TransUnion $TRU Shares Sold by Farallon Capital Management LLC

Farallon Capital Management LLC decreased its stake in TransUnion (NYSE:TRU) by 12.4% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,732,075 shares of the business services provider’s stock after selling 672,500 shares during the quarter. TransUnion makes up 1.6% of Farallon Capital Management LLC’s holdings, making the stock its 18th largest position. Farallon Capital Management LLC owned about 2.44% of TransUnion worth $396,453,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in TransUnion by 2.8% in the 3rd quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after purchasing an additional 517,098 shares in the last quarter. Independent Franchise Partners LLP increased its holdings in shares of TransUnion by 119.5% during the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock valued at $408,927,000 after purchasing an additional 2,530,335 shares in the last quarter. Ninety One UK Ltd lifted its stake in shares of TransUnion by 52.6% in the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock valued at $296,284,000 after purchasing an additional 1,219,360 shares during the period. APG Asset Management N.V. lifted its stake in shares of TransUnion by 10.3% in 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 period. Finally, Victory Capital Management Inc. boosted its holdings in TransUnion by 3.9% during the third quarter. Victory Capital Management Inc. now owns 3,267,053 shares of the business services provider’s stock worth $273,714,000 after buying an additional 121,526 shares in the last quarter.

Insider Activity at TransUnion

In other news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total value of $39,395.00. Following the sale, the insider directly owned 31,725 shares of the company’s stock, valued at $2,499,612.75. The trade was a 1.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Heather J. Russell sold 4,067 shares of the business’s stock in a transaction that occurred on 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 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 SEC filing for this sale provides additional information. Insiders sold 12,064 shares of company stock worth $988,292 in the last quarter. Corporate insiders own 0.25% of the company’s stock.

TransUnion Stock Performance

TRU opened at $69.96 on Monday. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08. The company has a market cap of $13.48 billion, a price-to-earnings ratio of 30.16, a PEG ratio of 1.28 and a beta of 1.70. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39. The firm’s fifty day simple moving average is $78.17 and its two-hundred day simple moving average is $81.98.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, February 12th. The business services provider reported $1.07 EPS 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 analysts’ expectations of $1.13 billion. During the same quarter in the previous year, the company earned $0.97 earnings per share. The company’s quarterly revenue 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. Equities analysts anticipate that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were paid a dividend of $0.125 per share. This is an increase from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date was Thursday, February 26th. This represents a $0.50 annualized dividend and a yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is presently 21.55%.

Analysts Set New Price Targets

A number of research firms have weighed in on TRU. Wall Street Zen raised shares of TransUnion from a “hold” rating to a “buy” rating in a report on Saturday. Barclays lowered their target price on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. Stifel Nicolaus dropped their target price on TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Bank of America started coverage on TransUnion in a research note on Tuesday, February 17th. They issued a “neutral” rating and a $83.00 price target for the company. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $94.54.

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.