Fieldview Capital Management LLC Takes $986,000 Position in TransUnion $TRU

Fieldview Capital Management LLC acquired a new stake in shares of TransUnion (NYSE:TRU) during the third quarter, HoldingsChannel reports. The institutional investor acquired 11,770 shares of the business services provider’s stock, valued at approximately $986,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in TRU. Geneos Wealth Management Inc. raised 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 purchasing an additional 290 shares during the last quarter. Elevation Point Wealth Partners LLC acquired a new stake in shares of TransUnion during the 2nd quarter worth about $34,000. MAI Capital Management boosted its stake in shares of TransUnion by 333.3% during the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after purchasing an additional 310 shares during the last quarter. Clearstead Advisors LLC grew its holdings in shares of TransUnion by 189.6% during the third quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after buying an additional 328 shares in the last quarter. Finally, Osterweis Capital Management Inc. acquired a new position in shares of TransUnion in the second quarter valued at approximately $45,000.

Analysts Set New Price Targets

Several brokerages recently issued reports on TRU. Robert W. Baird set a $107.00 price objective on shares of TransUnion in a research note on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $111.00 price target on shares of TransUnion in a report on Friday, February 13th. Barclays reduced 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. Finally, Needham & Company LLC lowered their price objective on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $94.92.

Insider Activity

In other news, EVP Tiffani Chambers sold 4,318 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president directly owned 50,427 shares in the company, valued at $4,336,722. This trade represents a 7.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Heather J. Russell sold 4,067 shares of TransUnion stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $77.37, for a total value of $314,663.79. Following the sale, the executive vice president directly owned 41,063 shares in the company, valued at approximately $3,177,044.31. The trade was a 9.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 12,564 shares of company stock worth $1,028,827 over the last three months. 0.25% of the stock is currently owned by corporate insiders.

TransUnion Price Performance

TRU stock opened at $76.06 on Tuesday. The firm has a market cap of $14.65 billion, a P/E ratio of 32.79, a price-to-earnings-growth ratio of 1.42 and a beta of 1.70. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.75 and a current ratio of 1.75. TransUnion has a 1 year low of $65.24 and a 1 year high of $99.39. The stock has a 50-day simple moving average of $79.29 and a 200-day simple moving average of $82.50.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS for the quarter, topping the consensus estimate of $1.03 by $0.04. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.The firm had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. During the same period in the previous year, the company posted $0.97 EPS. TransUnion’s revenue for the quarter was up 13.0% on a year-over-year basis. 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 analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be issued a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is 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.