WINTON GROUP Ltd Invests $9.31 Million in TransUnion $TRU

WINTON GROUP Ltd purchased a new stake in shares of TransUnion (NYSE:TRU) during the third quarter, Holdings Channel reports. The fund purchased 111,118 shares of the business services provider’s stock, valued at approximately $9,309,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Geneos Wealth Management Inc. boosted its holdings in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new position in TransUnion during the second quarter valued at about $34,000. MAI Capital Management lifted its position in shares of TransUnion by 333.3% in the second quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after buying an additional 310 shares during the last quarter. Clearstead Advisors LLC lifted its position in shares of TransUnion by 189.6% in the third quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after buying an additional 328 shares during the last quarter. Finally, Osterweis Capital Management Inc. bought a new stake in shares of TransUnion during the 2nd quarter worth about $45,000.

Insider Activity at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the sale, the insider directly owned 61,592 shares in the company, valued at $5,279,050.32. This trade represents a 1.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the transaction, the executive vice president owned 50,427 shares in the company, valued at approximately $4,336,722. The trade was a 7.89% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 8,497 shares of company stock worth $714,163. 0.25% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on TRU shares. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Wells Fargo & Company decreased their target price on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Needham & Company LLC dropped their price target on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. The Goldman Sachs Group reduced their price objective on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Finally, Stifel Nicolaus decreased their price objective on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a report on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $94.92.

TransUnion Price Performance

NYSE TRU opened at $77.37 on Monday. The stock has a 50-day simple moving average of $79.51 and a 200 day simple moving average of $82.57. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The stock has a market capitalization of $14.90 billion, a PE ratio of 33.35, a P/E/G ratio of 1.42 and a beta of 1.70. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.04. The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The company’s revenue was up 13.0% on a year-over-year basis. During the same quarter last year, the firm posted $0.97 EPS. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Research analysts anticipate that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be paid a $0.125 dividend. The ex-dividend date is Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio is 21.55%.

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.