Hsbc Holdings PLC Reduces Stake in TransUnion $TRU

Hsbc Holdings PLC cut its stake in TransUnion (NYSE:TRU) by 6.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 100,713 shares of the business services provider’s stock after selling 7,137 shares during the quarter. Hsbc Holdings PLC’s holdings in TransUnion were worth $8,650,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Eagle Bay Advisors LLC acquired a new stake in TransUnion during the fourth quarter worth about $25,000. Board of the Pension Protection Fund acquired a new position in TransUnion in the 4th quarter valued at about $26,000. Geneos Wealth Management Inc. grew 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 buying an additional 290 shares during the period. True Wealth Design LLC grew its stake in shares of TransUnion by 200.8% in 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 during the period. Finally, Cornerstone Planning Group LLC increased its holdings in shares of TransUnion by 130.2% during the 4th 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 Price Performance

TRU opened at $76.67 on Thursday. The stock’s 50-day moving average price is $70.12 and its 200 day moving average price is $74.49. TransUnion has a 12-month low of $63.37 and a 12-month high of $99.39. The firm has a market cap of $14.78 billion, a price-to-earnings ratio of 21.24, a PEG ratio of 1.41 and a beta of 1.55. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued its quarterly earnings results 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 company had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The business’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 firm earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, sell-side analysts expect that TransUnion will post 4.14 earnings per share for the current year.

TransUnion Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio is presently 13.85%.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. JPMorgan Chase & Co. reduced their price target on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 29th. Bank of America cut their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. Robert W. Baird set a $108.00 target price on TransUnion in a research report on Wednesday, April 29th. UBS Group upped their price target on TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research note on Thursday, July 2nd. Finally, Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $91.60.

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 6,683 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the completion of the transaction, the executive vice president owned 45,248 shares of the company’s stock, valued at $3,251,973.76. This trade represents a 12.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the business’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total transaction of $77,760.00. Following the completion of the transaction, the chief accounting officer owned 5,843 shares of the company’s stock, valued at approximately $467,440. This trade represents a 14.26% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 32,138 shares of company stock valued at $2,335,742 in the last quarter. Corporate insiders own 0.37% of the company’s stock.

About TransUnion

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.