Legal & General Group Plc Acquires Shares of 728,163 TransUnion $TRU

Legal & General Group Plc acquired a new position in shares of TransUnion (NYSE:TRU) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 728,163 shares of the business services provider’s stock, valued at approximately $52,530,000. Legal & General Group Plc owned about 0.38% of TransUnion as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. The Manufacturers Life Insurance Company purchased a new position in shares of TransUnion during the 2nd quarter valued at approximately $34,374,000. Manning & Napier Advisors LLC bought a new stake in shares of TransUnion in the second quarter worth $137,000. Theleme Partners LLP acquired a new stake in TransUnion in the second quarter valued at $170,954,000. Meritage Group LP acquired a new stake in TransUnion in the second quarter valued at $263,751,000. Finally, Cibc World Market Inc. bought a new position in TransUnion during the 2nd quarter valued at $377,000.

Analyst Upgrades and Downgrades

TRU has been the subject of several recent analyst reports. Wall Street Zen raised shares of TransUnion from a “hold” rating to a “buy” rating in a report on Saturday. Stifel Nicolaus upped their target price on shares of TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $82.00 price target on shares of TransUnion in a research report on Tuesday, July 28th. BMO Capital Markets lifted their price target on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Finally, Needham & Company LLC boosted their price objective on TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $94.38.

Insiders Place Their Bets

In related news, EVP Mohamed Abdelsadek sold 23,495 shares of the business’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the completion of the transaction, the executive vice president owned 57,182 shares in the company, valued at $4,860,470. The trade was a 29.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Brooke Zuiker sold 8,673 shares of the company’s stock in a transaction on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the transaction, the executive vice president owned 41,883 shares of the company’s stock, valued at approximately $3,287,396.67. The trade was a 17.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 52,090 shares of company stock worth $4,134,921. 0.37% of the stock is currently owned by insiders.

TransUnion Stock Up 1.2%

Shares of NYSE:TRU opened at $85.68 on Friday. The company’s fifty day moving average is $78.18 and its two-hundred day moving average is $73.78. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. TransUnion has a 1-year low of $63.37 and a 1-year high of $95.50. The stock has a market capitalization of $16.42 billion, a price-to-earnings ratio of 22.61, a price-to-earnings-growth ratio of 1.39 and a beta of 1.53.

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

TransUnion Announces Dividend

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

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.