New Mexico Educational Retirement Board Takes Position in TransUnion $TRU

New Mexico Educational Retirement Board purchased a new position in TransUnion (NYSE:TRU) in the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 39,700 shares of the business services provider’s stock, valued at approximately $3,326,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of TRU. Geneos Wealth Management Inc. increased its holdings in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after buying an additional 290 shares during the period. Elevation Point Wealth Partners LLC purchased a new stake in TransUnion during the second quarter worth $34,000. MAI Capital Management boosted its position in TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock valued at $35,000 after acquiring an additional 310 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new position in shares of TransUnion in the 3rd quarter valued at $36,000. Finally, Clearstead Advisors LLC increased its holdings in shares of TransUnion by 189.6% in the 3rd quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock valued at $42,000 after acquiring an additional 328 shares during the period.

Insider Activity at TransUnion

In other news, EVP Heather J. Russell sold 4,067 shares of the company’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $77.37, for a total transaction of $314,663.79. Following the transaction, the executive vice president owned 41,063 shares in the company, valued at $3,177,044.31. This represents a 9.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CAO Jennifer A. Williams sold 1,679 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the completion of the transaction, the chief accounting officer directly owned 7,219 shares of the company’s stock, valued at $577,520. The trade was a 18.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 7,746 shares of company stock worth $616,944. 0.22% of the stock is owned by insiders.

TransUnion Stock Performance

Shares of TRU opened at $71.68 on Friday. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 1.08. The firm has a market cap of $13.81 billion, a PE ratio of 30.90, a P/E/G ratio of 1.34 and a beta of 1.70. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The stock has a fifty day moving average price of $77.20 and a 200-day moving average price of $81.62.

TransUnion (NYSE:TRU) last announced its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.13 billion. During the same period in the previous year, the business earned $0.97 EPS. The firm’s revenue for the quarter was up 13.0% on a year-over-year basis. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Equities research analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were paid a dividend of $0.125 per share. The ex-dividend date was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. TransUnion’s payout ratio is presently 21.55%.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on TRU. Barclays decreased their price objective on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, February 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Bank of America began coverage on shares of TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 target price for the company. Robert W. Baird set a $107.00 price target on shares of TransUnion in a research report on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.54.

TransUnion 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.