TransUnion $TRU Shares Sold by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio reduced its position in shares of TransUnion (NYSE:TRU) by 51.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 56,736 shares of the business services provider’s stock after selling 60,504 shares during the period. Public Employees Retirement System of Ohio’s holdings in TransUnion were worth $3,926,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Dodge & Cox purchased a new position in TransUnion during the 4th quarter valued at about $843,952,000. Independent Franchise Partners LLP increased its stake in 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 purchasing an additional 4,561,619 shares during the period. State Street Corp increased its stake in TransUnion by 0.7% during the fourth quarter. State Street Corp now owns 6,832,003 shares of the business services provider’s stock worth $585,844,000 after purchasing an additional 50,232 shares during the period. Van ECK Associates Corp lifted its position in shares of TransUnion by 7.0% during the fourth quarter. Van ECK Associates Corp now owns 4,932,203 shares of the business services provider’s stock worth $422,936,000 after purchasing an additional 323,149 shares in the last quarter. Finally, Bessemer Group Inc. boosted its stake in shares of TransUnion by 5.8% in the fourth 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 period.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Morgan Stanley reaffirmed an “overweight” rating and set a $106.00 target price on shares of TransUnion in a research note on Wednesday. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Stifel Nicolaus boosted their price target on shares of TransUnion from $88.00 to $96.00 and gave the stock a “buy” rating in a research note on Wednesday. Robert W. Baird upped their price objective on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, UBS Group increased their price objective on TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research note on Thursday, July 2nd. Ten analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $94.38.

TransUnion Stock Down 4.0%

Shares of NYSE TRU opened at $80.41 on Friday. The company has a market capitalization of $15.41 billion, a price-to-earnings ratio of 21.22, a price-to-earnings-growth ratio of 1.40 and a beta of 1.55. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.93. The business has a 50-day moving average of $72.92 and a two-hundred day moving average of $73.57. TransUnion has a 1 year low of $63.37 and a 1 year high of $97.42.

TransUnion (NYSE:TRU) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $1.23 EPS 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 for the quarter, compared to the consensus estimate of $1.28 billion. During the same quarter in the prior year, the business posted $1.08 EPS. The business’s revenue for the quarter 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. On average, analysts forecast that TransUnion will post 4.14 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were paid a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.6%. The ex-dividend date was Wednesday, May 27th. TransUnion’s dividend payout ratio is currently 13.19%.

Insider Buying and Selling

In related news, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $85.00, for a total value of $1,997,075.00. Following the transaction, the executive vice president directly owned 57,182 shares of the company’s stock, valued at $4,860,470. This trade represents a 29.12% 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 Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $72,640.00. Following the completion of the transaction, the insider owned 64,634 shares of the company’s stock, valued at $4,695,013.76. This represents a 1.52% decrease in their position. 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 sold a total of 48,150 shares of company stock valued at $3,778,562 over the last three months. 0.37% of the stock is currently owned by insiders.

Key TransUnion News

Here are the key news stories impacting TransUnion this week:

• Positive Sentiment: TransUnion’s second-quarter results exceeded expectations: revenue rose 14.9% year over year to $1.31 billion versus the $1.28 billion consensus, while EPS of $1.23 topped estimates near $1.16 and increased from $1.08 a year earlier. TransUnion Announces Strong Second Quarter 2026 Results
• Positive Sentiment: Management raised fiscal 2026 EPS guidance to $4.75–$4.83, above the roughly $4.67 analyst consensus. Growth in financial services, international markets, platform modernization and acquisition-related expansion—especially in Latin America—supported the bullish reaction.
• Positive Sentiment: Several analysts raised their price targets following the beat. Wells Fargo lifted its target to $102 and maintained Overweight, Baird raised its target to $115 with an Outperform rating, and Needham increased its target to $100 with a Buy rating. TransUnion Strong Q2 Beat and Raised Guidance
• Neutral Sentiment: The company’s third-quarter EPS outlook of $1.18–$1.21 is broadly in line with expectations. That may leave investors focused on execution and additional upside catalysts after the post-earnings advance. A separate analysis assigned TransUnion a strong GF Score of 90, supporting the company’s long-term quality and momentum profile. TransUnion GF Score Analysis
• Negative Sentiment: EVP Mohamed Abdelsadek sold 23,495 shares for approximately $2 million under a pre-arranged Rule 10b5-1 plan. Data showing 14 insider sales and no purchases over the past six months could weigh on sentiment, although the planned nature of the transaction reduces its significance. SEC Insider Sale Filing
• Negative Sentiment: Investors may also be locking in gains after the strong earnings-related move, while the stock’s elevated valuation increases sensitivity to guidance, future growth and any signs of slowing credit-market demand. Rising auto-loan fraud losses represent an additional risk for lending-related customers.

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.