Copeland Capital Management LLC Sells 9,708 Shares of TransUnion $TRU

Copeland Capital Management LLC lessened its holdings in shares of TransUnion (NYSE:TRU) by 2.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 357,685 shares of the business services provider’s stock after selling 9,708 shares during the quarter. Copeland Capital Management LLC owned 0.19% of TransUnion worth $24,748,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Royal Bank of Canada raised its position in shares of TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares during the period. Geneos Wealth Management Inc. grew its position in shares of TransUnion by 1,318.2% in the 1st 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. Invesco Ltd. grew its position in shares of TransUnion by 4.5% in the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after purchasing an additional 24,736 shares during the period. EverSource Wealth Advisors LLC increased its stake in TransUnion by 59.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after purchasing an additional 197 shares in the last quarter. Finally, The Manufacturers Life Insurance Company raised its holdings in TransUnion by 2.2% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock worth $50,690,000 after buying an additional 12,280 shares during the period.

Analysts Set New Price Targets

A number of brokerages have weighed in on TRU. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday. UBS Group raised their price objective on shares of TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a report on Thursday, July 2nd. Mizuho cut their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. Robert W. Baird set a $108.00 target price on shares of TransUnion in a research note on Wednesday, April 29th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $95.00 target price on shares of TransUnion in a report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $91.60.

TransUnion Price Performance

NYSE TRU opened at $79.83 on Friday. The firm’s 50 day moving average is $71.04 and its 200-day moving average is $74.10. 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 company has a market capitalization of $15.39 billion, a PE ratio of 22.11, a price-to-earnings-growth ratio of 1.45 and a beta of 1.55. TransUnion has a 12-month low of $63.37 and a 12-month high of $99.39.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, topping the consensus estimate of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The business had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. During the same quarter in the prior year, the company posted $1.05 earnings per share. The firm’s revenue was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities research analysts anticipate that TransUnion will post 4.14 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were issued a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date was Wednesday, May 27th. TransUnion’s dividend payout ratio is presently 13.85%.

Insider Buying and Selling

In other news, insider Steven M. Chaouki sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $726,400.00. Following the sale, the insider owned 89,906 shares in the company, valued at $6,530,771.84. This represents a 10.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $70,730.00. Following the completion of the sale, the insider directly owned 65,634 shares of the company’s stock, valued at approximately $4,642,292.82. The trade was a 1.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 32,138 shares of company stock valued at $2,335,742. 0.37% of the stock is currently owned by company 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.