Sanctuary Advisors LLC Takes $553,000 Position in TransUnion $TRU

Sanctuary Advisors LLC bought a new position in TransUnion (NYSE:TRU) in the second quarter, HoldingsChannel.com reports. The fund bought 7,660 shares of the business services provider’s stock, valued at approximately $553,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Geneos Wealth Management Inc. raised its position in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares during the period. Cornerstone Planning Group LLC lifted its holdings in shares of TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after buying an additional 220 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new position in shares of TransUnion during the third quarter valued at about $36,000. Osterweis Capital Management Inc. bought a new stake in TransUnion in the 2nd quarter worth approximately $45,000. Finally, EverSource Wealth Advisors LLC increased 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 purchasing an additional 197 shares during the last quarter.

TransUnion Stock Performance

Shares of NYSE TRU opened at $85.68 on Friday. The company has a 50 day simple moving average of $78.18 and a two-hundred day simple moving average of $73.78. The stock has a market cap of $16.42 billion, a price-to-earnings ratio of 22.61, a PEG ratio of 1.41 and a beta of 1.53. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 1.07. TransUnion has a 12 month low of $63.37 and a 12 month high of $95.50.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 earnings per share for the quarter, beating 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 during the quarter, compared to analyst estimates of $1.28 billion. During the same quarter last year, the business posted $1.08 EPS. The company’s revenue was up 14.9% on a year-over-year basis. 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 predict that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on TRU. Bank of America decreased their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Stifel Nicolaus boosted their price target on TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 price objective on shares of TransUnion in a research note on Wednesday, July 29th. Robert W. Baird lifted their price target on TransUnion from $108.00 to $115.00 and gave the company an “outperform” 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 given a Hold rating to the company. According to MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and an average price target of $94.38.

Insider Transactions at TransUnion

In related news, insider Todd C. Skinner sold 950 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $79.96, for a total value of $75,962.00. Following the completion of the sale, the insider owned 63,849 shares of the company’s stock, valued at approximately $5,105,366.04. The trade was a 1.47% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Mohamed Abdelsadek sold 23,495 shares of the business’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total transaction of $1,997,075.00. Following the sale, the executive vice president directly owned 57,182 shares of the company’s stock, valued at $4,860,470. This represents a 29.12% 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. Insiders have sold 52,090 shares of company stock worth $4,134,921 in the last ninety days. Company insiders own 0.37% of the company’s stock.

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.