Corient Private Wealth LLC Acquires 14,014 Shares of TransUnion $TRU

Corient Private Wealth LLC grew its holdings in shares of TransUnion (NYSE:TRU) by 265.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 19,303 shares of the business services provider’s stock after purchasing an additional 14,014 shares during the period. Corient Private Wealth LLC’s holdings in TransUnion were worth $1,656,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Dodge & Cox bought a new stake in shares of TransUnion during the 4th quarter valued at $843,952,000. Independent Franchise Partners LLP increased its position in shares of TransUnion by 99.7% in the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after purchasing an additional 4,561,619 shares during the period. State Street Corp raised its stake 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 in the last quarter. Invesco Ltd. raised its stake 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 in the last quarter. Finally, Danica Pension Livsforsikringsaktieselskab bought a new stake in TransUnion during the third quarter worth about $109,156,000.

Analyst Upgrades and Downgrades

Several research firms have commented on TRU. Morgan Stanley decreased their target price on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a report on Wednesday, March 11th. Robert W. Baird set a $108.00 price objective on shares of TransUnion in a research note on Wednesday, April 29th. Weiss Ratings downgraded shares of TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday, May 8th. Bank of America reduced their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a report on Tuesday, May 19th. Finally, New Street Research set a $100.00 price target on TransUnion in a research note on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $91.47.

Insiders Place Their Bets

In other news, insider Todd C. Skinner sold 1,000 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $70.73, for a total value of $70,730.00. Following the completion of the transaction, the insider owned 65,634 shares of the company’s stock, valued at $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 is available 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 firm’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 completion of the transaction, the executive vice president owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. This trade represents a 12.87% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 25,166 shares of company stock valued at $1,808,942 in the last 90 days. Corporate insiders own 0.37% of the company’s stock.

TransUnion Price Performance

TRU stock opened at $72.11 on Wednesday. The stock has a market cap of $13.90 billion, a price-to-earnings ratio of 19.97, a P/E/G ratio of 1.26 and a beta of 1.56. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. The company has a 50 day simple moving average of $69.73 and a 200 day simple moving average of $74.79. TransUnion has a 1 year low of $63.37 and a 1 year high of $99.39.

TransUnion (NYSE:TRU) last issued its 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. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The company’s quarterly revenue was up 13.7% on a year-over-year basis. During the same quarter last year, the business posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Research analysts anticipate that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th were issued a $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Wednesday, May 27th. TransUnion’s dividend payout ratio is presently 13.85%.

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.