APG Asset Management N.V. Has $293.62 Million Stock Holdings in TransUnion $TRU

APG Asset Management N.V. grew its position in TransUnion (NYSE:TRU) by 10.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,504,669 shares of the business services provider’s stock after purchasing an additional 328,541 shares during the quarter. TransUnion makes up approximately 0.5% of APG Asset Management N.V.’s portfolio, making the stock its 28th largest holding. APG Asset Management N.V.’s holdings in TransUnion were worth $293,621,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of TRU. Independent Franchise Partners LLP raised its holdings in TransUnion by 119.5% in the 2nd quarter. Independent Franchise Partners LLP now owns 4,646,903 shares of the business services provider’s stock worth $408,927,000 after acquiring an additional 2,530,335 shares during the period. Norges Bank acquired a new stake in shares of TransUnion in the second quarter valued at about $150,333,000. Egerton Capital UK LLP bought a new position in shares of TransUnion in the third quarter worth about $122,742,000. Ninety One UK Ltd lifted its position in shares of TransUnion by 52.6% during the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock worth $296,284,000 after purchasing an additional 1,219,360 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its stake in TransUnion by 4.8% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 22,720,864 shares of the business services provider’s stock valued at $1,999,436,000 after purchasing an additional 1,046,391 shares during the period.

Insider Buying and Selling at TransUnion

In related news, insider Steven M. Chaouki sold 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $85.71, for a total value of $85,710.00. Following the completion of the sale, the insider owned 61,592 shares of the company’s stock, valued at $5,279,050.32. This trade represents a 1.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Todd C. Skinner sold 500 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $78.79, for a total value of $39,395.00. Following the sale, the insider owned 31,725 shares of the company’s stock, valued at approximately $2,499,612.75. The trade was a 1.55% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 7,818 shares of company stock worth $663,883. 0.22% of the stock is currently owned by insiders.

TransUnion Stock Up 0.3%

Shares of NYSE:TRU opened at $78.49 on Friday. The company’s fifty day moving average is $80.40 and its 200-day moving average is $83.01. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.01 and a current ratio of 1.75. TransUnion has a 52 week low of $65.24 and a 52 week high of $99.39. The company has a market capitalization of $15.24 billion, a PE ratio of 33.83, a P/E/G ratio of 1.44 and a beta of 1.70.

TransUnion (NYSE:TRU) last announced its quarterly earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.04. The firm had revenue of $1.17 billion during the quarter, compared to the consensus estimate of $1.13 billion. TransUnion had a net margin of 9.95% and a return on equity of 16.19%. The firm’s quarterly revenue was up 13.0% on a year-over-year basis. During the same period last year, the firm posted $0.97 EPS. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. Equities research analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Thursday, February 26th will be issued a dividend of $0.125 per share. The ex-dividend date of this dividend is Thursday, February 26th. This represents a $0.50 dividend on an annualized basis and a yield of 0.6%. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is 21.55%.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TransUnion in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $111.00 target price on shares of TransUnion in a research report on Friday, February 13th. Robert W. Baird set a $107.00 price target on shares of TransUnion in a report on Friday, February 13th. Wells Fargo & Company dropped their price objective on shares of TransUnion from $100.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, February 13th. Finally, Barclays decreased their target price on TransUnion from $95.00 to $80.00 and set an “equal weight” rating on the stock in a research report on Friday, February 13th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and a consensus price target of $94.92.

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.