WINTON GROUP Ltd Makes New Investment in TransUnion $TRU

WINTON GROUP Ltd purchased a new stake in TransUnion (NYSE:TRU) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 111,118 shares of the business services provider’s stock, valued at approximately $9,309,000. WINTON GROUP Ltd owned approximately 0.06% of TransUnion as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Geneos Wealth Management Inc. grew its holdings 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 worth $26,000 after acquiring an additional 290 shares during the last quarter. Elevation Point Wealth Partners LLC purchased a new stake in shares of TransUnion during the second quarter valued at $34,000. MAI Capital Management boosted its position in shares of TransUnion by 333.3% in the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after purchasing an additional 310 shares during the period. Clearstead Advisors LLC increased its stake in TransUnion by 189.6% in the 3rd quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after purchasing an additional 328 shares in the last quarter. Finally, Osterweis Capital Management Inc. purchased a new position in TransUnion in the 2nd quarter worth about $45,000.

TransUnion Price Performance

NYSE TRU opened at $77.37 on Monday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. The firm has a market capitalization of $14.90 billion, a price-to-earnings ratio of 33.35, a price-to-earnings-growth ratio of 1.42 and a beta of 1.70. The company has a 50 day simple moving average of $79.51 and a 200-day simple moving average of $82.57. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same quarter in the prior year, the business earned $0.97 EPS. The company’s revenue for the quarter was up 13.0% compared to the same quarter last year. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Equities research analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be paid a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date of this dividend is Thursday, February 26th. TransUnion’s dividend payout ratio (DPR) is currently 21.55%.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. BMO Capital Markets raised shares of TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Wells Fargo & Company cut their price target on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Morgan Stanley set a $105.00 price objective on shares of TransUnion in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $111.00 target price on shares of TransUnion in a research note on Friday, February 13th. Finally, Needham & Company LLC decreased their target price on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and an average target price of $94.92.

Insider Transactions at TransUnion

In other TransUnion news, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the transaction, the executive vice president directly owned 50,427 shares of the company’s stock, valued at $4,336,722. This represents a 7.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $78.79, for a total value of $39,395.00. Following the sale, the insider directly owned 31,725 shares of the company’s stock, valued at $2,499,612.75. This trade represents a 1.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 8,497 shares of company stock valued at $714,163 in the last three months. 0.25% of the stock is currently owned by insiders.

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.