TransUnion (NYSE:TRU) EVP Heather Russell Sells 4,067 Shares of Stock

TransUnion (NYSE:TRU) EVP Heather Russell sold 4,067 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $77.37, for a total value of $314,663.79. Following the sale, the executive vice president owned 41,063 shares of the company’s stock, valued at approximately $3,177,044.31. This represents a 9.01% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

TransUnion Price Performance

Shares of NYSE:TRU opened at $76.06 on Tuesday. The stock’s 50 day moving average is $79.29 and its 200-day moving average is $82.50. TransUnion has a twelve month low of $65.24 and a twelve month high of $99.39. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The firm has a market capitalization of $14.65 billion, a price-to-earnings ratio of 32.79, a PEG ratio of 1.42 and a beta of 1.70.

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

TransUnion Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be given a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is 21.55%.

Institutional Investors Weigh In On TransUnion

Several institutional investors have recently added to or reduced their stakes in TRU. Dodge & Cox purchased a new position in shares of TransUnion in the fourth quarter worth about $843,952,000. Independent Franchise Partners LLP lifted its stake in shares of TransUnion by 99.7% during the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after buying an additional 4,561,619 shares in the last quarter. State Street Corp lifted its stake in shares of TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after buying an additional 2,600,425 shares in the last quarter. Invesco Ltd. boosted its holdings in TransUnion by 355.9% in the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock worth $220,993,000 after buying an additional 2,059,177 shares during the period. Finally, Norges Bank bought a new position in TransUnion in the 2nd quarter worth approximately $150,333,000.

Analysts Set New Price Targets

Several brokerages have recently commented on TRU. Barclays lowered their price objective on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, February 13th. Bank of America started coverage on TransUnion in a research report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price on the stock. Stifel Nicolaus lowered their price target on TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $111.00 price objective on shares of TransUnion in a research note on Friday, February 13th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and an average target price of $94.92.

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.