TransUnion $TRU Holdings Boosted by Thematics Asset Management

Thematics Asset Management grew its holdings in TransUnion (NYSE:TRU) by 6.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 144,722 shares of the business services provider’s stock after purchasing an additional 8,603 shares during the period. Thematics Asset Management owned approximately 0.07% of TransUnion worth $12,125,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Geneos Wealth Management Inc. grew its holdings in shares of TransUnion by 1,318.2% during the first 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 in the last quarter. Elevation Point Wealth Partners LLC purchased a new stake in TransUnion in the 2nd quarter worth about $34,000. MAI Capital Management lifted its stake in TransUnion by 333.3% in the 2nd quarter. MAI Capital Management now owns 403 shares of the business services provider’s stock worth $35,000 after acquiring an additional 310 shares in the last quarter. Clearstead Advisors LLC boosted its position in TransUnion by 189.6% during the 3rd quarter. Clearstead Advisors LLC now owns 501 shares of the business services provider’s stock worth $42,000 after acquiring an additional 328 shares during the period. Finally, Osterweis Capital Management Inc. acquired a new stake in TransUnion during the 2nd quarter worth about $45,000.

Insider Transactions at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 4,067 shares of the business’s 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 completion of the sale, the executive vice president owned 41,063 shares of the company’s stock, valued at $3,177,044.31. The trade was a 9.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Tiffani Chambers sold 4,318 shares of the company’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $86.00, for a total value of $371,348.00. Following the sale, the executive vice president owned 50,427 shares of the company’s stock, valued at approximately $4,336,722. This trade represents a 7.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 12,064 shares of company stock valued at $988,292 in the last three months. 0.22% of the stock is currently owned by company insiders.

TransUnion Price Performance

Shares of TRU opened at $69.96 on Friday. The firm has a market cap of $13.48 billion, a PE ratio of 30.16, a PEG ratio of 1.27 and a beta of 1.70. The firm’s 50 day moving average price is $78.17 and its 200 day moving average price is $82.08. 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 twelve month low of $65.24 and a twelve month high of $99.39.

TransUnion (NYSE:TRU) last posted its 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 net margin of 9.95% and a return on equity of 16.19%. The company had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. During the same period in the previous year, the firm posted $0.97 earnings per share. The company’s revenue for the quarter 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. As a group, research analysts expect that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Investors of record on Thursday, February 26th were issued a $0.125 dividend. This is a boost from TransUnion’s previous quarterly dividend of $0.12. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. TransUnion’s dividend payout ratio is currently 21.55%.

Analyst Upgrades and Downgrades

TRU has been the topic of a number of research reports. Bank of America assumed coverage on TransUnion in a report on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 target price on the stock. Needham & Company LLC decreased their price target on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a report on Friday, February 13th. Stifel Nicolaus lowered their price objective on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a research note on Wednesday, January 21st. Finally, Wall Street Zen raised shares of TransUnion from a “hold” rating to a “buy” rating in a research note on Saturday. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, TransUnion presently has an average rating of “Moderate Buy” and an average 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.