Susquehanna Fundamental Investments LLC Cuts Stock Holdings in TransUnion $TRU

Susquehanna Fundamental Investments LLC cut its position in TransUnion (NYSE:TRU) by 13.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 222,927 shares of the business services provider’s stock after selling 35,564 shares during the period. Susquehanna Fundamental Investments LLC owned 0.12% of TransUnion worth $16,082,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently made changes to their positions in TRU. Geneos Wealth Management Inc. increased its position 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 worth $26,000 after purchasing an additional 290 shares during the last quarter. Cornerstone Planning Group LLC grew 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 purchasing an additional 220 shares during the period. Measured Wealth Private Client Group LLC acquired a new stake in shares of TransUnion during the 3rd quarter worth about $36,000. Osterweis Capital Management Inc. purchased a new stake in TransUnion in the 2nd quarter valued at about $45,000. Finally, EverSource Wealth Advisors LLC raised its holdings in TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after buying an additional 197 shares during the period.

TransUnion Trading Up 0.0%

Shares of NYSE:TRU opened at $85.68 on Monday. TransUnion has a 52 week low of $63.37 and a 52 week high of $95.50. The company’s 50 day moving average is $78.18 and its two-hundred day moving average is $73.77. The company has a market cap of $16.42 billion, a PE ratio of 22.61, a P/E/G ratio of 1.41 and a beta of 1.53. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07.

TransUnion (NYSE:TRU) last posted its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share 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%.The firm’s revenue was up 14.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Equities analysts predict that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be paid a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Thursday, August 20th. TransUnion’s dividend payout ratio (DPR) is 13.19%.

Insiders Place Their Bets

In other news, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction that occurred 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 sale, the chief accounting officer owned 5,843 shares in the company, valued at $467,440. This represents a 14.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction 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 approximately $4,695,013.76. This trade represents a 1.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 46,090 shares of company stock valued at $3,710,541. 0.37% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on TRU shares. Mizuho lowered their target price on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. The Goldman Sachs Group reissued a “neutral” rating and set a $82.00 price target on shares of TransUnion in a research report on Tuesday, July 28th. Weiss Ratings upgraded shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Bank of America cut their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 19th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $106.00 price target on shares of TransUnion in a research report on Wednesday, July 29th. Ten research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, TransUnion has an average rating of “Moderate Buy” and an average price target of $94.38.

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.