Milford Funds Ltd. Purchases New Position in TransUnion $TRU

Milford Funds Ltd. purchased a new stake in shares of TransUnion (NYSE:TRU) during the fourth quarter, HoldingsChannel.com reports. The firm purchased 469,107 shares of the business services provider’s stock, valued at approximately $40,226,000.

A number of other hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. increased its holdings in TransUnion by 2.8% during the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after purchasing an additional 517,098 shares during the period. State Street Corp increased its holdings in TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after purchasing an additional 2,600,425 shares during the period. Bessemer Group Inc. increased its holdings in TransUnion by 5.8% during the 4th quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock valued at $323,185,000 after purchasing an additional 205,449 shares during the period. Ninety One UK Ltd increased its holdings in TransUnion by 1.9% during the 4th quarter. Ninety One UK Ltd now owns 3,602,070 shares of the business services provider’s stock valued at $308,877,000 after purchasing an additional 65,612 shares during the period. Finally, Geode Capital Management LLC increased its holdings in TransUnion by 0.7% during the 4th quarter. Geode Capital Management LLC now owns 3,520,417 shares of the business services provider’s stock valued at $301,012,000 after purchasing an additional 24,297 shares during the period.

TransUnion Stock Up 0.8%

TRU stock opened at $66.24 on Friday. TransUnion has a fifty-two week low of $64.51 and a fifty-two week high of $99.39. The business’s 50 day moving average price is $70.71 and its two-hundred day moving average price is $76.22. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93. The company has a market capitalization of $12.77 billion, a price-to-earnings ratio of 18.35, a price-to-earnings-growth ratio of 1.16 and a beta of 1.56.

TransUnion (NYSE:TRU) last posted its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The firm had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the prior year, the business earned $1.05 EPS. The business’s revenue for the quarter was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, analysts forecast that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s payout ratio is currently 13.85%.

Insider Transactions at TransUnion

In other news, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the sale, the executive vice president directly owned 45,248 shares of the company’s stock, valued at $3,251,973.76. The trade was a 12.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $70,730.00. Following the completion of the sale, the insider directly owned 65,634 shares in the company, valued at approximately $4,642,292.82. This represents a 1.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 25,666 shares of company stock valued at $1,843,542 in the last ninety days. 0.37% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on TRU shares. Morgan Stanley reduced their price target on TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Robert W. Baird set a $108.00 price target on TransUnion in a report on Wednesday, April 29th. Stifel Nicolaus reduced their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Bank of America reduced their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Finally, New Street Research set a $100.00 target price on TransUnion in a report on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and a consensus price target of $91.27.

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.