TransUnion $TRU Shares Sold by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. trimmed its holdings in TransUnion (NYSE:TRU) by 41.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,175 shares of the business services provider’s stock after selling 9,325 shares during the quarter. Jefferies Financial Group Inc.’s holdings in TransUnion were worth $1,130,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Eagle Bay Advisors LLC acquired a new position in TransUnion in the fourth quarter valued at $25,000. Board of the Pension Protection Fund acquired a new position in TransUnion in the fourth quarter valued at $26,000. Geneos Wealth Management Inc. boosted its stake in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares in the last quarter. True Wealth Design LLC boosted its stake in TransUnion by 200.8% in the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after acquiring an additional 245 shares in the last quarter. Finally, Cornerstone Planning Group LLC boosted its stake in TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after acquiring an additional 220 shares in the last quarter.

Insider Buying and Selling at TransUnion

In other news, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $71.93, for a total transaction of $359,650.00. Following the completion of the sale, the insider owned 84,711 shares in the company, valued at approximately $6,093,262.23. This represents a 5.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 1,983 shares of the stock in a transaction dated Tuesday, April 21st. The stock was sold at an average price of $80.00, for a total transaction of $158,640.00. Following the transaction, the executive vice president directly owned 39,080 shares of the company’s stock, valued at $3,126,400. This represents a 4.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 18,729 shares of company stock worth $1,387,839 over the last three months. 0.37% of the stock is currently owned by corporate insiders.

TransUnion Price Performance

Shares of TRU opened at $71.62 on Friday. TransUnion has a fifty-two week low of $64.51 and a fifty-two week high of $99.39. The company has a market capitalization of $13.81 billion, a price-to-earnings ratio of 19.84, a price-to-earnings-growth ratio of 1.25 and a beta of 1.57. The firm has a 50-day simple moving average of $70.57 and a 200-day simple moving average of $77.07. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

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

TransUnion Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th will be paid a dividend of $0.125 per share. The ex-dividend date is Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s dividend payout ratio is 13.85%.

Wall Street Analyst Weigh In

TRU has been the subject of several research analyst reports. Needham & Company LLC restated a “buy” rating and issued a $95.00 price objective on shares of TransUnion in a research note on Wednesday, April 29th. Morgan Stanley decreased their price objective on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. The Goldman Sachs Group decreased their price objective on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. New Street Research set a $100.00 price objective on shares of TransUnion in a research note on Wednesday, March 11th. Finally, Wells Fargo & Company decreased their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, TransUnion has an average rating of “Moderate Buy” and an average price target of $91.27.

TransUnion Company 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.