Heron Bay Capital Management Makes New Investment in TransUnion $TRU

Heron Bay Capital Management purchased a new position in shares of TransUnion (NYSE:TRU) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 389,016 shares of the business services provider’s stock, valued at approximately $28,064,000. TransUnion comprises 2.5% of Heron Bay Capital Management’s investment portfolio, making the stock its 17th biggest position. Heron Bay Capital Management owned approximately 0.20% of TransUnion as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Callan Family Office LLC bought a new stake in TransUnion in the second quarter worth $5,231,000. Allworth Financial LP bought a new position in TransUnion during the second quarter valued at about $132,000. B. Metzler seel. Sohn & Co. AG bought a new position in TransUnion during the second quarter valued at about $661,000. Danica Pension Livsforsikringsaktieselskab acquired a new stake in shares of TransUnion in the second quarter worth about $38,468,000. Finally, Danske Bank A S bought a new stake in shares of TransUnion during the 2nd quarter worth about $4,284,000.

Wall Street Analyst Weigh In

TRU has been the topic of a number of analyst reports. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a report on Sunday, August 9th. Bank of America reduced their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday, May 19th. BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. JPMorgan Chase & Co. lowered their price target on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Wednesday, April 29th. Finally, Mizuho dropped their price target on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Trading Down 0.3%

Shares of TransUnion stock opened at $84.82 on Friday. The company’s fifty day simple moving average is $76.29 and its 200-day simple moving average is $73.31. The company has a market cap of $16.25 billion, a price-to-earnings ratio of 22.38, a PEG ratio of 1.40 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 1 year low of $63.37 and a 1 year high of $95.50.

TransUnion (NYSE:TRU) last announced its earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same quarter in the previous year, the firm posted $1.08 earnings per share. TransUnion’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, sell-side analysts expect that TransUnion will post 4.24 EPS for the current year.

TransUnion Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. TransUnion’s dividend payout ratio is currently 13.19%.

Insider Buying and Selling at TransUnion

In related news, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $72,640.00. Following the completion of the sale, the insider owned 64,634 shares in the company, valued at approximately $4,695,013.76. This trade represents a 1.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through 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 TransUnion stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $78.49, for a total value of $680,743.77. Following the sale, 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 58,773 shares of company stock valued at $4,615,228 in the last three months. Company insiders own 0.37% of the company’s stock.

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.