TransUnion $TRU Position Boosted by Daiwa Securities Group Inc.

Daiwa Securities Group Inc. increased its holdings in TransUnion (NYSE:TRU) by 15.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 100,045 shares of the business services provider’s stock after purchasing an additional 13,651 shares during the quarter. Daiwa Securities Group Inc.’s holdings in TransUnion were worth $8,579,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. TD Asset Management Inc grew its holdings in TransUnion by 0.3% in the 4th quarter. TD Asset Management Inc now owns 522,845 shares of the business services provider’s stock worth $44,834,000 after buying an additional 1,364 shares in the last quarter. Sivia Capital Partners LLC bought a new position in TransUnion in the 4th quarter worth approximately $468,000. CIBC Asset Management Inc grew its holdings in TransUnion by 2.2% in the 4th quarter. CIBC Asset Management Inc now owns 8,560 shares of the business services provider’s stock worth $734,000 after buying an additional 182 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in TransUnion by 1.5% during the 4th quarter. Bank of New York Mellon Corp now owns 1,506,026 shares of the business services provider’s stock valued at $129,142,000 after purchasing an additional 21,715 shares in the last quarter. Finally, Natixis Advisors LLC boosted its stake in TransUnion by 11.0% during the 4th quarter. Natixis Advisors LLC now owns 25,968 shares of the business services provider’s stock valued at $2,227,000 after purchasing an additional 2,575 shares in the last quarter.

Insider Activity

In other news, insider Steven M. Chaouki sold 5,000 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $70.73, for a total transaction of $353,650.00. Following the completion of the sale, the insider owned 99,906 shares in the company, valued at approximately $7,066,351.38. This represents a 4.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the 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. This trade represents a 12.87% 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. In the last 90 days, insiders sold 25,666 shares of company stock worth $1,843,542. Insiders own 0.37% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have issued reports on TRU. Barclays decreased their price target on TransUnion from $95.00 to $80.00 and set an “equal weight” rating for the company in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $111.00 price target on shares of TransUnion in a research note on Friday, February 13th. Wells Fargo & Company decreased their price target on TransUnion from $100.00 to $90.00 and set an “overweight” rating for the company in a research note on Friday, February 13th. Bank of America decreased their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a research note on Tuesday, May 19th. Finally, New Street Research set a $100.00 price target on TransUnion in a research note on Wednesday, March 11th. One equities research 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 company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $91.27.

TransUnion Stock Performance

Shares of NYSE TRU opened at $70.77 on Monday. The stock has a fifty day moving average price of $70.70 and a two-hundred day moving average price of $76.67. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.93 and a current ratio of 1.93. The firm has a market cap of $13.65 billion, a P/E ratio of 19.61, a PEG ratio of 1.25 and a beta of 1.56. TransUnion has a 1 year low of $64.51 and a 1 year high of $99.39.

TransUnion (NYSE:TRU) last announced its quarterly earnings data 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. TransUnion had a return on equity of 16.09% and a net margin of 14.91%.The company had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the prior year, the firm earned $1.05 EPS. The company’s quarterly revenue was up 13.7% compared to the same quarter last year. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Research analysts forecast that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th will be given a dividend of $0.125 per share. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Wednesday, May 27th. TransUnion’s dividend payout ratio is 13.85%.

TransUnion 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.