Bamco Inc. NY Sells 50,000 Shares of TransUnion $TRU

Bamco Inc. NY reduced its position in shares of TransUnion (NYSE:TRU) by 5.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 822,483 shares of the business services provider’s stock after selling 50,000 shares during the period. Bamco Inc. NY owned about 0.42% of TransUnion worth $68,908,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the company. Massachusetts Financial Services Co. MA lifted its stake in TransUnion by 4.8% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after acquiring an additional 1,046,391 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of TransUnion by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after acquiring an additional 517,098 shares in the last quarter. Independent Franchise Partners LLP grew its stake in shares of TransUnion by 119.5% during the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock worth $408,927,000 after acquiring an additional 2,530,335 shares in the last quarter. Ninety One UK Ltd raised its holdings in shares of TransUnion by 52.6% in the third quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock valued at $296,284,000 after purchasing an additional 1,219,360 shares during the last quarter. Finally, APG Asset Management N.V. raised its holdings in shares of TransUnion by 10.3% in the third quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider’s stock valued at $293,621,000 after purchasing an additional 328,541 shares during the last quarter.

TransUnion Stock Performance

Shares of TRU opened at $69.96 on Friday. The company has a market cap of $13.48 billion, a PE ratio of 30.16, a price-to-earnings-growth ratio of 1.28 and a beta of 1.70. The firm has a 50-day moving average of $78.17 and a 200-day moving average of $82.03. TransUnion has a one year low of $65.24 and a one year high of $99.39. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75.

TransUnion (NYSE:TRU) last issued 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. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The company had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same period in the prior year, the firm earned $0.97 EPS. TransUnion’s quarterly revenue 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. As a group, equities analysts forecast that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

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

Wall Street Analyst Weigh In

TRU has been the subject of several recent research reports. Bank of America began coverage on shares of TransUnion in a report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 target price for the company. Needham & Company LLC cut their price target on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Wall Street Zen upgraded shares of TransUnion from a “hold” rating to a “buy” rating in a research note on Saturday. Robert W. Baird set a $107.00 price objective on TransUnion in a report on Friday, February 13th. Finally, Stifel Nicolaus lowered their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, TransUnion presently has an average rating of “Moderate Buy” and a consensus price target of $94.54.

Insider Buying and Selling

In other news, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Friday, January 2nd. The stock was 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 approximately $5,279,050.32. The trade was a 1.60% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Heather J. Russell sold 4,067 shares of the business’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $77.37, for a total value of $314,663.79. Following the transaction, the executive vice president directly owned 41,063 shares in the company, valued at $3,177,044.31. The trade was a 9.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 12,064 shares of company stock valued at $988,292. Insiders own 0.22% of the company’s stock.

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.