Moore Capital Management LP Buys New Holdings in TransUnion $TRU

Moore Capital Management LP acquired a new stake in TransUnion (NYSE:TRU) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 37,457 shares of the business services provider’s stock, valued at approximately $2,702,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Mirabaud Asset Management Ltd raised its position in shares of TransUnion by 49.3% during the fourth quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock worth $7,221,000 after acquiring an additional 25,381 shares during the last quarter. Financiere des Professionnels Fonds d investissement inc. boosted its stake in TransUnion by 18.6% in the fourth quarter. Financiere des Professionnels Fonds d investissement inc. now owns 292,452 shares of the business services provider’s stock valued at $25,078,000 after acquiring an additional 45,840 shares during the last quarter. BNP Paribas Financial Markets grew its holdings in TransUnion by 280.6% during the 4th quarter. BNP Paribas Financial Markets now owns 269,550 shares of the business services provider’s stock worth $23,114,000 after acquiring an additional 198,726 shares during the period. PBCay One RSC Ltd bought a new stake in shares of TransUnion during the 4th quarter valued at $52,131,000. Finally, Norges Bank bought a new position in shares of TransUnion in the 4th quarter worth $89,069,000.

Insider Transactions at TransUnion

In other news, insider Steven M. Chaouki sold 10,000 shares of the business’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $726,400.00. Following the sale, the insider directly owned 89,906 shares in the company, valued at $6,530,771.84. The trade was a 10.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $80.00, for a total value of $77,760.00. Following the transaction, the chief accounting officer directly owned 5,843 shares of the company’s stock, valued at $467,440. This represents a 14.26% 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. In the last 90 days, insiders sold 46,090 shares of company stock worth $3,710,541. Company insiders own 0.37% of the company’s stock.

TransUnion Price Performance

NYSE TRU opened at $85.06 on Tuesday. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. The stock has a market cap of $16.30 billion, a price-to-earnings ratio of 22.44, a PEG ratio of 1.41 and a beta of 1.53. The business has a 50 day simple moving average of $78.59 and a 200 day simple moving average of $73.85. TransUnion has a 52-week low of $63.37 and a 52-week high of $95.50.

TransUnion (NYSE:TRU) last announced its quarterly earnings results 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. The firm had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business’s revenue was up 14.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $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. Analysts anticipate that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages have issued reports on TRU. BMO Capital Markets raised their target price on TransUnion from $85.00 to $98.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. UBS Group lifted their price objective on shares of TransUnion from $72.00 to $77.00 and gave the stock a “neutral” rating in a research note on Thursday, July 2nd. Needham & Company LLC boosted their price objective on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Bank of America lowered their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. Finally, Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $94.38.

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.