Louisiana State Employees Retirement System Invests $3.86 Million in TransUnion $TRU

Louisiana State Employees Retirement System bought a new stake in TransUnion (NYSE:TRU) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 55,800 shares of the business services provider’s stock, valued at approximately $3,861,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TRU. Dodge & Cox acquired a new position in TransUnion in the fourth quarter valued at $843,952,000. Independent Franchise Partners LLP increased its position in shares of TransUnion by 99.7% during the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after purchasing an additional 4,561,619 shares in the last quarter. State Street Corp lifted its holdings in shares of TransUnion by 0.7% in the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock valued at $585,844,000 after purchasing an additional 50,232 shares during the last quarter. Van ECK Associates Corp boosted its position in shares of TransUnion by 7.0% in the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock valued at $422,936,000 after purchasing an additional 323,149 shares during the period. Finally, Bessemer Group Inc. boosted its position in shares of TransUnion by 5.8% in the 4th quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock valued at $323,185,000 after purchasing an additional 205,449 shares during the period.

Analysts Set New Price Targets

Several research analysts have commented on the company. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Needham & Company LLC reissued a “buy” rating and issued a $95.00 price objective on shares of TransUnion in a report on Wednesday, April 29th. Mizuho started coverage on shares of TransUnion in a research report on Thursday, April 16th. They set a “neutral” rating and a $80.00 target price on the stock. Bank of America cut their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Finally, JPMorgan Chase & Co. reduced their price target on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $91.47.

TransUnion Stock Performance

Shares of TRU stock opened at $70.42 on Friday. The stock’s 50-day moving average price is $69.93 and its 200 day moving average price is $75.00. 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 stock has a market capitalization of $13.58 billion, a PE ratio of 19.51, a price-to-earnings-growth ratio of 1.24 and a beta of 1.56. TransUnion has a 52-week low of $63.37 and a 52-week high of $99.39.

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

TransUnion Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is 13.85%.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the completion of the transaction, the insider owned 89,711 shares in the company, valued at approximately $6,279,770. This represents a 5.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $70,730.00. Following the completion of the sale, the insider owned 65,634 shares of the company’s stock, valued at $4,642,292.82. This trade represents a 1.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 25,666 shares of company stock valued at $1,843,542. 0.37% of the stock is owned by company insiders.

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.