Theleme Partners LLP Grows Position in TransUnion $TRU

Theleme Partners LLP grew its holdings in TransUnion (NYSE:TRU) by 5.8% during the third quarter, Holdings Channel.com reports. The firm owned 2,230,882 shares of the business services provider’s stock after acquiring an additional 122,525 shares during the quarter. TransUnion accounts for about 11.9% of Theleme Partners LLP’s portfolio, making the stock its 4th biggest position. Theleme Partners LLP’s holdings in TransUnion were worth $186,903,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. UBS Group AG boosted its position in TransUnion by 92.0% during the third quarter. UBS Group AG now owns 1,310,621 shares of the business services provider’s stock valued at $109,804,000 after purchasing an additional 628,045 shares during the last quarter. Quadrant Capital Group LLC boosted its holdings in shares of TransUnion by 34.4% in the 3rd quarter. Quadrant Capital Group LLC now owns 3,541 shares of the business services provider’s stock valued at $297,000 after buying an additional 907 shares during the last quarter. Capital International Sarl boosted its holdings in shares of TransUnion by 2.2% in the 3rd quarter. Capital International Sarl now owns 30,198 shares of the business services provider’s stock valued at $2,530,000 after buying an additional 659 shares during the last quarter. Legal & General Group Plc grew its stake in shares of TransUnion by 3.4% in the third quarter. Legal & General Group Plc now owns 1,201,940 shares of the business services provider’s stock valued at $100,699,000 after buying an additional 39,103 shares in the last quarter. Finally, Fieldview Capital Management LLC acquired a new position in TransUnion during the third quarter worth $986,000.

Insider Activity

In other TransUnion news, CAO Jennifer A. Williams sold 1,679 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the transaction, the chief accounting officer directly owned 7,219 shares of the company’s stock, valued at $577,520. This trade represents a 18.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the transaction, the insider directly owned 61,592 shares in the company, valued at $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 12,064 shares of company stock valued at $988,292. Company insiders own 0.22% of the company’s stock.

TransUnion Stock Down 4.1%

TRU opened at $71.46 on Thursday. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39. The company has a market capitalization of $13.76 billion, a P/E ratio of 30.80, a P/E/G ratio of 1.36 and a beta of 1.70. The stock has a fifty day moving average of $78.76 and a 200-day moving average of $82.30. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping 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 business had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter in the previous year, the company earned $0.97 EPS. The business’s 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. On average, equities analysts expect that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors 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 yield of 0.7%. 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 payout ratio is presently 21.55%.

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. The Goldman Sachs Group dropped their price target on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Wells Fargo & Company lowered their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research note on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. Bank of America started coverage on TransUnion in a research report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price target on the stock. Finally, BMO Capital Markets raised TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. One equities research 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 data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.54.

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.