Wellington Management Group LLP Reduces Stock Holdings in TransUnion $TRU

Wellington Management Group LLP reduced its position in shares of TransUnion (NYSE:TRU) by 39.7% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 6,603,407 shares of the business services provider’s stock after selling 4,349,555 shares during the quarter. Wellington Management Group LLP’s holdings in TransUnion were worth $476,370,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Mirabaud Asset Management Ltd grew its position in shares of TransUnion by 49.3% during 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. increased its stake in shares of TransUnion by 18.6% in the 4th quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock worth $25,078,000 after purchasing an additional 45,840 shares in the last quarter. BNP Paribas Financial Markets raised its holdings in TransUnion by 280.6% in the 4th quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock worth $23,114,000 after purchasing an additional 198,726 shares during the period. PBCay One RSC Ltd purchased a new position in TransUnion during the fourth quarter valued at $52,131,000. Finally, Norges Bank purchased a new position in TransUnion during the fourth quarter valued at $89,069,000.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the completion of the transaction, the executive vice president owned 57,182 shares in the company, valued at $4,860,470. This trade represents a 29.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of TransUnion stock in a transaction 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 completion of the transaction, the insider directly owned 89,906 shares of the company’s stock, valued at $6,530,771.84. The trade was a 10.01% decrease in their ownership of the stock. 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 have sold 52,090 shares of company stock valued at $4,134,921 over the last ninety days. Corporate insiders own 0.37% of the company’s stock.

TransUnion Trading Up 1.2%

Shares of TRU stock opened at $85.68 on Friday. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. The stock has a market capitalization of $16.42 billion, a price-to-earnings ratio of 22.61, a price-to-earnings-growth ratio of 1.41 and a beta of 1.53. TransUnion has a 12-month low of $63.37 and a 12-month high of $95.50. The stock’s 50-day moving average price is $78.18 and its 200-day moving average price is $73.78.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $1.28 billion. During the same period in the prior year, the company earned $1.08 earnings per share. The firm’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. Equities research analysts predict that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be paid a dividend of $0.125 per share. 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 dividend payout ratio is presently 13.19%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on TRU. Griffin Securities set a $98.00 price target on TransUnion in a research report on Wednesday, July 29th. Barclays lifted their price objective on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 29th. Bank of America cut their price objective on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. BNP Paribas Exane raised shares of TransUnion from a “neutral” rating to an “outperform” rating in a report on Tuesday, July 28th. Finally, Needham & Company LLC raised their target price on shares of TransUnion from $95.00 to $100.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Ten equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $94.38.

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.