TransUnion $TRU Shares Bought by Xponance Inc.

Xponance Inc. lifted its position in shares of TransUnion (NYSE:TRU) by 60.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 35,718 shares of the business services provider’s stock after buying an additional 13,468 shares during the period. Xponance Inc.’s holdings in TransUnion were worth $2,992,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the business. Royal Bank of Canada raised its position in TransUnion by 85.3% in the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after purchasing an additional 34,867 shares during the period. Geneos Wealth Management Inc. increased its position in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the last quarter. Teacher Retirement System of Texas raised its stake in shares of TransUnion by 4.0% in the 2nd quarter. Teacher Retirement System of Texas now owns 29,630 shares of the business services provider’s stock valued at $2,607,000 after purchasing an additional 1,142 shares in the last quarter. World Investment Advisors bought a new position in shares of TransUnion during the second quarter worth about $231,000. Finally, Atria Investments Inc grew its stake in TransUnion by 4.2% in the second quarter. Atria Investments Inc now owns 9,305 shares of the business services provider’s stock worth $819,000 after purchasing an additional 373 shares in the last quarter.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 1,000 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the sale, the insider directly owned 61,592 shares in the company, valued at approximately $5,279,050.32. The trade was a 1.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Todd C. Skinner sold 500 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the transaction, the insider owned 31,725 shares in the company, valued at $2,499,612.75. This represents a 1.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 6,818 shares of company stock valued at $579,843. Company insiders own 0.25% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on TRU. Robert W. Baird set a $107.00 price objective on TransUnion in a research note on Friday, February 13th. The Goldman Sachs Group dropped their price target on TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Bank of America assumed coverage on shares of TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective for the company. Wells Fargo & Company dropped their target price on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed 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 given a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $94.92.

TransUnion Trading Down 0.3%

Shares of NYSE:TRU opened at $78.32 on Tuesday. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The company’s 50-day moving average price is $80.21 and its 200 day moving average price is $82.86. The company has a market cap of $15.21 billion, a PE ratio of 33.76, a P/E/G ratio of 1.44 and a beta of 1.70. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39.

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

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be given a $0.125 dividend. The ex-dividend date is Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. This is a boost from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is currently 21.55%.

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.