Legal & General Group Plc Takes $52.53 Million Position in TransUnion $TRU

Legal & General Group Plc acquired a new position in shares of TransUnion (NYSE:TRU) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 728,163 shares of the business services provider’s stock, valued at approximately $52,530,000.

Several other large investors have also recently added to or reduced their stakes in TRU. Geneos Wealth Management Inc. raised its stake in TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares in the last quarter. Cornerstone Planning Group LLC grew its stake in shares of TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after purchasing an additional 220 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new position in shares of TransUnion in the third quarter worth $36,000. Osterweis Capital Management Inc. acquired a new position in shares of TransUnion during the second quarter valued at $45,000. Finally, EverSource Wealth Advisors LLC raised its stake in shares of TransUnion by 59.5% during 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.

Insider Buying and Selling

In related news, insider Steven M. Chaouki sold 10,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the sale, the insider directly owned 89,906 shares of the company’s stock, valued at $6,530,771.84. This represents a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Brooke Zuiker sold 8,673 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total transaction of $680,743.77. Following the sale, the executive vice president owned 41,883 shares of the company’s stock, valued at $3,287,396.67. The trade was a 17.16% decrease in their ownership of the stock. 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 have sold 52,090 shares of company stock worth $4,134,921. 0.37% of the stock is owned by insiders.

Analyst Ratings Changes

Several research firms recently weighed in on TRU. BNP Paribas Exane raised shares of TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday, July 28th. Morgan Stanley reissued an “overweight” rating and set a $106.00 target price on shares of TransUnion in a research note on Wednesday, July 29th. Barclays boosted their price target on shares of TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 29th. Bank of America reduced their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. Finally, UBS Group increased their price objective on shares of TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a report on Thursday, July 2nd. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Up 1.2%

TRU opened at $85.68 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. The company has a market capitalization of $16.42 billion, a PE ratio of 22.61, a P/E/G ratio of 1.39 and a beta of 1.53. The stock’s fifty day moving average is $78.18 and its 200-day moving average is $73.78. TransUnion has a one year low of $63.37 and a one year high of $95.50.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating the consensus estimate of $1.16 by $0.07. The business had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The company’s quarterly revenue was up 14.9% on a year-over-year basis. During the same quarter last year, the business posted $1.08 earnings per share. 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, equities analysts predict that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Announces Dividend

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

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.