TransUnion $TRU Shares Purchased by Bank of America Corp DE

Bank of America Corp DE raised its position in shares of TransUnion (NYSE:TRU) by 9.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,447,914 shares of the business services provider’s stock after acquiring an additional 124,294 shares during the period. Bank of America Corp DE’s holdings in TransUnion were worth $100,181,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Wealth High Governance Capital Ltda purchased a new stake in TransUnion during the fourth quarter worth approximately $10,466,000. Mirabaud Asset Management Ltd raised its stake in shares of TransUnion by 49.3% in the 4th quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock valued at $7,221,000 after acquiring an additional 25,381 shares during the period. Financiere des Professionnels Fonds d investissement inc. lifted its holdings in shares of TransUnion by 18.6% during the 4th quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock valued at $25,078,000 after acquiring an additional 45,840 shares in the last quarter. BNP Paribas Financial Markets raised its position in TransUnion by 280.6% in the fourth quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock valued at $23,114,000 after purchasing an additional 198,726 shares during the period. Finally, PBCay One RSC Ltd acquired a new position in shares of TransUnion during the fourth quarter worth about $52,131,000.

Insider Activity

In other news, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $72,640.00. Following the sale, the insider owned 64,634 shares in the company, valued at approximately $4,695,013.76. This represents a 1.52% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the transaction, the executive vice president directly owned 57,182 shares in the company, valued at $4,860,470. The trade was a 29.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 50,100 shares of company stock worth $3,934,484 over the last ninety days. Insiders own 0.37% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Robert W. Baird raised their target price on TransUnion from $108.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. UBS Group upped their price target on TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a report on Thursday, July 2nd. Wells Fargo & Company increased their price objective on shares of TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Griffin Securities set a $98.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th. Finally, Mizuho reduced their target price 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. Ten research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Trading Up 1.0%

Shares of TRU opened at $79.96 on Friday. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. TransUnion has a one year low of $63.37 and a one year high of $95.50. The stock has a 50-day moving average price of $73.99 and a 200 day moving average price of $73.43. The company has a market capitalization of $15.32 billion, a P/E ratio of 21.10, a P/E/G ratio of 1.30 and a beta of 1.53.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating the consensus estimate of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same period in the prior year, the business posted $1.08 EPS. The business’s revenue was up 14.9% on a year-over-year basis. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts forecast that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Thursday, August 20th. TransUnion’s dividend payout ratio is 13.19%.

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.