Rhumbline Advisers Purchases 318,593 Shares of TransUnion $TRU

Rhumbline Advisers boosted its position in shares of TransUnion (NYSE:TRU) by 145.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 537,014 shares of the business services provider’s stock after purchasing an additional 318,593 shares during the quarter. Rhumbline Advisers owned about 0.28% of TransUnion worth $44,991,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in TRU. Royal Bank of Canada grew its position in shares of TransUnion by 85.3% during the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after buying an additional 34,867 shares during the period. 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 during the last quarter. Callan Family Office LLC bought a new position in TransUnion in the second quarter valued at approximately $308,000. Blue Trust Inc. grew its holdings in TransUnion by 27.2% during the 2nd quarter. Blue Trust Inc. now owns 1,492 shares of the business services provider’s stock worth $131,000 after acquiring an additional 319 shares during the period. Finally, Johnson Investment Counsel Inc. bought a new stake in shares of TransUnion during the 2nd quarter valued at $218,000.

Analysts Set New Price Targets

TRU has been the topic of several recent research reports. UBS Group set a $90.00 price target on TransUnion and gave the stock a “neutral” rating in a research report on Friday, October 24th. Morgan Stanley set a $105.00 target price on TransUnion in a research note on Friday. JPMorgan Chase & Co. reduced their target price on TransUnion from $118.00 to $107.00 and set an “overweight” rating on the stock in a report on Friday, October 24th. BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. Finally, Wells Fargo & Company cut their price target on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $95.00.

Insider Buying and Selling

In other TransUnion news, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total transaction of $371,348.00. Following the completion of the transaction, the executive vice president owned 50,427 shares of the company’s stock, valued at $4,336,722. This represents a 7.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Steven M. Chaouki sold 1,000 shares of TransUnion stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total transaction of $85,710.00. Following the completion of the sale, the insider owned 61,592 shares in the company, valued at $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 7,818 shares of company stock worth $663,883. 0.22% of the stock is owned by corporate insiders.

TransUnion News Summary

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: Q4 results beat Street estimates: revenue and adjusted EPS topped consensus and full‑year revenue and EPS guidance for FY2026 were reiterated/raised, supporting the view that core credit/analytics demand remains healthy. TransUnion Announces Strong Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Management issued Q1 and FY2026 guidance that was modestly above consensus (Q1 EPS 1.08–1.10; FY EPS 4.63–4.71), which reduces short‑term execution risk and supports near‑term earnings visibility. TransUnion earnings summary & guidance (MarketBeat)
• Positive Sentiment: Dividend increase: TransUnion raised the quarterly payout to $0.125 (≈8.7% raise), signaling confidence in cash generation and returning modest income to shareholders. (Company release / earnings materials)
• Positive Sentiment: Product expansion: management emphasized rent‑data and other product initiatives to broaden credit reporting and non‑credit revenue opportunities — a potential multi‑year growth lever. TransUnion rent data push tests new credit reporting opportunities
• Neutral Sentiment: Earnings materials and call transcripts are available for investors to parse segment trends (U.S. consumer, risk solutions, international) and margin commentary; useful for modeling but informational. TransUnion Q4 2025 earnings call transcript (Seeking Alpha)
• Neutral Sentiment: Deep‑dive coverage frames the print as a mix of solid execution and a deliberately conservative FY2026 outlook — helpful context but not a direct driver. TRU Q4 Deep Dive: U.S. Growth, Product Expansion, and Conservative 2026 Outlook
• Negative Sentiment: Analysts trimmed forecasts and cut price targets after the report; while ratings largely remain Buy/Overweight, lower targets from firms such as Stifel, Wells Fargo and Needham increase near‑term skepticism and cap upside. TransUnion Analysts Slash Their Forecasts After Q4 Results (Benzinga)
• Negative Sentiment: Specific price‑target cuts: Stifel lowered to $88, Wells Fargo to $90, Needham to $95 — these trims reflect more cautious multi‑year assumptions and temper immediate upside expectations. Benzinga: price target updates Needham price target cut (The Fly)

TransUnion Stock Up 4.3%

TransUnion stock opened at $73.83 on Friday. The company has a 50 day moving average of $82.24 and a 200-day moving average of $84.25. The company has a quick ratio of 2.01, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. TransUnion has a twelve month low of $65.24 and a twelve month high of $101.19. The stock has a market capitalization of $14.34 billion, a PE ratio of 31.83, a price-to-earnings-growth ratio of 1.33 and a beta of 1.70.

TransUnion (NYSE:TRU) last posted its quarterly earnings data 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. The business had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The firm’s revenue was up 13.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.97 EPS. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. On average, equities research analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be given a dividend of $0.125 per share. This is an increase from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 26th. TransUnion’s payout ratio is currently 21.50%.

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.