TransUnion $TRU Shares Purchased by Bank of New York Mellon Corp

Bank of New York Mellon Corp raised its position in TransUnion (NYSE:TRU) by 35.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,484,311 shares of the business services provider’s stock after buying an additional 388,545 shares during the period. Bank of New York Mellon Corp owned about 0.76% of TransUnion worth $124,356,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Penserra Capital Management LLC lifted its position in shares of TransUnion by 12.8% in the second quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock valued at $92,000 after acquiring an additional 120 shares in the last quarter. Covestor Ltd raised its holdings in shares of TransUnion by 20.9% during the 3rd quarter. Covestor Ltd now owns 735 shares of the business services provider’s stock worth $62,000 after acquiring an additional 127 shares during the period. DAVENPORT & Co LLC raised its stake in TransUnion by 0.4% during the third quarter. DAVENPORT & Co LLC now owns 33,166 shares of the business services provider’s stock worth $2,779,000 after purchasing an additional 137 shares during the period. Rovin Capital UT ADV raised its position in shares of TransUnion by 2.3% during the 3rd quarter. Rovin Capital UT ADV now owns 6,414 shares of the business services provider’s stock valued at $537,000 after buying an additional 147 shares during the period. Finally, One Wealth Advisors LLC lifted its stake in shares of TransUnion by 7.3% in the 3rd quarter. One Wealth Advisors LLC now owns 2,622 shares of the business services provider’s stock valued at $220,000 after purchasing an additional 179 shares during the last quarter.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on TRU shares. The Goldman Sachs Group increased their price objective on shares of TransUnion from $78.00 to $86.00 and gave the stock a “neutral” rating in a research report on Friday, October 24th. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Needham & Company LLC reaffirmed a “buy” rating and set a $115.00 price target on shares of TransUnion in a report on Monday, October 20th. Morgan Stanley reduced their price objective on shares of TransUnion from $122.00 to $120.00 and set an “overweight” rating for the company in a research report on Wednesday, December 17th. Finally, Robert W. Baird set a $125.00 target price on TransUnion in a research report on Friday, October 24th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $101.08.

Insider Transactions at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $42,855.00. Following the completion of the transaction, the insider owned 32,225 shares of the company’s stock, valued at $2,762,004.75. The trade was a 1.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $84.04, for a total value of $84,040.00. Following the completion of the transaction, the insider owned 62,592 shares of the company’s stock, valued at approximately $5,260,231.68. The trade was a 1.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 8,318 shares of company stock worth $704,958. 0.22% of the stock is currently owned by corporate insiders.

More TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Zacks includes TRU among four business‑services firms “poised to beat estimates” this earnings season, highlighting momentum that could support upside if results beat. 4 Business Services Firms Poised to Beat Estimates This Earnings Season
• Positive Sentiment: Zacks also flags TRU as a top-ranked value stock by its Style Scores, which can attract investors who screen for combined value/growth characteristics. TransUnion (TRU) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: Autonomous Research raised its FY2026 outlook (forecasting $4.32 EPS), implying upside to consensus over the next fiscal year — a positive catalyst if management guidance or results track above Street expectations. Q1 Earnings Forecast for TransUnion Issued By Autonomous Res
• Positive Sentiment: Analysts’ consensus still skews constructive: the average recommendation is around “Moderate Buy,” which can support demand if sentiment improves. TransUnion (NYSE:TRU) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Market commentary is examining valuation after recent weakness — investors should review relative valuation vs. peers to judge whether the pullback is an entry opportunity or a sign of re‑rating. TransUnion (TRU) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Autonomous’s near‑term line items include Q4‑2025 at $0.94 and Q3‑2026 at $1.10 — mixed timing of the beats could lead to volatility around quarterly prints. MarketBeat TRU Coverage
• Negative Sentiment: Autonomous’s FY2025 estimate (~$3.78) sits below the current consensus (~$3.99), creating execution risk if shorter‑term results miss — and the stock is trading below its 50‑ and 200‑day averages, which can amplify downside during weaker prints or cautious guidance.

TransUnion Stock Performance

Shares of NYSE TRU opened at $79.04 on Friday. The company has a 50-day simple moving average of $84.60 and a 200-day simple moving average of $85.75. The company has a debt-to-equity ratio of 1.10, a current ratio of 2.01 and a quick ratio of 2.01. The company has a market cap of $15.35 billion, a PE ratio of 36.93, a price-to-earnings-growth ratio of 1.52 and a beta of 1.72. TransUnion has a 12 month low of $66.38 and a 12 month high of $101.19.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 8th. Stockholders of record on Friday, November 21st were given a dividend of $0.115 per share. The ex-dividend date of this dividend was Friday, November 21st. This represents a $0.46 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is presently 21.50%.

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.