Commerce Bank Buys Shares of 7,705 TransUnion $TRU

Commerce Bank bought a new stake in shares of TransUnion (NYSE:TRU) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 7,705 shares of the business services provider’s stock, valued at approximately $556,000.

Several other large investors also recently modified their holdings of the stock. Royal Bank of Canada raised its holdings in shares of TransUnion by 85.3% in the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares during the period. Geneos Wealth Management Inc. lifted its stake in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after purchasing an additional 290 shares during the last quarter. Invesco Ltd. grew its holdings in TransUnion by 4.5% during the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after purchasing an additional 24,736 shares during the period. EverSource Wealth Advisors LLC grew its holdings in TransUnion by 59.5% during the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares during the period. Finally, The Manufacturers Life Insurance Company increased its position in TransUnion by 2.2% in the second quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock worth $50,690,000 after buying an additional 12,280 shares during the last quarter.

TransUnion Trading Up 0.3%

Shares of TRU stock opened at $84.74 on Friday. The stock has a market capitalization of $16.24 billion, a price-to-earnings ratio of 22.36, a PEG ratio of 1.39 and a beta of 1.53. The company’s fifty day simple moving average is $77.76 and its two-hundred day simple moving average is $73.70. TransUnion has a 1 year low of $63.37 and a 1 year high of $95.50. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The firm had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business’s revenue for the quarter was up 14.9% on a year-over-year basis. During the same period last year, the company earned $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, analysts anticipate that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Thursday, August 20th will be paid a $0.125 dividend. The ex-dividend date is Thursday, August 20th. This represents a $0.50 annualized dividend and a yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Morgan Stanley restated an “overweight” rating and issued a $106.00 target price on shares of TransUnion in a research note on Wednesday, July 29th. UBS Group lifted their price objective on TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a report on Thursday, July 2nd. Wells Fargo & Company boosted their price objective on TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Mizuho dropped their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. Finally, BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Ten research analysts have rated the stock with a Buy rating and six have given 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 price target of $94.38.

Insiders Place Their Bets

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total transaction of $72,640.00. Following the completion of the transaction, the insider owned 64,634 shares of the company’s stock, valued at $4,695,013.76. The trade was a 1.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the company’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the sale, the executive vice president owned 57,182 shares in the company, valued at approximately $4,860,470. This represents a 29.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 52,090 shares of company stock worth $4,134,921 over the last quarter. Insiders own 0.37% 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.