CIBC Private Wealth Group LLC Cuts Stock Holdings in TransUnion $TRU

CIBC Private Wealth Group LLC lowered its position in shares of TransUnion (NYSE:TRU) by 2.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 368,216 shares of the business services provider’s stock after selling 8,422 shares during the quarter. CIBC Private Wealth Group LLC’s holdings in TransUnion were worth $30,849,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of TransUnion by 2.8% in the third quarter. Vanguard Group Inc. now owns 19,056,903 shares of the business services provider’s stock worth $1,596,587,000 after acquiring an additional 517,098 shares during the last quarter. State Street Corp raised its stake in TransUnion by 62.2% in the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after purchasing an additional 2,600,425 shares during the last quarter. Independent Franchise Partners LLP lifted 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 valued at $408,927,000 after purchasing an additional 2,530,335 shares in the last quarter. Ninety One UK Ltd lifted its holdings in TransUnion by 52.6% in the 3rd quarter. Ninety One UK Ltd now owns 3,536,458 shares of the business services provider’s stock valued at $296,284,000 after purchasing an additional 1,219,360 shares in the last quarter. Finally, APG Asset Management N.V. boosted its stake in TransUnion by 10.3% during the 3rd quarter. APG Asset Management N.V. now owns 3,504,669 shares of the business services provider’s stock worth $293,621,000 after purchasing an additional 328,541 shares during the last quarter.

Insider Activity

In other news, insider Todd C. Skinner sold 500 shares of TransUnion stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $78.79, for a total transaction 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Jennifer A. Williams sold 1,679 shares of the company’s stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $80.00, for a total value of $134,320.00. Following the completion of the transaction, the chief accounting officer owned 7,219 shares in the company, valued at $577,520. This represents a 18.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 7,746 shares of company stock valued at $616,944. Company insiders own 0.22% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on TRU. The Goldman Sachs Group dropped their target price on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a report on Friday, February 13th. Morgan Stanley lowered their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research report on Wednesday, March 11th. Bank of America initiated coverage on shares of TransUnion in a research note on Tuesday, February 17th. They set a “neutral” rating and a $83.00 price objective for the company. Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. Finally, Needham & Company LLC decreased their target price on shares of TransUnion from $115.00 to $95.00 and set a “buy” rating on the stock in a research note on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus price target of $94.54.

TransUnion Stock Down 1.9%

Shares of TRU opened at $71.68 on Friday. TransUnion has a 52-week low of $65.24 and a 52-week high of $99.39. The company has a market capitalization of $13.81 billion, a PE ratio of 30.90, a price-to-earnings-growth ratio of 1.34 and a beta of 1.70. The stock has a fifty day simple moving average of $77.20 and a two-hundred day simple moving average of $81.62. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 1.08.

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

TransUnion Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Thursday, February 26th were issued a $0.125 dividend. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date was Thursday, February 26th. This is a positive change from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s dividend payout ratio (DPR) is presently 21.55%.

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.