Theleme Partners LLP Invests $170.95 Million in TransUnion $TRU

Theleme Partners LLP bought a new stake in shares of TransUnion (NYSE:TRU) during the 2nd quarter, Holdings Channel reports. The fund bought 2,369,757 shares of the business services provider’s stock, valued at approximately $170,954,000. TransUnion makes up 10.2% of Theleme Partners LLP’s portfolio, making the stock its 5th biggest holding.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Global Retirement Partners LLC lifted its stake in TransUnion by 26.1% in the fourth quarter. Global Retirement Partners LLC now owns 690 shares of the business services provider’s stock worth $59,000 after acquiring an additional 143 shares during the period. Annis Gardner Whiting Capital Advisors LLC boosted its holdings in TransUnion by 14.7% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 1,188 shares of the business services provider’s stock valued at $82,000 after acquiring an additional 152 shares in the last quarter. CIBC Asset Management Inc increased its position in TransUnion by 2.2% during the 4th quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock valued at $734,000 after purchasing an additional 182 shares during the period. Parallel Advisors LLC increased its position in TransUnion by 29.5% during the 4th quarter. Parallel Advisors LLC now owns 829 shares of the business services provider’s stock valued at $71,000 after purchasing an additional 189 shares during the period. Finally, IHT Wealth Management LLC raised its holdings in TransUnion by 7.9% in the 4th quarter. IHT Wealth Management LLC now owns 2,659 shares of the business services provider’s stock worth $228,000 after purchasing an additional 195 shares in the last quarter.

Wall Street Analyst Weigh In

Several research firms have recently commented on TRU. Barclays raised their target price on shares of TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 29th. Stifel Nicolaus boosted their price target on shares of TransUnion from $88.00 to $96.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Wells Fargo & Company increased their price target on shares of TransUnion from $90.00 to $102.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Robert W. Baird raised their price objective on shares of TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. cut their price objective on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 29th. Ten analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $94.38.

TransUnion Stock Performance

Shares of TransUnion stock opened at $84.82 on Monday. TransUnion has a 12 month low of $63.37 and a 12 month high of $95.50. The firm has a market capitalization of $16.25 billion, a P/E ratio of 22.38, a P/E/G ratio of 1.39 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. The business has a fifty day simple moving average of $76.29 and a two-hundred day simple moving average of $73.29.

TransUnion (NYSE:TRU) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.16 by $0.07. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company had revenue of $1.31 billion during the quarter, compared to analyst estimates of $1.28 billion. During the same period last year, the business earned $1.08 EPS. TransUnion’s quarterly 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. On average, equities analysts forecast that TransUnion will post 4.24 earnings per share for the current fiscal year.

TransUnion Dividend Announcement

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

Insider Buying and Selling

In other news, EVP Mohamed Abdelsadek sold 23,495 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $85.00, for a total value of $1,997,075.00. Following the sale, the executive vice president directly owned 57,182 shares of the company’s stock, valued at approximately $4,860,470. This represents a 29.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 1,000 shares of the firm’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 $79,960.00. Following the transaction, the insider owned 88,906 shares of the company’s stock, valued at $7,108,923.76. The trade was a 1.11% 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 three months. Corporate 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.