Teachers Retirement System of The State of Kentucky Purchases New Holdings in TransUnion $TRU

Teachers Retirement System of The State of Kentucky purchased a new position in TransUnion (NYSE:TRU) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 60,000 shares of the business services provider’s stock, valued at approximately $5,027,000.

Other large investors also recently added to or reduced their stakes in the company. Massachusetts Financial Services Co. MA raised its stake in shares of TransUnion by 4.8% during the second quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after acquiring an additional 1,046,391 shares in the last quarter. Vanguard Group Inc. raised its holdings in shares of TransUnion by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after purchasing an additional 517,098 shares in the last quarter. Independent Franchise Partners LLP lifted its holdings in TransUnion by 119.5% during the second quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock worth $408,927,000 after buying an additional 2,530,335 shares during the period. Ninety One UK Ltd lifted its stake in shares of TransUnion by 52.6% during the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock worth $296,284,000 after purchasing an additional 1,219,360 shares during the last quarter. Finally, APG Asset Management N.V. lifted its holdings in shares of TransUnion by 10.3% during the 3rd quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider’s stock valued at $293,621,000 after purchasing an additional 328,541 shares during the last quarter.

Analyst Ratings Changes

Several brokerages recently commented on TRU. 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 report on Friday, February 13th. Stifel Nicolaus reduced their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Barclays dropped their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. Bank of America assumed coverage on TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price objective for the company. Finally, BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $94.92.

TransUnion Price Performance

NYSE:TRU opened at $77.54 on Thursday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 2.01. The company has a 50 day moving average price of $79.88 and a 200-day moving average price of $82.75. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39. The firm has a market cap of $14.93 billion, a price-to-earnings ratio of 33.42, a price-to-earnings-growth ratio of 1.45 and a beta of 1.70.

TransUnion (NYSE:TRU) last issued its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.04. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The business had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. During the same quarter in the prior year, the firm posted $0.97 earnings per share. The company’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. Equities research analysts forecast that TransUnion will post 3.99 EPS for the current year.

TransUnion Increases Dividend

The firm also recently announced 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 a positive change from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date is Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s payout ratio is 21.55%.

Insider Activity at TransUnion

In other TransUnion news, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were 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 directly owned 50,427 shares in the company, valued at approximately $4,336,722. This represents a 7.89% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction of $39,395.00. Following the completion of the sale, the insider owned 31,725 shares in the company, valued at approximately $2,499,612.75. This trade represents a 1.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 6,818 shares of company stock valued at $579,843. 0.22% of the stock is owned by company insiders.

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.