SG Americas Securities LLC Acquires 8,270 Shares of TransUnion $TRU

SG Americas Securities LLC grew its stake in shares of TransUnion (NYSE:TRU) by 20.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 49,345 shares of the business services provider’s stock after acquiring an additional 8,270 shares during the period. SG Americas Securities LLC’s holdings in TransUnion were worth $4,231,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Board of the Pension Protection Fund bought a new stake in shares of TransUnion during the 4th quarter valued at $26,000. Geneos Wealth Management Inc. boosted its stake in TransUnion by 1,318.2% in the 1st 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 during the period. True Wealth Design LLC grew its holdings in TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after buying an additional 245 shares in the last quarter. Elevation Point Wealth Partners LLC bought a new stake in shares of TransUnion during the second quarter valued at about $34,000. Finally, Measured Wealth Private Client Group LLC bought a new stake in shares of TransUnion during the third quarter valued at about $36,000.

TransUnion Stock Down 0.5%

Shares of NYSE TRU opened at $68.87 on Thursday. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08. The firm has a market capitalization of $13.29 billion, a price-to-earnings ratio of 29.69, a PEG ratio of 1.26 and a beta of 1.71. The business has a 50-day moving average of $74.23 and a 200-day moving average of $80.20.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share 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 business had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same period last year, the firm posted $0.97 earnings per share. TransUnion’s quarterly revenue was up 13.0% on a year-over-year basis. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Sell-side analysts expect that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were given a dividend of $0.125 per share. This is an increase from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date was Thursday, February 26th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s dividend payout ratio is 21.55%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on TRU shares. Wall Street Zen upgraded shares of TransUnion from a “hold” rating to a “buy” rating in a research report on Saturday, March 14th. Wells Fargo & Company decreased their target price on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Morgan Stanley lowered their target price on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $94.54.

Insider Activity at TransUnion

In other news, EVP Heather J. 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 sale, the executive vice president directly owned 41,063 shares of the company’s stock, valued at approximately $3,177,044.31. The trade was a 9.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Jennifer A. Williams sold 1,679 shares of the company’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total transaction of $134,320.00. Following the completion of the transaction, the chief accounting officer owned 7,219 shares of the company’s stock, valued at $577,520. This trade represents a 18.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 7,746 shares of company stock valued at $616,944. 0.22% of the stock is currently owned by insiders.

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.