Taikang Asset Management Hong Kong Co Ltd Trims Stock Holdings in TransUnion $TRU

Taikang Asset Management Hong Kong Co Ltd decreased its holdings in shares of TransUnion (NYSE:TRU) by 68.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,223 shares of the business services provider’s stock after selling 9,326 shares during the quarter. Taikang Asset Management Hong Kong Co Ltd’s holdings in TransUnion were worth $362,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Global Retirement Partners LLC raised its stake in shares of TransUnion by 26.1% during the 4th quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock valued at $59,000 after purchasing an additional 143 shares during the period. CIBC Asset Management Inc boosted its stake in TransUnion by 2.2% in the 4th quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock worth $734,000 after purchasing an additional 182 shares during the period. Parallel Advisors LLC boosted its stake in TransUnion by 29.5% in the 4th quarter. Parallel Advisors LLC now owns 829 shares of the business services provider’s stock worth $71,000 after purchasing an additional 189 shares during the period. EverSource Wealth Advisors LLC grew its holdings in 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 buying an additional 197 shares in the last quarter. Finally, Private Trust Co. NA grew its holdings in TransUnion by 38.8% during the 4th quarter. Private Trust Co. NA now owns 723 shares of the business services provider’s stock valued at $62,000 after buying an additional 202 shares in the last quarter.

TransUnion Stock Performance

Shares of TRU opened at $68.88 on Wednesday. TransUnion has a 12-month low of $64.51 and a 12-month high of $99.39. 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 company has a market cap of $13.28 billion, a PE ratio of 19.08, a price-to-earnings-growth ratio of 1.19 and a beta of 1.56. The stock has a 50-day moving average price of $70.67 and a 200-day moving average price of $75.94.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share 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 business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.21 billion. During the same period last year, the firm posted $1.05 earnings per share. TransUnion’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. As a group, equities analysts forecast that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were paid a dividend of $0.125 per share. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.50 annualized dividend and a yield of 0.7%. TransUnion’s payout ratio is 13.85%.

Insider Transactions at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 6,683 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the completion of the sale, the executive vice president owned 45,248 shares of the company’s stock, valued at $3,251,973.76. This represents a 12.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the 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 transaction, the insider owned 65,634 shares in the company, valued at $4,642,292.82. The trade was a 1.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 25,666 shares of company stock worth $1,843,542. 0.37% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on TRU shares. Wall Street Zen downgraded shares of TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Needham & Company LLC reaffirmed a “buy” rating and set a $95.00 price objective on shares of TransUnion in a research note on Wednesday, April 29th. UBS Group decreased their target price on shares of TransUnion from $75.00 to $72.00 and set a “neutral” rating on the stock in a report on Tuesday. Morgan Stanley lowered their target price on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. Finally, Robert W. Baird set a $108.00 price target on shares of TransUnion in a research report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, TransUnion presently has an average rating of “Moderate Buy” and a consensus price target of $91.47.

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.