BNP Paribas Financial Markets Purchases 198,726 Shares of TransUnion $TRU

BNP Paribas Financial Markets grew its stake in shares of TransUnion (NYSE:TRU) by 280.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 269,550 shares of the business services provider’s stock after acquiring an additional 198,726 shares during the period. BNP Paribas Financial Markets’ holdings in TransUnion were worth $23,114,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of TransUnion by 2.8% during the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock valued at $1,596,587,000 after acquiring an additional 517,098 shares in the last quarter. State Street Corp boosted its position in TransUnion by 62.2% in the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after purchasing an additional 2,600,425 shares during the last quarter. Bessemer Group Inc. raised its stake in shares of TransUnion by 5.8% in the fourth quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock worth $323,185,000 after buying an additional 205,449 shares during the period. Ninety One UK Ltd increased its stake in TransUnion by 1.9% in the 4th quarter. Ninety One UK Ltd now owns 3,602,070 shares of the business services provider’s stock worth $308,877,000 after acquiring an additional 65,612 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in shares of TransUnion by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 3,520,417 shares of the business services provider’s stock worth $301,012,000 after purchasing an additional 24,297 shares during the period.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on TRU shares. Weiss Ratings cut TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, May 8th. New Street Research set a $100.00 price target on TransUnion in a report on Wednesday, March 11th. The Goldman Sachs Group cut their target price on TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, February 13th. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $95.00 price objective on shares of TransUnion in a report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $91.27.

TransUnion Stock Performance

NYSE:TRU opened at $70.77 on Friday. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. The firm has a market capitalization of $13.65 billion, a PE ratio of 19.61, a PEG ratio of 1.25 and a beta of 1.56. The firm’s fifty day simple moving average is $70.70 and its 200 day simple moving average is $76.69. TransUnion has a 1 year low of $64.51 and a 1 year high of $99.39.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $1.21 billion. During the same period last year, the firm posted $1.05 EPS. The firm’s quarterly revenue was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, sell-side analysts anticipate that TransUnion will post 4.21 EPS for the current year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be issued a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Wednesday, May 27th. TransUnion’s payout ratio is currently 13.85%.

Insider Buying and Selling

In other TransUnion news, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $70.73, for a total transaction of $70,730.00. Following the completion of the transaction, the insider owned 65,634 shares in the company, valued at approximately $4,642,292.82. This trade represents a 1.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 shares were sold at an average price of $71.87, for a total transaction of $480,307.21. Following the completion of the sale, the executive vice president directly owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. The trade was a 12.87% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 25,666 shares of company stock valued at $1,843,542. 0.37% of the stock is owned by company insiders.

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.