Triple Frond Partners LLC Purchases 120,683 Shares of TransUnion $TRU

Triple Frond Partners LLC boosted its position in TransUnion (NYSE:TRU) by 28.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 551,153 shares of the business services provider’s stock after buying an additional 120,683 shares during the quarter. TransUnion makes up about 4.9% of Triple Frond Partners LLC’s holdings, making the stock its 9th biggest position. Triple Frond Partners LLC’s holdings in TransUnion were worth $47,261,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of TRU. Royal Bank of Canada grew its stake in TransUnion by 85.3% in the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after buying an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in TransUnion by 1,318.2% in the 1st 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 last quarter. Invesco Ltd. grew its stake in TransUnion by 4.5% in the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after buying an additional 24,736 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after buying an additional 197 shares during the last quarter. Finally, The Manufacturers Life Insurance Company grew its stake in TransUnion by 2.2% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock valued at $50,690,000 after buying an additional 12,280 shares during the last quarter.

Analysts Set New Price Targets

TRU has been the topic of a number of research analyst reports. New Street Research set a $100.00 target price on shares of TransUnion in a research note on Wednesday, March 11th. JPMorgan Chase & Co. lowered their target price on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Wells Fargo & Company lowered their target price on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research note on Friday, February 13th. Needham & Company LLC reiterated a “buy” rating and issued a $95.00 target price on shares of TransUnion in a research note on Wednesday, April 29th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $111.00 target price on shares of TransUnion in a research note on Friday, February 13th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and an average price target of $91.27.

Insiders Place Their Bets

In other TransUnion news, EVP Heather J. Russell sold 6,683 shares of the firm’s stock in a transaction on Friday, May 29th. The shares were 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 in the company, valued at $3,251,973.76. This trade represents a 12.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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 firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $70,730.00. Following the completion of the sale, the insider owned 65,634 shares in the company, valued at $4,642,292.82. This represents a 1.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 25,666 shares of company stock worth $1,843,542 in the last ninety days. Insiders own 0.37% of the company’s stock.

TransUnion Stock Performance

NYSE TRU opened at $66.24 on Friday. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. The firm has a market capitalization of $12.77 billion, a price-to-earnings ratio of 18.35, a P/E/G ratio of 1.16 and a beta of 1.56. The company’s fifty day moving average is $70.71 and its two-hundred day moving average is $76.22. TransUnion has a 52-week low of $64.51 and a 52-week high of $99.39.

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

TransUnion Dividend Announcement

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

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.