TransUnion $TRU Shares Acquired by Ninety One North America Inc.

Ninety One North America Inc. lifted its holdings in shares of TransUnion (NYSE:TRU) by 15.9% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 61,072 shares of the business services provider’s stock after buying an additional 8,370 shares during the period. Ninety One North America Inc.’s holdings in TransUnion were worth $3,733,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the business. Northwestern Mutual Wealth Management Co. raised its holdings in shares of TransUnion by 12.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,187 shares of the business services provider’s stock valued at $86,000 after buying an additional 132 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its position in TransUnion by 14.7% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock worth $82,000 after buying an additional 152 shares in the last quarter. Raiffeisen Bank International AG grew its holdings in TransUnion by 2.0% during the 2nd quarter. Raiffeisen Bank International AG now owns 9,468 shares of the business services provider’s stock worth $680,000 after acquiring an additional 187 shares during the last quarter. Applied Finance Capital Management LLC grew its holdings in TransUnion by 4.7% during the 1st quarter. Applied Finance Capital Management LLC now owns 4,576 shares of the business services provider’s stock worth $317,000 after acquiring an additional 204 shares during the last quarter. Finally, Parallel Advisors LLC increased its position in TransUnion by 26.7% in the 1st quarter. Parallel Advisors LLC now owns 1,050 shares of the business services provider’s stock valued at $73,000 after acquiring an additional 221 shares in the last quarter.

Wall Street Analysts Forecast Growth

TRU has been the subject of a number of research analyst reports. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, October 3rd. Griffin Securities set a $98.00 price target on shares of TransUnion in a research note on Wednesday, July 29th. UBS Group decreased their price target on shares of TransUnion from $82.00 to $80.00 and set a “neutral” rating on the stock in a research note on Thursday, September 24th. The Goldman Sachs Group lowered their price target on shares of TransUnion from $77.00 to $68.00 and set a “neutral” rating for the company in a report on Friday, October 2nd. Finally, Barclays dropped their price objective on shares of TransUnion from $85.00 to $70.00 and set an “equal weight” rating for the company in a research report on Friday, October 2nd. Nine research 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 stock currently has an average rating of “Moderate Buy” and a consensus price target of $91.13.

TransUnion Trading Up 8.5%

Shares of NYSE TRU traded up $5.72 during mid-day trading on Thursday, hitting $72.66. The company’s stock had a trading volume of 1,476,198 shares, compared to its average volume of 2,498,920. The stock has a market cap of $13.92 billion, a price-to-earnings ratio of 19.16, a price-to-earnings-growth ratio of 1.15 and a beta of 1.58. 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 has a one year low of $60.96 and a one year high of $89.12. The company’s fifty day simple moving average is $75.33 and its 200-day simple moving average is $73.35.

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

TransUnion Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Thursday, August 20th were paid a $0.1250 dividend. The ex-dividend date of this dividend was Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is presently 13.19%.

Insider Activity

In other TransUnion news, EVP Venkat Achanta sold 23,287 shares of TransUnion stock in a transaction on Thursday, September 10th. The shares were sold at an average price of $77.00, for a total transaction of $1,793,099.00. Following the completion of the sale, the executive vice president owned 196,912 shares of the company’s stock, valued at approximately $15,162,224. The trade was a 10.58% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Jennifer Williams sold 1,070 shares of the company’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $84.57, for a total transaction of $90,489.90. Following the sale, the chief accounting officer owned 4,327 shares of the company’s stock, valued at $365,934.39. The trade was a 19.83% decrease in their position. 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 ninety days, insiders have sold 62,975 shares of company stock worth $5,062,870. Corporate insiders own 0.37% of the company’s stock.

TransUnion Profile

TransUnion (NYSE: TRU) is a global information and insights company that helps businesses and consumers make more informed decisions about credit, risk, identity and financial opportunity. The company collects, analyzes and delivers data through technology platforms, analytics and decision-support tools.

Its products and services include consumer credit reporting, credit-risk assessment, fraud detection, identity verification, marketing and audience insights, debt recovery solutions, and investigative services.