Hsbc Holdings PLC Lowers Position in TransUnion $TRU

Hsbc Holdings PLC decreased its position in shares of TransUnion (NYSE:TRU) by 6.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 100,713 shares of the business services provider’s stock after selling 7,137 shares during the quarter. Hsbc Holdings PLC owned 0.05% of TransUnion worth $8,650,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in TRU. Royal Bank of Canada grew its position in TransUnion by 85.3% during the first quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after buying an additional 34,867 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of TransUnion by 1,318.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after acquiring an additional 290 shares in the last quarter. Invesco Ltd. grew its position in shares of TransUnion by 4.5% during the 2nd quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after acquiring an additional 24,736 shares during the period. EverSource Wealth Advisors LLC grew its position in shares of TransUnion by 59.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after acquiring an additional 197 shares during the period. Finally, The Manufacturers Life Insurance Company increased its stake in shares of TransUnion by 2.2% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock valued at $50,690,000 after purchasing an additional 12,280 shares in the last quarter.

TransUnion Trading Down 2.7%

Shares of TransUnion stock opened at $76.67 on Thursday. The firm has a market capitalization of $14.78 billion, a PE ratio of 21.24, a P/E/G ratio of 1.41 and a beta of 1.55. TransUnion has a twelve month low of $63.37 and a twelve month high of $99.39. The firm’s 50-day moving average price is $70.12 and its 200 day moving average price is $74.49. 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 (NYSE:TRU) last announced its earnings results on Tuesday, April 28th. The business services provider reported $1.18 EPS for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. The business had revenue of $1.25 billion during the quarter, compared to analysts’ expectations of $1.21 billion. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The business’s revenue was up 13.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. On average, sell-side analysts predict that TransUnion will post 4.14 EPS for the current fiscal year.

TransUnion Announces Dividend

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

Wall Street Analyst Weigh In

A number of research firms recently weighed in on TRU. Needham & Company LLC reaffirmed a “buy” rating and issued a $95.00 price target on shares of TransUnion in a report on Wednesday, April 29th. JPMorgan Chase & Co. cut their price objective on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Wednesday, April 29th. New Street Research set a $100.00 target price on TransUnion in a research note on Wednesday, March 11th. Weiss Ratings lowered TransUnion from a “hold (c)” rating to a “hold (c-)” rating in a research report on Friday, May 8th. Finally, Morgan Stanley dropped their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. One investment 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’s stock. According to MarketBeat, TransUnion currently has an average rating of “Moderate Buy” and an average target price of $91.60.

Insider Buying and Selling at TransUnion

In other news, insider Steven M. Chaouki sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total value of $726,400.00. Following the transaction, the insider directly owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. This trade represents a 10.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer A. Williams sold 972 shares of the company’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $80.00, for a total transaction of $77,760.00. Following the sale, the chief accounting officer directly owned 5,843 shares of the company’s stock, valued at approximately $467,440. This represents a 14.26% decrease in their position. 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. In the last 90 days, insiders sold 32,138 shares of company stock worth $2,335,742. Company insiders own 0.37% of the company’s stock.

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.