TransUnion (NYSE:TRU) Insider Sells $350,000.00 in Stock

TransUnion (NYSE:TRU) insider Steven Chaouki sold 5,000 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total value of $350,000.00. Following the completion of the transaction, the insider directly owned 89,711 shares of the company’s stock, valued at $6,279,770. The trade was a 5.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Stock Up 3.7%

TransUnion stock opened at $71.36 on Thursday. TransUnion has a 12 month low of $65.24 and a 12 month high of $99.39. The stock has a market capitalization of $13.77 billion, a PE ratio of 30.76, a price-to-earnings-growth ratio of 1.27 and a beta of 1.71. 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 business has a 50 day simple moving average of $72.82 and a 200-day simple moving average of $79.46.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $1.17 billion for the quarter, compared to analysts’ expectations of $1.13 billion. During the same quarter last year, the company earned $0.97 EPS. The firm’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. On average, analysts anticipate that TransUnion will post 3.99 EPS for the current fiscal year.

TransUnion Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Thursday, February 26th were given a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. The ex-dividend date was Thursday, February 26th. TransUnion’s dividend payout ratio (DPR) is 21.55%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on TRU. Barclays dropped 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 report on Friday, February 13th. Needham & Company LLC dropped their price target on TransUnion from $115.00 to $95.00 and set a “buy” rating for the company in a research report on Friday, February 13th. Wells Fargo & Company dropped their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, February 13th. Bank of America initiated coverage on TransUnion in a research report on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price target for the company. Finally, BMO Capital Markets upgraded TransUnion to a “strong-buy” rating in a research report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.54.

Institutional Trading of TransUnion

Several large investors have recently made changes to their positions in the company. Royal Bank of Canada grew its holdings in TransUnion by 85.3% in 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 buying an additional 34,867 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in shares of TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares during the last quarter. Prudential Financial Inc. boosted its position in shares of TransUnion by 32.9% during the 2nd quarter. Prudential Financial Inc. now owns 15,961 shares of the business services provider’s stock valued at $1,483,000 after acquiring an additional 3,950 shares during the last quarter. Invesco Ltd. boosted its position in shares of TransUnion by 4.5% during the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after acquiring an additional 24,736 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its position in shares of TransUnion by 59.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after acquiring an additional 197 shares during the last quarter.

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.