Comerica Bank Decreases Position in TransUnion $TRU

Comerica Bank lowered its stake in shares of TransUnion (NYSE:TRU) by 87.6% in the 4th quarter, HoldingsChannel reports. The firm owned 52,975 shares of the business services provider’s stock after selling 375,775 shares during the quarter. Comerica Bank’s holdings in TransUnion were worth $4,543,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of TRU. Royal Bank of Canada increased its stake in shares of TransUnion by 85.3% during the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock worth $6,288,000 after purchasing an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. grew 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 buying an additional 290 shares in the last quarter. Invesco Ltd. grew its stake in TransUnion by 4.5% in the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after buying an additional 24,736 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in TransUnion by 59.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after buying an additional 197 shares in the last quarter. Finally, The Manufacturers Life Insurance Company grew its stake in TransUnion by 2.2% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock valued at $50,690,000 after buying an additional 12,280 shares in the last quarter.

Insider Activity

In related news, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the transaction, the insider owned 89,711 shares in the company, valued at $6,279,770. The trade was a 5.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 1,679 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total transaction of $134,320.00. Following the transaction, the chief accounting officer owned 7,219 shares in the company, valued at $577,520. This represents a 18.87% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 13,729 shares of company stock worth $1,031,619 over the last ninety days. 0.37% of the stock is owned by insiders.

TransUnion Price Performance

TRU stock opened at $70.34 on Friday. The firm’s 50-day moving average price is $72.54 and its two-hundred day moving average price is $78.53. TransUnion has a 12-month low of $65.24 and a 12-month high of $99.39. The stock has a market capitalization of $13.56 billion, a price-to-earnings ratio of 19.49, a PEG ratio of 1.24 and a beta of 1.58. The company has a current ratio of 1.93, a quick ratio of 1.75 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm had revenue of $1.25 billion for the quarter, compared to analysts’ expectations of $1.21 billion. During the same quarter in the previous year, the company earned $1.05 earnings per share. The company’s revenue for the quarter was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, equities analysts predict that TransUnion will post 4.21 earnings per share for the current 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 given a $0.125 dividend. The ex-dividend date was Thursday, February 26th. 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%. TransUnion’s dividend payout ratio is presently 13.85%.

Analyst Upgrades and Downgrades

Several brokerages have commented on TRU. Weiss Ratings reissued a “hold (c)” rating on shares of TransUnion in a report on Monday, April 20th. The Goldman Sachs Group cut their price target on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a report on Friday, February 13th. UBS Group cut their price target on shares of TransUnion from $72.00 to $69.00 and set a “neutral” rating for the company in a report on Monday, April 13th. Needham & Company LLC reaffirmed a “buy” rating and set a $95.00 price objective on shares of TransUnion in a report on Wednesday. Finally, Wells Fargo & Company dropped their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, TransUnion presently has a consensus rating of “Moderate Buy” and an average price target of $91.47.

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.