Bank of New York Mellon Corp Has $129.14 Million Stock Position in TransUnion $TRU

Bank of New York Mellon Corp increased its holdings in shares of TransUnion (NYSE:TRU) by 1.5% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 1,506,026 shares of the business services provider’s stock after purchasing an additional 21,715 shares during the period. Bank of New York Mellon Corp’s holdings in TransUnion were worth $129,142,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of TRU. Eagle Bay Advisors LLC bought a new position in TransUnion during the fourth quarter worth about $25,000. Board of the Pension Protection Fund bought a new position in TransUnion during the fourth quarter worth about $26,000. Geneos Wealth Management Inc. grew its holdings in TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the period. True Wealth Design LLC grew its holdings in TransUnion by 200.8% during the fourth quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock worth $31,000 after purchasing an additional 245 shares during the period. Finally, Cornerstone Planning Group LLC grew its holdings in 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 during the period.

Insider Buying and Selling at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 5,000 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $70.00, for a total transaction of $350,000.00. Following the completion of the transaction, the insider directly owned 89,711 shares in the company, valued at $6,279,770. The trade was a 5.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total transaction of $480,307.21. Following the transaction, the executive vice president owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. This represents a 12.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 25,666 shares of company stock worth $1,843,542 over the last three months. Corporate insiders own 0.37% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. The Goldman Sachs Group reduced their price objective on TransUnion from $92.00 to $80.00 and set a “neutral” rating for the company in a report on Friday, February 13th. JPMorgan Chase & Co. reduced their price objective on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. New Street Research set a $100.00 price objective on TransUnion in a report on Wednesday, March 11th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $111.00 price objective on shares of TransUnion in a report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $91.27.

TransUnion Stock Up 0.2%

NYSE TRU opened at $70.77 on Friday. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. TransUnion has a 1-year low of $64.51 and a 1-year high of $99.39. The company has a 50 day moving average of $70.70 and a 200-day moving average of $76.69. The company has a market cap of $13.65 billion, a price-to-earnings ratio of 19.61, a PEG ratio of 1.25 and a beta of 1.56.

TransUnion (NYSE:TRU) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The company had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. During the same period in the previous year, the business earned $1.05 earnings per share. The firm’s quarterly revenue was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, equities research analysts expect that TransUnion will post 4.21 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be given a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a yield of 0.7%. The ex-dividend date is Wednesday, May 27th. TransUnion’s payout ratio is currently 13.85%.

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.