TransUnion (NYSE:TRU) CAO Sells 1,070 Shares of Stock

TransUnion (NYSE:TRU) CAO Jennifer Williams sold 1,070 shares of the stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $84.57, for a total value of $90,489.90. Following the completion of the transaction, the chief accounting officer directly owned 4,327 shares of the company’s stock, valued at approximately $365,934.39. The trade was a 19.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Price Performance

TRU stock traded down $1.20 during trading on Tuesday, hitting $83.71. The company had a trading volume of 1,945,891 shares, compared to its average volume of 2,445,246. The company has a fifty day moving average price of $78.59 and a two-hundred day moving average price of $73.85. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50. The company has a market cap of $16.04 billion, a P/E ratio of 22.09, a P/E/G ratio of 1.41 and a beta of 1.53. 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 (NYSE:TRU) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.16 by $0.07. The firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business’s revenue for the quarter was up 14.9% compared to the same quarter last year. During the same period in the prior year, the company 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. Equities research analysts expect that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Investors 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 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is 13.19%.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. California State Teachers Retirement System raised its position in shares of TransUnion by 6,636.6% during the second quarter. California State Teachers Retirement System now owns 22,788,593 shares of the business services provider’s stock worth $1,643,969,000 after acquiring an additional 22,450,313 shares during the last quarter. BlackRock Inc. acquired a new stake in TransUnion in the second quarter worth about $1,367,560,000. Dodge & Cox acquired a new stake in TransUnion in the fourth quarter worth about $843,952,000. Independent Franchise Partners LLP raised its holdings in TransUnion by 99.7% during the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after purchasing an additional 4,561,619 shares during the last quarter. Finally, Jupiter Topco LLC bought a new stake in TransUnion during the 2nd quarter worth about $280,292,000.

Analysts Set New Price Targets

Several brokerages have weighed in on TRU. Morgan Stanley reaffirmed an “overweight” rating and set a $106.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th. Bank of America decreased their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. Needham & Company LLC raised their price target on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 price objective on TransUnion in a research report on Wednesday, July 29th. Finally, The Goldman Sachs Group reissued a “neutral” rating and issued a $82.00 price objective on shares of TransUnion in a research note on Tuesday, July 28th. Ten analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, TransUnion has an average rating of “Moderate Buy” and a consensus target price of $94.38.

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.