Oppenheimer Asset Management Inc. Acquires New Position in TransUnion $TRU

Oppenheimer Asset Management Inc. acquired a new stake in TransUnion (NYSE:TRU) during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 17,203 shares of the business services provider’s stock, valued at approximately $1,241,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Royal Bank of Canada grew its holdings in shares of TransUnion by 85.3% during the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after acquiring an additional 34,867 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in TransUnion by 1,318.2% during 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 last quarter. Invesco Ltd. grew its stake in TransUnion by 4.5% in the second 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 in the last quarter. EverSource Wealth Advisors LLC grew its stake in TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares in the last quarter. Finally, The Manufacturers Life Insurance Company increased its position in TransUnion by 2.2% in 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 purchasing an additional 12,280 shares during the last quarter.

TransUnion Stock Down 0.1%

TRU opened at $80.37 on Monday. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. The firm’s fifty day moving average price is $74.83 and its two-hundred day moving average price is $73.20. The company has a market capitalization of $15.40 billion, a P/E ratio of 21.21, a P/E/G ratio of 1.32 and a beta of 1.53.

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

TransUnion Announces Dividend

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

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on TRU. Robert W. Baird lifted their price target on TransUnion from $108.00 to $115.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Mizuho lowered their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. Needham & Company LLC increased their target price on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Wells Fargo & Company raised their target price on TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, Barclays lifted their price target on TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 29th. Ten analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, TransUnion has a consensus rating of “Moderate Buy” and an average target price of $94.38.

Insider Activity

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of TransUnion 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 $72,640.00. Following the sale, the insider directly owned 64,634 shares of the company’s stock, valued at approximately $4,695,013.76. The trade was a 1.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the transaction, the executive vice president owned 45,248 shares of the company’s stock, valued at $3,251,973.76. This trade represents a 12.87% 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 quarter, insiders have sold 58,773 shares of company stock valued at $4,615,228. 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.