Dimensional Fund Advisors LP Increases Stock Position in TransUnion $TRU

Dimensional Fund Advisors LP increased its holdings in TransUnion (NYSE:TRU) by 20.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,498,573 shares of the business services provider’s stock after acquiring an additional 423,286 shares during the quarter. Dimensional Fund Advisors LP’s holdings in TransUnion were worth $172,843,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of TRU. Eagle Bay Advisors LLC acquired a new position in TransUnion in the fourth quarter valued at $25,000. Geneos Wealth Management Inc. boosted its stake in shares of TransUnion by 1,318.2% during the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services provider’s stock worth $26,000 after buying an additional 290 shares during the period. Cornerstone Planning Group LLC boosted its stake in shares of TransUnion by 130.2% during the fourth quarter. Cornerstone Planning Group LLC now owns 389 shares of the business services provider’s stock worth $32,000 after buying an additional 220 shares during the period. Measured Wealth Private Client Group LLC purchased a new position in shares of TransUnion during the third quarter worth about $36,000. Finally, Osterweis Capital Management Inc. purchased a new position in shares of TransUnion during the second quarter worth about $45,000.

Insider Activity at TransUnion

In other TransUnion news, 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 transaction, the chief accounting officer directly owned 5,843 shares in the company, valued at approximately $467,440. This represents a 14.26% decrease in their ownership of the stock. 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 Steven M. Chaouki sold 10,000 shares of the 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 approximately $6,530,771.84. This trade represents a 10.01% decrease in their ownership of the stock. 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. Insiders have sold 30,155 shares of company stock worth $2,177,102 over the last three months. 0.37% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities analysts recently issued reports on TRU shares. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Bank of America decreased their price objective on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research report on Tuesday, May 19th. Needham & Company LLC reiterated a “buy” rating and issued a $95.00 target price on shares of TransUnion in a research note on Wednesday, April 29th. UBS Group boosted their target price on TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a report on Thursday, July 2nd. Finally, Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. One investment 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’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $91.60.

TransUnion Trading Up 3.6%

Shares of TRU stock opened at $76.50 on Friday. The business’s fifty day moving average price is $71.88 and its 200 day moving average price is $73.76. The firm has a market capitalization of $14.75 billion, a PE ratio of 21.19, a P/E/G ratio of 1.37 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.

TransUnion (NYSE:TRU) last released 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 quarter last year, the company earned $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. As a group, sell-side analysts forecast that TransUnion will post 4.14 EPS for the current fiscal 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 $0.125 dividend. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is 13.85%.

TransUnion Company Profile

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.