Callan Family Office LLC Purchases New Position in TransUnion $TRU

Callan Family Office LLC purchased a new position in TransUnion (NYSE:TRU) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 72,509 shares of the business services provider’s stock, valued at approximately $5,231,000.

Several other large investors also recently added to or reduced their stakes in the stock. Geneos Wealth Management Inc. boosted its holdings in shares of TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the period. Cornerstone Planning Group LLC raised its holdings in 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 buying an additional 220 shares during the period. Measured Wealth Private Client Group LLC purchased a new stake in TransUnion during the 3rd quarter valued at $36,000. Osterweis Capital Management Inc. bought a new stake in TransUnion in the second quarter worth $45,000. Finally, EverSource Wealth Advisors LLC lifted its position in TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock worth $46,000 after buying an additional 197 shares during the last quarter.

Insider Activity at TransUnion

In other TransUnion news, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total value of $77,760.00. Following the transaction, the chief accounting officer directly owned 5,843 shares in the company, valued at $467,440. This represents a 14.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Alicia Brooke Zuiker sold 8,673 shares of the firm’s stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total transaction of $680,743.77. Following the transaction, the executive vice president directly owned 41,883 shares in the company, valued at approximately $3,287,396.67. This trade represents a 17.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 58,773 shares of company stock worth $4,615,228 over the last ninety days. 0.37% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on TRU shares. UBS Group boosted their price objective on shares of TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research report on Thursday, July 2nd. Griffin Securities set a $98.00 target price on shares of TransUnion in a report on Wednesday, July 29th. JPMorgan Chase & Co. dropped their price target on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Wells Fargo & Company upped their price target on shares of TransUnion from $90.00 to $102.00 and gave the company an “overweight” rating in a report on Wednesday, July 29th. Finally, Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. Ten analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $94.38.

TransUnion Stock Performance

Shares of TransUnion stock opened at $84.82 on Friday. The stock’s fifty day moving average is $76.29 and its two-hundred day moving average is $73.31. The company has a market capitalization of $16.25 billion, a PE ratio of 22.38, a price-to-earnings-growth ratio of 1.40 and a beta of 1.53. The company has a quick ratio of 1.90, a current ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 52 week low of $63.37 and a 52 week high of $95.50.

TransUnion (NYSE:TRU) last released its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same quarter last year, the firm posted $1.08 earnings per share. The business’s revenue was up 14.9% compared to the same quarter last year. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. As a group, analysts expect that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Thursday, August 20th will be paid a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Thursday, August 20th. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.

About TransUnion

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.