Financiere des Professionnels Fonds d investissement inc. Grows Holdings in TransUnion $TRU

Financiere des Professionnels Fonds d investissement inc. grew its stake in TransUnion (NYSE:TRU) by 18.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 292,452 shares of the business services provider’s stock after acquiring an additional 45,840 shares during the period. TransUnion comprises 1.4% of Financiere des Professionnels Fonds d investissement inc.’s investment portfolio, making the stock its 12th biggest holding. Financiere des Professionnels Fonds d investissement inc.’s holdings in TransUnion were worth $25,078,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in TRU. State Street Corp raised its stake in shares of TransUnion by 62.2% in the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after acquiring an additional 2,600,425 shares during the period. Invesco Ltd. raised its stake in shares of TransUnion by 355.9% in the 3rd quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after acquiring an additional 2,059,177 shares during the period. Egerton Capital UK LLP purchased a new stake in shares of TransUnion in the 3rd quarter valued at approximately $122,742,000. Danica Pension Livsforsikringsaktieselskab purchased a new stake in shares of TransUnion in the 3rd quarter valued at approximately $109,156,000. Finally, Vulcan Value Partners LLC purchased a new stake in shares of TransUnion in the 4th quarter valued at approximately $91,043,000.

TransUnion Stock Performance

Shares of TransUnion stock opened at $68.10 on Thursday. The firm has a market capitalization of $13.13 billion, a P/E ratio of 18.86, a P/E/G ratio of 1.23 and a beta of 1.56. TransUnion has a 52 week low of $64.51 and a 52 week high of $99.39. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. The firm’s 50 day moving average is $70.84 and its two-hundred day moving average is $76.42.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating the consensus estimate of $1.11 by $0.07. The company had revenue of $1.25 billion for 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 firm’s revenue was up 13.7% on a year-over-year basis. During the same period in the prior year, the firm posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Research analysts forecast that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Wednesday, May 27th will be given a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion’s dividend payout ratio (DPR) is 13.85%.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on TRU shares. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $111.00 price target on shares of TransUnion in a research note on Friday, February 13th. Barclays reduced their price target on shares of TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research note on Friday, February 13th. Robert W. Baird set a $108.00 price target on shares of TransUnion in a research note on Wednesday, April 29th. JPMorgan Chase & Co. reduced their price target on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Finally, Weiss Ratings downgraded shares of TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $91.27.

Insider Activity at TransUnion

In related news, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction on 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 trade represents a 1.50% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the completion of the transaction, the insider directly owned 89,711 shares in the company, valued at $6,279,770. This trade represents a 5.28% 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 25,666 shares of company stock valued at $1,843,542 in the last ninety days. Insiders own 0.37% of the company’s stock.

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.