TransUnion (NYSE:TRU) Insider Sells $72,640.00 in Stock

TransUnion (NYSE:TRU) insider Todd Skinner sold 1,000 shares of TransUnion stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $72,640.00. Following the transaction, the insider directly owned 64,634 shares of the company’s stock, valued at approximately $4,695,013.76. This trade represents a 1.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

TransUnion Stock Performance

TransUnion stock opened at $78.25 on Friday. TransUnion has a twelve month low of $63.37 and a twelve month high of $99.39. The company has a market capitalization of $15.09 billion, a P/E ratio of 21.68, a PEG ratio of 1.38 and a beta of 1.55. The stock’s 50 day moving average is $69.77 and its 200 day moving average is $74.70. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10.

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

TransUnion Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were given a dividend of $0.125 per share. The ex-dividend date of this dividend was Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. TransUnion’s dividend payout ratio (DPR) is 13.85%.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. Theleme Partners LLP raised its holdings in shares of TransUnion by 5.8% during the 3rd quarter. Theleme Partners LLP now owns 2,230,882 shares of the business services provider’s stock worth $186,903,000 after acquiring an additional 122,525 shares in the last quarter. Threadgill Financial LLC grew its holdings in shares of TransUnion by 58.4% in the fourth quarter. Threadgill Financial LLC now owns 63,334 shares of the business services provider’s stock valued at $5,431,000 after purchasing an additional 23,343 shares in the last quarter. Wealth High Governance Capital Ltda bought a new stake in TransUnion in the fourth quarter worth $10,466,000. Mirabaud Asset Management Ltd increased its position in TransUnion by 49.3% in the fourth quarter. Mirabaud Asset Management Ltd now owns 76,844 shares of the business services provider’s stock worth $7,221,000 after purchasing an additional 25,381 shares during the last quarter. Finally, Hudson Bay Capital Management LP raised its stake in TransUnion by 1,438.6% during the third quarter. Hudson Bay Capital Management LP now owns 64,329 shares of the business services provider’s stock valued at $5,389,000 after purchasing an additional 60,148 shares in the last quarter.

Key Headlines Impacting TransUnion

Here are the key news stories impacting TransUnion this week:

• Neutral Sentiment: UBS kept its neutral/hold view on TransUnion and raised its price target from $72 to $77, signaling only limited upside from current levels. UBS Sticks to Its Hold Rating for TransUnion (TRU)
• Neutral Sentiment: Mizuho also maintained a hold/neutral stance, but cut its price target from $88 to $77, which may temper enthusiasm despite the company’s recent stock gains. Mizuho Securities Keeps Their Hold Rating on TransUnion (TRU)
• Negative Sentiment: Insider selling by Todd Skinner and Steven M. Chaouki, both under pre-arranged 10b5-1 plans, could pressure sentiment a bit, even though the sales were relatively small versus their overall holdings and not necessarily a sign of concern. TransUnion (NYSE:TRU) Insider Todd Skinner Sells 1,000 Shares of Stock
• Neutral Sentiment: Recent coverage noted TransUnion’s shares rose sharply on July 2 and that the stock may still trade below some long-term value estimates, which supports the case that investors are still reassessing valuation after the move higher. A Look at TransUnion (TRU) After 5.2% Gain

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the company. Bank of America cut their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. Robert W. Baird set a $108.00 price target on TransUnion in a report on Wednesday, April 29th. New Street Research set a $100.00 target price on TransUnion in a research report on Wednesday, March 11th. UBS Group lifted their target price on TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, Needham & Company LLC reissued a “buy” rating and issued a $95.00 price target on shares of TransUnion in a report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, TransUnion presently has an average rating of “Moderate Buy” and a consensus target price of $91.60.

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.