnion will post 4.21 EPS for the current year.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be issued a $0.125 dividend. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.8%. TransUnion’s dividend payout ratio is currently 13.85%.

Insider Buying and Selling

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $71.93, for a total value of $359,650.00. Following the transaction, the insider owned 84,711 shares of the company’s stock, valued at approximately $6,093,262.23. This represents a 5.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 1,679 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the completion of the transaction, the chief accounting officer directly owned 7,219 shares in the company, valued at $577,520. This represents a 18.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 18,729 shares of company stock worth $1,387,839 over the last three months. Corporate insiders own 0.37% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on TRU. Bank of America began coverage on TransUnion in a research report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective on the stock. Stifel Nicolaus lowered their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Barclays lowered their target price on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, February 13th. Robert W. Baird set a $108.00 target price on TransUnion in a research note on Wednesday, April 29th. Finally, New Street Research set a $100.00 target price on TransUnion in a research note on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $91.47.

TransUnion 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.