Jennifer Williams Sells 1,679 Shares of TransUnion (NYSE:TRU) Stock

TransUnion (NYSE:TRU) CAO Jennifer Williams sold 1,679 shares of the business’s stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total value of $134,320.00. Following the completion of the sale, the chief accounting officer owned 7,219 shares of the company’s stock, valued at approximately $577,520. This trade represents a 18.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website.

TransUnion Stock Performance

Shares of TransUnion stock traded up $1.08 on Thursday, reaching $78.56. The stock had a trading volume of 2,716,891 shares, compared to its average volume of 2,846,721. The business’s 50-day moving average price is $79.88 and its two-hundred day moving average price is $82.75. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The stock has a market cap of $15.13 billion, a P/E ratio of 33.86, a price-to-earnings-growth ratio of 1.45 and a beta of 1.70.

TransUnion (NYSE:TRU) last posted its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.04. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. TransUnion’s revenue was up 13.0% compared to the same quarter last year. During the same period last year, the business posted $0.97 EPS. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, sell-side analysts forecast that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Thursday, February 26th will be issued a $0.125 dividend. This is an increase from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. TransUnion’s payout ratio is 21.55%.

Institutional Investors Weigh In On TransUnion

Several large investors have recently modified their holdings of the stock. Eagle Bay Advisors LLC acquired a new stake in TransUnion during the 4th quarter worth $25,000. Board of the Pension Protection Fund bought a new position in shares of TransUnion in the 4th quarter worth $26,000. Geneos Wealth Management Inc. grew its stake in shares of 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 period. True Wealth Design LLC increased its holdings in TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 245 shares during the last quarter. Finally, Cornerstone Planning Group LLC lifted its stake in TransUnion by 130.2% in 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 period.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on TRU. Barclays cut their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a report on Friday, February 13th. Bank of America began coverage on shares of TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price for the company. Stifel Nicolaus decreased their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Wells Fargo & Company cut their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $94.92.

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.