Moore Capital Management LP Buys New Shares in TransUnion $TRU

Moore Capital Management LP purchased a new stake in TransUnion (NYSE:TRU) during the 2nd quarter, Holdings Channel reports. The firm purchased 37,457 shares of the business services provider’s stock, valued at approximately $2,702,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. grew its holdings 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 acquiring an additional 290 shares in the last quarter. Cornerstone Planning Group LLC raised its holdings in TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after acquiring an additional 220 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new stake in TransUnion during the third quarter worth about $36,000. Essential Partners LLC boosted its position in TransUnion by 63.7% during the first quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after purchasing an additional 237 shares during the last quarter. Finally, Osterweis Capital Management Inc. bought a new position in TransUnion in the second quarter valued at approximately $45,000.

Analysts Set New Price Targets

Several research analysts have weighed in on TRU shares. Stifel Nicolaus boosted their price target on TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Barclays increased their price objective on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Wall Street Zen upgraded shares of TransUnion from a “hold” rating to a “buy” rating in a report on Saturday. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $82.00 price target on shares of TransUnion in a research report on Tuesday, July 28th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $106.00 price target on shares of TransUnion in a research note on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $94.38.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $79.96, for a total transaction of $79,960.00. Following the completion of the sale, the insider directly owned 88,906 shares in the company, valued at $7,108,923.76. This trade represents a 1.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 950 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $79.96, for a total value of $75,962.00. Following the sale, the insider owned 63,849 shares of the company’s stock, valued at approximately $5,105,366.04. This represents a 1.47% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 46,090 shares of company stock worth $3,710,541 in the last quarter. 0.37% of the stock is owned by corporate insiders.

TransUnion Stock Performance

Shares of NYSE TRU opened at $85.06 on Tuesday. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 12 month low of $63.37 and a 12 month high of $95.50. The stock has a 50 day moving average of $78.59 and a 200-day moving average of $73.85. The company has a market capitalization of $16.30 billion, a P/E ratio of 22.44, a P/E/G ratio of 1.41 and a beta of 1.53.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share 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 business had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.28 billion. During the same quarter in the prior year, the business earned $1.08 EPS. The firm’s revenue for the quarter 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. As a group, equities research analysts predict that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The business 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 $0.125 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio is presently 13.19%.

About TransUnion

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.