Fifth Third Bancorp Acquires 52,085 Shares of TransUnion $TRU

Fifth Third Bancorp grew its holdings in shares of TransUnion (NYSE:TRU) by 2,926.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 53,865 shares of the business services provider’s stock after buying an additional 52,085 shares during the quarter. Fifth Third Bancorp’s holdings in TransUnion were worth $3,727,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in TRU. Candriam S.C.A. raised its stake in shares of TransUnion by 7.3% in the first quarter. Candriam S.C.A. now owns 16,923 shares of the business services provider’s stock valued at $1,171,000 after acquiring an additional 1,150 shares during the period. Equitable Trust Co. bought a new position in TransUnion in the first quarter worth approximately $3,985,000. Hsbc Holdings PLC lifted its stake in TransUnion by 5.2% in the first quarter. Hsbc Holdings PLC now owns 105,959 shares of the business services provider’s stock worth $7,318,000 after acquiring an additional 5,246 shares during the period. Resona Asset Management Co. Ltd. boosted its stake in shares of TransUnion by 4.7% during the first quarter. Resona Asset Management Co. Ltd. now owns 58,378 shares of the business services provider’s stock valued at $4,017,000 after purchasing an additional 2,616 shares in the last quarter. Finally, Oregon Public Employees Retirement Fund boosted its position in TransUnion by 2.1% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 39,440 shares of the business services provider’s stock valued at $2,729,000 after acquiring an additional 800 shares in the last quarter.

Insider Activity

In related news, EVP Heather J. Russell sold 6,683 shares of the firm’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the completion of the sale, the executive vice president owned 45,248 shares in the company, valued at $3,251,973.76. This trade represents a 12.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 company’s stock in a transaction on Wednesday, July 1st. The stock was 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 in the company, valued at $6,530,771.84. This represents a 10.01% 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 have sold a total of 32,138 shares of company stock worth $2,335,742 in the last 90 days. Corporate insiders own 0.37% of the company’s stock.

Analyst Ratings Changes

TRU has been the subject of a number of recent analyst reports. Wall Street Zen cut TransUnion from a “buy” rating to a “hold” rating in a research report on Saturday, April 18th. UBS Group lifted their price target on TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research report on Thursday, July 2nd. JPMorgan Chase & Co. cut their price target on TransUnion from $95.00 to $90.00 and set an “overweight” rating for the company in a research note on Wednesday, April 29th. Weiss Ratings upgraded TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday. Finally, Bank of America dropped their target price on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday, May 19th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $91.60.

TransUnion Trading Down 0.0%

NYSE:TRU opened at $79.83 on Monday. TransUnion has a 12-month low of $63.37 and a 12-month high of $99.39. The firm has a market cap of $15.39 billion, a PE ratio of 22.11, a price-to-earnings-growth ratio of 1.43 and a beta of 1.55. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. The stock has a fifty day moving average price of $71.04 and a 200 day moving average price of $74.01.

TransUnion (NYSE:TRU) last posted its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share 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 for the quarter, compared to analysts’ expectations of $1.21 billion. During the same period last year, the firm earned $1.05 earnings per share. TransUnion’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. Sell-side analysts anticipate that TransUnion will post 4.14 earnings per share for the current fiscal year.

TransUnion Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were paid a dividend of $0.125 per share. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Wednesday, May 27th. TransUnion’s dividend payout ratio 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.