TransUnion $TRU Position Lessened by Assetmark Inc.

Assetmark Inc. lowered its stake in shares of TransUnion (NYSE:TRU) by 24.9% in the first quarter, HoldingsChannel reports. The firm owned 215,062 shares of the business services provider’s stock after selling 71,118 shares during the quarter. Assetmark Inc.’s holdings in TransUnion were worth $14,880,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Royal Bank of Canada lifted its position in TransUnion by 85.3% in the 1st quarter. Royal Bank of Canada now owns 75,761 shares of the business services provider’s stock valued at $6,288,000 after purchasing an additional 34,867 shares during the last quarter. Geneos Wealth Management Inc. grew its position in TransUnion by 1,318.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after purchasing an additional 290 shares during the last quarter. Invesco Ltd. increased its stake in shares of TransUnion by 4.5% in the second quarter. Invesco Ltd. now owns 578,599 shares of the business services provider’s stock valued at $50,917,000 after purchasing an additional 24,736 shares during the period. EverSource Wealth Advisors LLC increased its stake in shares of TransUnion by 59.5% in the second quarter. EverSource Wealth Advisors LLC now owns 528 shares of the business services provider’s stock valued at $46,000 after purchasing an additional 197 shares during the period. Finally, The Manufacturers Life Insurance Company raised its holdings in shares of TransUnion by 2.2% during the second quarter. The Manufacturers Life Insurance Company now owns 576,019 shares of the business services provider’s stock valued at $50,690,000 after buying an additional 12,280 shares during the last quarter.

Insider Transactions at TransUnion

In other TransUnion news, insider Steven M. Chaouki sold 10,000 shares of the company’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 completion of the sale, the insider directly owned 89,906 shares of the company’s stock, valued at approximately $6,530,771.84. This represents a 10.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Todd C. Skinner sold 1,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $70.73, for a total transaction of $70,730.00. Following the transaction, the insider owned 65,634 shares of the company’s stock, valued at approximately $4,642,292.82. This trade represents a 1.50% 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. Insiders sold 32,138 shares of company stock valued at $2,335,742 in the last three months. 0.37% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

TRU has been the topic of several recent analyst reports. Bank of America cut their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock 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. Mizuho cut their price objective on shares of TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a research note on Thursday, July 2nd. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday. Finally, Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $91.60.

TransUnion Stock Performance

TRU opened at $79.83 on Monday. The company has a market capitalization of $15.39 billion, a price-to-earnings ratio of 22.11, a price-to-earnings-growth ratio of 1.43 and a beta of 1.55. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.93 and a quick ratio of 1.93. TransUnion has a 1-year low of $63.37 and a 1-year high of $99.39. The business has a 50 day moving average price of $71.04 and a two-hundred day moving average price of $74.01.

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 analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $1.21 billion. During the same period last year, the company posted $1.05 EPS. The firm’s quarterly revenue was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Research analysts predict that TransUnion will post 4.14 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Investors of record on Wednesday, May 27th were paid 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 yield of 0.6%. TransUnion’s dividend payout ratio (DPR) 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.