Jupiter Topco LLC Buys Shares of 3,885,385 TransUnion $TRU

Jupiter Topco LLC purchased a new stake in TransUnion (NYSE:TRU) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 3,885,385 shares of the business services provider’s stock, valued at approximately $280,292,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in TRU. Hsbc Holdings PLC purchased a new position in TransUnion during the second quarter worth about $8,196,000. Canada Pension Plan Investment Board purchased a new position in TransUnion in the second quarter worth approximately $1,904,000. Legal & General Group Plc purchased a new position in TransUnion in the second quarter valued at $52,530,000. The Manufacturers Life Insurance Company purchased a new position in shares of TransUnion in the 2nd quarter valued at about $34,374,000. Finally, Manning & Napier Advisors LLC acquired a new stake in TransUnion during the second quarter worth approximately $137,000.

TransUnion Stock Performance

NYSE TRU opened at $84.96 on Wednesday. The business has a 50 day moving average price of $76.96 and a 200 day moving average price of $73.52. The company has a market capitalization of $16.28 billion, a P/E ratio of 22.42, a PEG ratio of 1.40 and a beta of 1.53. TransUnion has a 1-year low of $63.37 and a 1-year high of $95.50. The company has a debt-to-equity ratio of 1.07, a current ratio of 1.90 and a quick ratio of 1.90.

TransUnion (NYSE:TRU) last posted its earnings results on Tuesday, July 28th. The business services provider reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.07. The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.28 billion. TransUnion had a return on equity of 16.29% and a net margin of 15.08%.TransUnion’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same period in the previous year, the business earned $1.08 earnings per share. TransUnion has set its Q3 2026 guidance at 1.180-1.210 EPS and its FY 2026 guidance at 4.750-4.830 EPS. Sell-side analysts expect that TransUnion will post 4.24 EPS for the current fiscal year.

TransUnion Dividend Announcement

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

Insider Activity

In other news, insider Steven M. Chaouki sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the transaction, the insider directly owned 89,906 shares of the company’s stock, valued at $6,530,771.84. This trade represents a 10.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of TransUnion stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the transaction, the executive vice president owned 45,248 shares of the company’s stock, valued at $3,251,973.76. This represents a 12.87% decrease in their ownership of the stock. 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 58,773 shares of company stock worth $4,615,228 in the last three months. Company insiders own 0.37% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on the company. JPMorgan Chase & Co. cut their price target on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 29th. Needham & Company LLC raised their price objective on shares of TransUnion from $95.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. BNP Paribas Exane upgraded shares of TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Mizuho lowered their price target on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research note on Thursday, July 2nd. Finally, Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 9th. Ten investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $94.38.

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.