Canada Pension Plan Investment Board Invests $1.90 Million in TransUnion $TRU

Canada Pension Plan Investment Board acquired a new position in shares of TransUnion (NYSE:TRU) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 26,400 shares of the business services provider’s stock, valued at approximately $1,904,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of TRU. Geneos Wealth Management Inc. boosted its stake in TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock valued at $26,000 after acquiring an additional 290 shares in the last quarter. Cornerstone Planning Group LLC increased its position in shares of TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after purchasing an additional 220 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new position in shares of TransUnion during the third quarter worth $36,000. Essential Partners LLC lifted its holdings in shares of TransUnion by 63.7% during the 1st quarter. Essential Partners LLC now owns 609 shares of the business services provider’s stock valued at $42,000 after purchasing an additional 237 shares during the last quarter. Finally, Osterweis Capital Management Inc. purchased a new stake in shares of TransUnion during the 2nd quarter valued at $45,000.

Analysts Set New Price Targets

Several research analysts recently weighed in on TRU shares. Barclays boosted their target price on TransUnion from $80.00 to $85.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 29th. Weiss Ratings raised TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, August 13th. The Goldman Sachs Group restated a “neutral” rating and set a $82.00 price target on shares of TransUnion in a research note on Tuesday, July 28th. Bank of America cut their price objective on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Finally, Needham & Company LLC increased 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. 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, TransUnion presently has an average rating of “Moderate Buy” and an average target price of $94.38.

Insider Buying and Selling at TransUnion

In other news, EVP Alicia Brooke Zuiker sold 8,673 shares of the company’s 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 owned 41,883 shares in the company, valued at $3,287,396.67. This represents a 17.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 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 dated Monday, August 3rd. The stock was sold at an average price of $79.96, for a total value of $79,960.00. Following the sale, the insider directly owned 88,906 shares in the company, valued at approximately $7,108,923.76. This trade represents a 1.11% 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. In the last 90 days, insiders sold 46,090 shares of company stock worth $3,710,541. Corporate insiders own 0.37% of the company’s stock.

TransUnion Stock Up 0.0%

TransUnion stock opened at $85.68 on Monday. The business’s 50-day simple moving average is $78.18 and its two-hundred day simple moving average is $73.77. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.90 and a current ratio of 1.90. The company has a market cap of $16.42 billion, a PE ratio of 22.61, a PEG ratio of 1.41 and a beta of 1.53. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $95.50.

TransUnion (NYSE:TRU) last announced its quarterly earnings data 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 return on equity of 16.29% and a net margin of 15.08%.The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.28 billion. During the same period last year, the business posted $1.08 earnings per share. The company’s revenue for the quarter 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. Equities analysts anticipate that TransUnion will post 4.24 EPS for the current year.

TransUnion Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Shareholders 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 yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is currently 13.19%.

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.