Korea Investment CORP Has $3.11 Million Stake in TransUnion $TRU

Korea Investment CORP lowered its position in TransUnion (NYSE:TRU) by 75.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 37,161 shares of the business services provider’s stock after selling 115,515 shares during the period. Korea Investment CORP’s holdings in TransUnion were worth $3,113,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Royal Bank of Canada increased its holdings in TransUnion by 85.3% during 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 purchasing an additional 34,867 shares in the last quarter. 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 worth $26,000 after purchasing an additional 290 shares in the last quarter. Bank of Montreal Can grew its holdings in shares of TransUnion by 20.0% during the second quarter. Bank of Montreal Can now owns 7,099 shares of the business services provider’s stock worth $625,000 after purchasing an additional 1,184 shares during the last quarter. Penserra Capital Management LLC grew its holdings in shares of TransUnion by 12.8% during the second quarter. Penserra Capital Management LLC now owns 1,055 shares of the business services provider’s stock worth $92,000 after purchasing an additional 120 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of TransUnion by 10.7% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 167,467 shares of the business services provider’s stock valued at $14,737,000 after buying an additional 16,134 shares in the last quarter.

TransUnion Stock Performance

Shares of TRU stock opened at $69.61 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 1.75. The stock has a market cap of $13.41 billion, a PE ratio of 30.01, a price-to-earnings-growth ratio of 1.31 and a beta of 1.70. The stock has a 50-day moving average of $78.44 and a 200-day moving average of $82.22. TransUnion has a one year low of $65.24 and a one year high of $99.39.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Thursday, February 12th. The business services provider reported $1.07 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.04. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. TransUnion’s quarterly revenue was up 13.0% compared to the same quarter last year. During the same quarter last year, the firm earned $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. As a group, sell-side analysts expect that TransUnion will post 3.99 earnings per share for the current year.

TransUnion Increases Dividend

The company also recently declared 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. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, February 26th. TransUnion’s payout ratio is 21.55%.

Insider Buying and Selling

In other TransUnion news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $78.79, for a total transaction of $39,395.00. Following the transaction, the insider directly owned 31,725 shares in the company, valued at approximately $2,499,612.75. The trade was a 1.55% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Tiffani Chambers sold 4,318 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $86.00, for a total value of $371,348.00. Following the completion of the transaction, the executive vice president directly owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. The trade was a 7.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 12,064 shares of company stock worth $988,292 over the last ninety days. Insiders own 0.22% of the company’s stock.

Wall Street Analyst Weigh In

TRU has been the topic of several research reports. Morgan Stanley reduced their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday. The Goldman Sachs Group lowered their price objective on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Wells Fargo & Company reduced their target price on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a research report on Friday, February 13th. Bank of America started coverage on shares of TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price target on the stock. Finally, Robert W. Baird set a $107.00 price target on shares of TransUnion in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and a consensus price target of $94.54.

About TransUnion

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.