TransUnion $TRU Position Reduced by California Public Employees Retirement System

California Public Employees Retirement System reduced its stake in shares of TransUnion (NYSE:TRU) by 3.6% in the 1st quarter, Holdings Channel.com reports. The fund owned 264,671 shares of the business services provider’s stock after selling 9,840 shares during the quarter. California Public Employees Retirement System’s holdings in TransUnion were worth $18,313,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Eagle Bay Advisors LLC acquired a new stake in shares of TransUnion in the 4th quarter valued at about $25,000. Geneos Wealth Management Inc. grew its stake in TransUnion by 1,318.2% in the first 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 in the last quarter. Cornerstone Planning Group LLC increased its holdings in TransUnion by 130.2% in the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock valued at $32,000 after buying an additional 220 shares during the last quarter. Measured Wealth Private Client Group LLC bought a new stake in TransUnion in the third quarter valued at about $36,000. Finally, Osterweis Capital Management Inc. acquired a new stake in TransUnion during the second quarter valued at approximately $45,000.

Insider Buying and Selling

In other TransUnion news, insider Steven M. Chaouki sold 10,000 shares of the business’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $72.64, for a total transaction of $726,400.00. Following the completion of the transaction, the insider directly owned 89,906 shares of the company’s stock, valued at $6,530,771.84. The trade was a 10.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 stock was sold at an average price of $80.00, for a total transaction of $77,760.00. Following the completion of the transaction, the chief accounting officer owned 5,843 shares of the company’s stock, valued at approximately $467,440. This trade represents a 14.26% 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 30,155 shares of company stock valued at $2,177,102 over the last three months. Corporate insiders own 0.37% of the company’s stock.

TransUnion Price Performance

TRU opened at $73.81 on Friday. The firm has a market cap of $14.23 billion, a price-to-earnings ratio of 20.45, a price-to-earnings-growth ratio of 1.35 and a beta of 1.55. TransUnion has a fifty-two week low of $63.37 and a fifty-two week high of $99.39. The company’s 50-day moving average price is $71.68 and its 200 day moving average price is $73.74. 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 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 company 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%.TransUnion’s quarterly revenue was up 13.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, sell-side analysts expect that TransUnion will post 4.14 earnings per share for the current year.

TransUnion Announces Dividend

The business also recently disclosed 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. This represents a $0.50 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Wednesday, May 27th. TransUnion’s dividend payout ratio is presently 13.85%.

Wall Street Analysts Forecast Growth

TRU has been the topic of a number of research analyst reports. Mizuho reduced their target price on TransUnion from $88.00 to $77.00 and set a “neutral” rating on the stock in a report on Thursday, July 2nd. Wall Street Zen downgraded TransUnion from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. Bank of America dropped their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 19th. Robert W. Baird set a $108.00 price objective on TransUnion in a research note on Wednesday, April 29th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $95.00 price objective 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 assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company 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.