TransUnion $TRU Shares Sold by Bamco Inc. NY

Bamco Inc. NY cut its stake in TransUnion (NYSE:TRU) by 1.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 813,353 shares of the business services provider’s stock after selling 9,130 shares during the period. Bamco Inc. NY owned about 0.42% of TransUnion worth $69,745,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of TRU. Dodge & Cox purchased a new position in TransUnion in the fourth quarter valued at $843,952,000. State Street Corp boosted its holdings 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 valued at $568,177,000 after purchasing an additional 2,600,425 shares during the period. Invesco Ltd. boosted its holdings in TransUnion by 355.9% in the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after purchasing an additional 2,059,177 shares during the period. Egerton Capital UK LLP purchased a new position in TransUnion in the third quarter valued at $122,742,000. Finally, Danica Pension Livsforsikringsaktieselskab purchased a new position in TransUnion in the third quarter valued at $109,156,000.

TransUnion Trading Down 6.8%

NYSE:TRU opened at $64.27 on Thursday. 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 has a one year low of $63.96 and a one year high of $99.39. The business’s 50-day simple moving average is $70.57 and its 200 day simple moving average is $75.79. The stock has a market cap of $12.39 billion, a price-to-earnings ratio of 17.80, a price-to-earnings-growth ratio of 1.22 and a beta of 1.56.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, topping the consensus estimate of $1.11 by $0.07. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The business 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 firm posted $1.05 earnings per share. The company’s revenue 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, sell-side analysts predict that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The company also recently disclosed 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 was Wednesday, May 27th. This represents a $0.50 annualized dividend and a yield of 0.8%. TransUnion’s dividend payout ratio is presently 13.85%.

Analysts Set New Price Targets

TRU has been the subject of several recent analyst reports. UBS Group decreased their price objective on shares of TransUnion from $75.00 to $72.00 and set a “neutral” rating for the company in a research report on Tuesday. JPMorgan Chase & Co. reduced their price objective on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Robert W. Baird set a $108.00 target price on TransUnion in a research note on Wednesday, April 29th. Mizuho began coverage on TransUnion in a research report on Thursday, April 16th. They set a “neutral” rating and a $80.00 price target for the company. Finally, Morgan Stanley decreased their target price on TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research report on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, TransUnion currently has an average rating of “Moderate Buy” and an average price target of $91.47.

Insider Buying and Selling 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 transaction of $480,307.21. Following the sale, the executive vice president owned 45,248 shares in the company, 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 SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of the company’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 value of $353,650.00. Following the sale, the insider directly owned 99,906 shares in the company, valued at approximately $7,066,351.38. This represents a 4.77% 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. Insiders have sold 25,666 shares of company stock worth $1,843,542 over the last quarter. 0.37% of the stock is owned by corporate insiders.

TransUnion 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.