Freestone Grove Partners LP Acquires Shares of 611,357 TransUnion $TRU

Freestone Grove Partners LP bought a new position in shares of TransUnion (NYSE:TRU) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 611,357 shares of the business services provider’s stock, valued at approximately $44,103,000. Freestone Grove Partners LP owned about 0.32% of TransUnion at the end of the most recent reporting period.

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

TransUnion Stock Down 0.6%

NYSE:TRU opened at $84.48 on Thursday. The firm’s 50 day simple moving average is $77.37 and its 200 day simple moving average is $73.62. 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 has a one year low of $63.37 and a one year high of $95.50. The company has a market cap of $16.19 billion, a PE ratio of 22.29, a P/E/G ratio of 1.40 and a beta of 1.53.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.16 by $0.07. The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. TransUnion had a net margin of 15.08% and a return on equity of 16.29%. The company’s revenue was up 14.9% on a year-over-year basis. During the same period in the prior year, the company posted $1.08 EPS. 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, research analysts anticipate that TransUnion will post 4.24 earnings per share for the current year.

TransUnion Dividend Announcement

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

Insider Buying and Selling at TransUnion

In other TransUnion news, EVP Mohamed Abdelsadek sold 23,495 shares of the company’s stock in a transaction dated 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 owned 57,182 shares in the company, valued at approximately $4,860,470. The trade was a 29.12% decrease in their position. The transaction was disclosed in a 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 10,000 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 $726,400.00. Following the completion of the sale, the insider directly owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. The trade was a 10.01% 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 58,773 shares of company stock worth $4,615,228 over the last 90 days. Company insiders own 0.37% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. BMO Capital Markets lifted their price target on shares of TransUnion from $85.00 to $98.00 and gave the company an “outperform” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 target price on shares of TransUnion in a research report on Wednesday, July 29th. Wall Street Zen cut shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Sunday, August 9th. Morgan Stanley reiterated an “overweight” rating and set a $106.00 price target on shares of TransUnion in a report on Wednesday, July 29th. Finally, Robert W. Baird increased their price target on TransUnion from $108.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Ten investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.38.

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.