Fjarde AP Fonden Fourth Swedish National Pension Fund Has $4.95 Million Stock Holdings in TransUnion $TRU

Fjarde AP Fonden Fourth Swedish National Pension Fund grew its position in TransUnion (NYSE:TRU) by 88.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 71,517 shares of the business services provider’s stock after purchasing an additional 33,650 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in TransUnion were worth $4,948,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Dodge & Cox acquired a new position in TransUnion in the 4th quarter valued at $843,952,000. Independent Franchise Partners LLP raised its holdings in TransUnion by 99.7% in the 4th quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock worth $783,489,000 after acquiring an additional 4,561,619 shares during the period. State Street Corp lifted its position in TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after acquiring an additional 2,600,425 shares during the last quarter. Invesco Ltd. boosted its holdings in TransUnion by 355.9% during the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after acquiring an additional 2,059,177 shares during the period. Finally, Danica Pension Livsforsikringsaktieselskab bought a new stake in TransUnion during the third quarter valued at about $109,156,000.

Analyst Ratings Changes

A number of research firms have recently commented on TRU. Weiss Ratings lowered TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research note on Friday, May 8th. Morgan Stanley decreased their target price on TransUnion from $105.00 to $100.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. Wall Street Zen lowered TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Needham & Company LLC reaffirmed a “buy” rating and issued a $95.00 price target on shares of TransUnion in a research report on Wednesday, April 29th. Finally, JPMorgan Chase & Co. cut their price target on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a report on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $91.60.

Insider Activity at TransUnion

In other TransUnion news, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the sale, the executive vice president owned 45,248 shares of the company’s stock, valued at $3,251,973.76. The trade was a 12.87% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the business’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $72,640.00. Following the completion of the sale, the insider directly owned 64,634 shares in the company, valued at $4,695,013.76. This trade represents a 1.52% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 31,166 shares of company stock worth $2,257,982. 0.37% of the stock is owned by corporate insiders.

TransUnion Stock Up 1.1%

NYSE TRU opened at $79.18 on Tuesday. TransUnion has a twelve month low of $63.37 and a twelve month high of $99.39. The stock has a market cap of $15.27 billion, a PE ratio of 21.93, a PEG ratio of 1.38 and a beta of 1.55. The firm has a 50-day simple moving average of $69.89 and a 200 day simple moving average of $74.60. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93.

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

TransUnion Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were given a dividend of $0.125 per share. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.6%. 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.