Westfield Capital Management Co. LP Sells 246,601 Shares of TransUnion $TRU

Westfield Capital Management Co. LP trimmed its position in shares of TransUnion (NYSE:TRU) by 20.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 933,553 shares of the business services provider’s stock after selling 246,601 shares during the period. Westfield Capital Management Co. LP’s holdings in TransUnion were worth $80,052,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of TRU. Eagle Bay Advisors LLC bought a new stake in shares of TransUnion during the 4th quarter valued at $25,000. Board of the Pension Protection Fund bought a new stake in shares of TransUnion during the 4th quarter valued at $26,000. Geneos Wealth Management Inc. raised 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 purchasing an additional 290 shares during the period. True Wealth Design LLC raised its position in shares of TransUnion by 200.8% during the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after purchasing an additional 245 shares during the period. Finally, Cornerstone Planning Group LLC raised its position in shares of TransUnion by 130.2% during the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 220 shares during the period.

Insiders Place Their Bets

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of TransUnion stock in a transaction on Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $70,730.00. Following the completion of the transaction, the insider directly owned 65,634 shares of the company’s stock, valued at $4,642,292.82. This trade represents a 1.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of TransUnion stock in a transaction on Friday, May 29th. The stock was sold at an average price of $71.87, for a total transaction of $480,307.21. Following the completion of the transaction, the executive vice president directly owned 45,248 shares of the company’s stock, valued at $3,251,973.76. The trade was a 12.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 25,666 shares of company stock valued at $1,843,542 in the last three months. Corporate insiders own 0.37% of the company’s stock.

TransUnion Stock Performance

TRU opened at $70.69 on Friday. The stock has a market capitalization of $13.63 billion, a price-to-earnings ratio of 19.58, a PEG ratio of 1.22 and a beta of 1.56. The company has a fifty day moving average of $70.64 and a 200 day moving average of $76.73. TransUnion has a fifty-two week low of $64.51 and a fifty-two week high of $99.39. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

TransUnion (NYSE:TRU) last posted its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating the consensus estimate of $1.11 by $0.07. The company had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. TransUnion’s quarterly revenue was up 13.7% on a year-over-year basis. During the same period last year, the company posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, sell-side analysts forecast that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be paid a $0.125 dividend. 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 Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is presently 13.85%.

Key Stories Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion expanded its TruIQ data enrichment capabilities on the Snowflake AI Data Cloud, a move that could support growth in its identity, analytics, and prescreen credit marketing businesses by helping customers run secure campaigns at scale. Article Title
• Positive Sentiment: Analysts still rate TransUnion (TRU) a “Moderate Buy” on average, suggesting Wall Street continues to see upside despite recent share weakness. Article Title
• Neutral Sentiment: TransUnion’s presentation at the William Blair Growth Stock Conference may have helped keep the company in focus, but it did not appear to introduce a major new catalyst by itself. Article Title
• Negative Sentiment: Insider selling has added to investor caution, with Steven M. Chaouki selling 5,000 shares and Todd C. Skinner selling 1,000 shares, which can create a negative read-through even though both trades were made under 10b5-1 plans. Article Title

Analyst Ratings Changes

Several brokerages have recently commented on TRU. Stifel Nicolaus decreased 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. JPMorgan Chase & Co. decreased their price objective on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 29th. Needham & Company LLC restated a “buy” rating and set a $95.00 price objective on shares of TransUnion in a research report on Wednesday, April 29th. Wells Fargo & Company cut their target price on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. Finally, Bank of America cut their target price on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $91.27.

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.