Insider Selling: TransUnion (NYSE:TRU) EVP Sells $314,663.79 in Stock

TransUnion (NYSE:TRU) EVP Heather Russell sold 4,067 shares of TransUnion stock in a transaction on Friday, March 6th. The shares were sold at an average price of $77.37, for a total transaction of $314,663.79. Following the completion of the transaction, the executive vice president owned 41,063 shares in the company, valued at approximately $3,177,044.31. This represents a 9.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link.

TransUnion Stock Performance

Shares of NYSE:TRU traded down $1.32 during trading on Monday, reaching $76.06. The company had a trading volume of 2,508,169 shares, compared to its average volume of 2,846,499. The firm has a market capitalization of $14.65 billion, a price-to-earnings ratio of 32.79, a price-to-earnings-growth ratio of 1.42 and a beta of 1.70. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The stock’s fifty day moving average price is $79.51 and its 200 day moving average price is $82.57.

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

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be paid a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 26th. This is an increase from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is 21.55%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Needham & Company LLC lowered their price target on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a report on Friday, February 13th. BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a report on Friday, January 23rd. Barclays dropped their price objective on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, February 13th. Finally, Bank of America started coverage on shares of TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and an average price target of $94.92.

Institutional Investors Weigh In On TransUnion

A number of large investors have recently made changes to their positions in TRU. Eagle Bay Advisors LLC purchased a new position in shares of TransUnion during the 4th quarter valued at $25,000. Board of the Pension Protection Fund bought a new stake in TransUnion in the fourth quarter worth approximately $26,000. Geneos Wealth Management Inc. lifted its stake 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 purchasing an additional 290 shares during the last quarter. True Wealth Design LLC boosted its holdings in TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after purchasing an additional 245 shares in the last quarter. Finally, Cornerstone Planning Group LLC increased its position 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 buying an additional 220 shares during the last quarter.

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.