Van ECK Associates Corp Decreases Position in TransUnion $TRU

Van ECK Associates Corp trimmed its holdings in TransUnion (NYSE:TRU) by 59.8% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,106,382 shares of the business services provider’s stock after selling 3,132,634 shares during the quarter. Van ECK Associates Corp’s holdings in TransUnion were worth $151,954,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. lifted its position in shares of TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the last quarter. Cornerstone Planning Group LLC grew its position in shares of TransUnion by 130.2% in the 4th quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new stake in TransUnion during the 3rd quarter worth $36,000. Essential Partners LLC lifted its position in TransUnion by 63.7% in the first quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after acquiring an additional 237 shares during the last quarter. Finally, Osterweis Capital Management Inc. purchased a new stake in TransUnion in the second quarter valued at $45,000.

TransUnion Stock Up 1.2%

Shares of NYSE:TRU opened at $85.68 on Friday. 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. The stock has a market cap of $16.42 billion, a P/E ratio of 22.61, a P/E/G ratio of 1.39 and a beta of 1.53. The firm has a fifty day moving average price of $78.18 and a 200 day moving average price of $73.78.

TransUnion (NYSE:TRU) last posted 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 net margin of 15.08% and a return on equity of 16.29%. The company had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.28 billion. During the same period in the previous year, the business posted $1.08 earnings per share. TransUnion’s quarterly revenue 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. Sell-side analysts predict that TransUnion will post 4.24 EPS for the current year.

TransUnion Announces Dividend

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

Analyst Upgrades and Downgrades

TRU has been the topic of several research reports. Wall Street Zen raised TransUnion from a “hold” rating to a “buy” rating in a report on Saturday. Barclays boosted their target price on TransUnion from $80.00 to $85.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Griffin Securities set a $98.00 target price on TransUnion in a research report on Wednesday, July 29th. Robert W. Baird raised their price target on TransUnion from $108.00 to $115.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Finally, BNP Paribas Exane raised TransUnion from a “neutral” rating to an “outperform” rating in a research report on Tuesday, July 28th. Ten research 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, TransUnion has a consensus rating of “Moderate Buy” and an average target price of $94.38.

Insider Transactions at TransUnion

In other TransUnion news, EVP Mohamed Abdelsadek sold 23,495 shares of TransUnion stock in a transaction that occurred 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 transaction, the executive vice president directly owned 57,182 shares in the company, valued at approximately $4,860,470. This trade represents a 29.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the business’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 value of $72,640.00. Following the completion of the transaction, the insider directly owned 64,634 shares in the company, valued at approximately $4,695,013.76. The trade was 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 have sold a total of 52,090 shares of company stock worth $4,134,921 over the last three months. 0.37% of the stock is currently owned by company insiders.

TransUnion Company 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.