ICICI Prudential Asset Management Co Ltd Grows Stock Holdings in TransUnion $TRU

ICICI Prudential Asset Management Co Ltd increased its stake in shares of TransUnion (NYSE:TRU) by 10.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 92,791 shares of the business services provider’s stock after purchasing an additional 9,000 shares during the period. ICICI Prudential Asset Management Co Ltd’s holdings in TransUnion were worth $7,957,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in TRU. Eagle Bay Advisors LLC purchased a new position in shares of TransUnion during the fourth quarter valued at approximately $25,000. Board of the Pension Protection Fund purchased a new stake in TransUnion during the fourth quarter valued at approximately $26,000. Geneos Wealth Management Inc. increased its holdings in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after buying an additional 290 shares during the last quarter. True Wealth Design LLC increased its holdings in TransUnion by 200.8% during the fourth 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 during the last quarter. Finally, Cornerstone Planning Group LLC increased its holdings in TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares during the last quarter.

TransUnion Stock Performance

Shares of NYSE TRU opened at $65.63 on Friday. The firm has a fifty day moving average price of $70.76 and a 200-day moving average price of $76.29. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. The stock has a market cap of $12.65 billion, a PE ratio of 18.18, a price-to-earnings-growth ratio of 1.20 and a beta of 1.56. TransUnion has a 1 year low of $64.51 and a 1 year high of $99.39.

TransUnion (NYSE:TRU) last announced its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.11 by $0.07. The firm had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The company’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period in the prior year, the company posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities analysts anticipate that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were given a dividend of $0.125 per share. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.8%. TransUnion’s dividend payout ratio is currently 13.85%.

Insider Buying and Selling

In related news, insider Steven M. Chaouki sold 5,000 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the completion of the transaction, the insider owned 89,711 shares in the company, valued at approximately $6,279,770. This represents a 5.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $70,730.00. Following the transaction, the insider owned 65,634 shares of the company’s stock, valued at approximately $4,642,292.82. This represents a 1.50% 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. Over the last quarter, insiders sold 25,666 shares of company stock worth $1,843,542. 0.37% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of brokerages have commented on TRU. Morgan Stanley reduced their target price on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a report on Wednesday, March 11th. Barclays reduced their target price on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a report on Friday, February 13th. Wells Fargo & Company reduced their target price on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $111.00 target price on shares of TransUnion in a report on Friday, February 13th. Finally, New Street Research set a $100.00 target price on shares of TransUnion in a report on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $91.27.

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.