TransUnion $TRU Position Lessened by Manning & Napier Advisors LLC

Manning & Napier Advisors LLC lowered its stake in shares of TransUnion (NYSE:TRU) by 5.5% in the first quarter, HoldingsChannel reports. The firm owned 1,257,357 shares of the business services provider’s stock after selling 72,849 shares during the quarter. TransUnion makes up approximately 1.2% of Manning & Napier Advisors LLC’s holdings, making the stock its 26th largest holding. Manning & Napier Advisors LLC’s holdings in TransUnion were worth $86,997,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Dodge & Cox bought a new stake in TransUnion in the fourth quarter valued at $843,952,000. Independent Franchise Partners LLP grew its position in shares of TransUnion by 99.7% during the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after acquiring an additional 4,561,619 shares during the last quarter. State Street Corp increased its holdings in shares of TransUnion by 0.7% in the 4th quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock worth $585,844,000 after acquiring an additional 50,232 shares during the period. Van ECK Associates Corp increased its holdings in shares of TransUnion by 7.0% in the 4th quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after acquiring an additional 323,149 shares during the period. Finally, Bessemer Group Inc. lifted its position in TransUnion by 5.8% in the 4th quarter. Bessemer Group Inc. now owns 3,768,902 shares of the business services provider’s stock valued at $323,185,000 after purchasing an additional 205,449 shares during the last quarter.

Insider Transactions at TransUnion

In other news, EVP Heather J. Russell sold 6,683 shares of the company’s stock in a transaction 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 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 Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $70,730.00. Following the transaction, the insider directly owned 65,634 shares of the company’s stock, valued at $4,642,292.82. This represents a 1.50% decrease in their position. 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. In the last 90 days, insiders sold 32,138 shares of company stock valued at $2,335,742. Company insiders own 0.37% of the company’s stock.

TransUnion Price Performance

TransUnion stock traded down $1.29 during trading hours on Friday, hitting $75.04. 2,087,772 shares of the company traded hands, compared to its average volume of 2,929,734. TransUnion has a 1-year low of $63.37 and a 1-year high of $99.39. The firm has a market cap of $14.47 billion, a P/E ratio of 20.79, a P/E/G ratio of 1.37 and a beta of 1.55. The firm’s 50-day simple moving average is $70.33 and its two-hundred day simple moving average is $74.42. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.07. The company had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The business’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.05 EPS. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, analysts forecast that TransUnion will post 4.14 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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

Analyst Ratings Changes

TRU has been the subject of several recent analyst reports. Robert W. Baird set a $108.00 target price on shares of TransUnion in a research report on Wednesday, April 29th. Weiss Ratings cut TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, May 8th. Mizuho reduced their price objective on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research report on Thursday, July 2nd. Needham & Company LLC reissued a “buy” rating and issued a $95.00 price objective on shares of TransUnion in a report on Wednesday, April 29th. Finally, JPMorgan Chase & Co. cut their target price on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. One 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 company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $91.60.

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.