South Dakota Investment Council Reduces Holdings in TransUnion $TRU

South Dakota Investment Council lowered its position in shares of TransUnion (NYSE:TRU) by 62.0% in the first quarter, Holdings Channel reports. The institutional investor owned 11,320 shares of the business services provider’s stock after selling 18,500 shares during the quarter. South Dakota Investment Council’s holdings in TransUnion were worth $783,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Amundi lifted its holdings in TransUnion by 6.3% in the first quarter. Amundi now owns 979,450 shares of the business services provider’s stock valued at $67,768,000 after acquiring an additional 57,636 shares during the last quarter. EverSource Wealth Advisors LLC grew its position in TransUnion by 31.3% in the first quarter. EverSource Wealth Advisors LLC now owns 1,657 shares of the business services provider’s stock worth $115,000 after acquiring an additional 395 shares during the period. Talon Private Wealth LLC acquired a new stake in TransUnion during the first quarter worth $738,000. OMERS ADMINISTRATION Corp raised its position in TransUnion by 1.4% in the first quarter. OMERS ADMINISTRATION Corp now owns 142,539 shares of the business services provider’s stock valued at $9,862,000 after purchasing an additional 2,020 shares during the period. Finally, Lombard Odier Asset Management Switzerland SA purchased a new stake in TransUnion in the first quarter valued at $325,000.

TransUnion Trading Down 2.1%

NYSE:TRU opened at $78.57 on Friday. The firm has a market cap of $15.05 billion, a PE ratio of 20.73, a price-to-earnings-growth ratio of 1.35 and a beta of 1.55. The stock has a fifty day moving average price of $73.08 and a 200 day moving average price of $73.61. TransUnion has a 12-month low of $63.37 and a 12-month high of $97.42. The company has a current ratio of 1.90, a quick ratio of 1.93 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping the consensus estimate of $1.16 by $0.07. The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.TransUnion’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period in the previous year, the firm posted $1.08 EPS. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts anticipate that TransUnion will post 4.14 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company 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 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Wednesday, May 27th. TransUnion’s dividend payout ratio is presently 13.19%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on TRU. Mizuho lowered their price target on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a report on Thursday, July 2nd. Stifel Nicolaus boosted their price objective on shares of TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday. Wells Fargo & Company upped their target price on shares of TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a research report on Wednesday. UBS Group increased their target price on shares of TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a research note on Thursday, July 2nd. Finally, The Goldman Sachs Group reiterated a “neutral” rating and set a $82.00 price target on shares of TransUnion in a research report on Tuesday. Ten equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $94.38.

Insider Transactions at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $72,640.00. Following the completion of the transaction, the insider owned 64,634 shares in the company, valued at $4,695,013.76. The trade was a 1.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 10,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the sale, the insider directly owned 89,906 shares in the company, valued at approximately $6,530,771.84. This represents a 10.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 48,150 shares of company stock valued at $3,778,562 over the last quarter. 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.