TransUnion $TRU Shares Purchased by Threadgill Financial LLC

Threadgill Financial LLC raised its position in shares of TransUnion (NYSE:TRU) by 58.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 63,334 shares of the business services provider’s stock after purchasing an additional 23,343 shares during the quarter. TransUnion comprises 2.3% of Threadgill Financial LLC’s portfolio, making the stock its 12th largest holding. Threadgill Financial LLC’s holdings in TransUnion were worth $5,431,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Allianz Asset Management GmbH raised its position in TransUnion by 202.1% in the third quarter. Allianz Asset Management GmbH now owns 163,911 shares of the business services provider’s stock worth $13,732,000 after acquiring an additional 109,662 shares in the last quarter. Principal Financial Group Inc. lifted its position in shares of TransUnion by 5,046.6% in the 3rd quarter. Principal Financial Group Inc. now owns 432,881 shares of the business services provider’s stock valued at $36,267,000 after acquiring an additional 424,470 shares in the last quarter. Oregon Public Employees Retirement Fund acquired a new position in TransUnion in the 3rd quarter worth approximately $3,284,000. Diamond Hill Capital Management Inc. grew its position in TransUnion by 7.8% during the 3rd quarter. Diamond Hill Capital Management Inc. now owns 341,943 shares of the business services provider’s stock worth $28,648,000 after purchasing an additional 24,641 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC raised its stake in TransUnion by 3.2% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 454,347 shares of the business services provider’s stock valued at $37,375,000 after purchasing an additional 13,952 shares during the period.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on TRU shares. Wells Fargo & Company reduced their target price on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. Morgan Stanley decreased their price objective on TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $111.00 target price on shares of TransUnion in a report on Friday, February 13th. Robert W. Baird set a $107.00 price target on shares of TransUnion in a report on Friday, February 13th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and an average target price of $94.54.

TransUnion Stock Down 1.5%

TRU stock opened at $70.67 on Monday. 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 company has a market cap of $13.61 billion, a PE ratio of 30.46, a price-to-earnings-growth ratio of 1.29 and a beta of 1.70. The business’s 50-day simple moving average is $76.85 and its 200 day simple moving average is $81.43.

TransUnion (NYSE:TRU) last issued its earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.13 billion. During the same period last year, the business earned $0.97 earnings per share. 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. On average, research analysts anticipate that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were issued a dividend of $0.125 per share. The ex-dividend date of this dividend was Thursday, February 26th. This is a boost 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 dividend payout ratio (DPR) is 21.55%.

Insider Activity

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the transaction, the insider directly owned 61,592 shares in the company, valued at $5,279,050.32. The trade was a 1.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Heather J. Russell sold 4,067 shares of the firm’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 transaction of $314,663.79. Following the sale, the executive vice president directly owned 41,063 shares of the company’s stock, valued at approximately $3,177,044.31. The trade was a 9.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 7,746 shares of company stock worth $616,944 over the last 90 days. 0.25% of the stock is currently owned by company insiders.

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.