TransUnion $TRU Stock Bought by Ninety One North America Inc.

Ninety One North America Inc. lifted its position in TransUnion (NYSE:TRU) by 15.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,072 shares of the business services provider’s stock after acquiring an additional 8,370 shares during the period. Ninety One North America Inc.’s holdings in TransUnion were worth $3,733,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. First Citizens Bank & Trust Co. acquired a new position in TransUnion during the third quarter valued at approximately $709,000. Worthington Financial Partners LLC raised its holdings in TransUnion by 2.1% in the third quarter. Worthington Financial Partners LLC now owns 12,518 shares of the business services provider’s stock worth $765,000 after purchasing an additional 258 shares during the period. Legacy Wealth Asset Management LLC raised its holdings in TransUnion by 20.5% in the third quarter. Legacy Wealth Asset Management LLC now owns 10,675 shares of the business services provider’s stock worth $652,000 after purchasing an additional 1,815 shares during the period. Central Pacific Bank Trust Division raised its holdings in TransUnion by 15.1% in the third quarter. Central Pacific Bank Trust Division now owns 6,850 shares of the business services provider’s stock worth $419,000 after purchasing an additional 900 shares during the period. Finally, QRG Capital Management Inc. boosted its position in shares of TransUnion by 7.4% during the second quarter. QRG Capital Management Inc. now owns 3,748 shares of the business services provider’s stock worth $270,000 after purchasing an additional 257 shares in the last quarter.

TransUnion Stock Up 8.5%

TRU stock traded up $5.72 during trading hours on Thursday, reaching $72.66. 1,476,198 shares of the stock were exchanged, compared to its average volume of 2,498,920. The firm’s 50-day moving average is $75.33 and its 200-day moving average is $73.35. The company has a market cap of $13.92 billion, a price-to-earnings ratio of 19.16, a PEG ratio of 1.15 and a beta of 1.58. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90. TransUnion has a 12 month low of $60.96 and a 12 month high of $89.12.

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

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, September 4th. Stockholders of record on Thursday, August 20th were paid a dividend of $0.1250 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend was Thursday, August 20th. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.

Insider Buying and Selling

In related news, EVP Mohamed Abdelsadek sold 1,250 shares of the stock in a transaction on Monday, September 14th. The shares were sold at an average price of $79.07, for a total transaction of $98,837.50. Following the completion of the transaction, the executive vice president owned 53,431 shares in the company, valued at approximately $4,224,789.17. This represents a 2.29% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 1,000 shares of the stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $84.42, for a total transaction of $84,420.00. Following the transaction, the insider owned 79,888 shares of the company’s stock, valued at $6,744,144.96. The trade was a 1.24% 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. Insiders sold 62,975 shares of company stock valued at $5,062,870 over the last ninety days. Insiders own 0.37% of the company’s stock.

Wall Street Analysts Forecast Growth

TRU has been the subject of several research analyst reports. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, October 3rd. Needham & Company LLC lowered their price objective on shares of TransUnion from $100.00 to $85.00 and set a “buy” rating for the company in a research report on Tuesday. Griffin Securities set a $98.00 price objective on TransUnion in a research note on Wednesday, July 29th. Stifel Nicolaus lifted their target price on TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, BMO Capital Markets lifted their target price on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Nine investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and a consensus target price of $91.13.

About TransUnion

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.