TransUnion $TRU Shares Sold by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund decreased its position in TransUnion (NYSE:TRU) by 18.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 37,867 shares of the business services provider’s stock after selling 8,800 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in TransUnion were worth $3,247,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of TRU. State Street Corp grew its holdings in TransUnion by 62.2% in the third 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. Invesco Ltd. grew its holdings in TransUnion by 355.9% in the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after purchasing an additional 2,059,177 shares during the last quarter. Egerton Capital UK LLP acquired a new stake in TransUnion in the third quarter valued at $122,742,000. Danica Pension Livsforsikringsaktieselskab acquired a new stake in TransUnion in the third quarter valued at $109,156,000. Finally, Vulcan Value Partners LLC acquired a new stake in TransUnion in the fourth quarter valued at $91,043,000.

Analyst Upgrades and Downgrades

TRU has been the topic of several research reports. Needham & Company LLC reissued a “buy” rating and issued a $95.00 target price on shares of TransUnion in a report on Wednesday, April 29th. Weiss Ratings lowered TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, May 8th. Mizuho assumed coverage on TransUnion in a research note on Thursday, April 16th. They set a “neutral” rating and a $80.00 price objective on the stock. New Street Research set a $100.00 price objective on TransUnion in a research note on Wednesday, March 11th. Finally, Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $91.27.

TransUnion Stock Down 2.6%

TRU opened at $68.84 on Tuesday. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. The firm has a market cap of $13.27 billion, a P/E ratio of 19.07, a PEG ratio of 1.25 and a beta of 1.56. TransUnion has a 52 week low of $64.51 and a 52 week high of $99.39. The business’s fifty day simple moving average is $70.72 and its 200 day simple moving average is $76.59.

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

TransUnion Dividend Announcement

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

Insider Buying and Selling

In related news, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $70,730.00. Following the transaction, the insider directly owned 65,634 shares in the company, valued at approximately $4,642,292.82. This represents a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $71.87, for a total value of $480,307.21. Following the transaction, the executive vice president owned 45,248 shares in the company, valued at $3,251,973.76. This trade 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. Over the last ninety days, insiders have sold 25,666 shares of company stock worth $1,843,542. 0.37% of the stock is owned by company insiders.

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.