Jennifer Williams Sells 1,679 Shares of TransUnion (NYSE:TRU) Stock

TransUnion (NYSE:TRU) CAO Jennifer Williams sold 1,679 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $80.00, for a total transaction of $134,320.00. Following the sale, the chief accounting officer directly owned 7,219 shares in the company, valued at $577,520. This trade represents a 18.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

TransUnion Price Performance

Shares of NYSE TRU opened at $77.37 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.75 and a quick ratio of 2.01. The business has a 50-day moving average of $79.51 and a 200-day moving average of $82.64. The stock has a market capitalization of $14.90 billion, a price-to-earnings ratio of 33.35, a PEG ratio of 1.44 and a beta of 1.70. TransUnion has a fifty-two week low of $65.24 and a fifty-two week high of $99.39.

TransUnion (NYSE:TRU) last released its earnings results on Thursday, February 12th. The business services provider reported $1.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.04. The business had revenue of $1.17 billion for the quarter, compared to analyst estimates of $1.13 billion. TransUnion had a return on equity of 16.19% and a net margin of 9.95%.TransUnion’s revenue was up 13.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.97 earnings per share. TransUnion has set its FY 2026 guidance at 4.630-4.71 EPS and its Q1 2026 guidance at 1.080-1.100 EPS. As a group, sell-side analysts predict that TransUnion will post 3.99 earnings per share for the current fiscal year.

TransUnion Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Thursday, February 26th will be issued a $0.125 dividend. This represents a $0.50 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Thursday, February 26th. This is a boost from TransUnion’s previous quarterly dividend of $0.12. TransUnion’s payout ratio is currently 21.55%.

Analysts Set New Price Targets

TRU has been the topic of several analyst reports. Stifel Nicolaus dropped their price target on shares of TransUnion from $103.00 to $88.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Robert W. Baird set a $107.00 price objective on shares of TransUnion in a research note on Friday, February 13th. The Goldman Sachs Group dropped their target price on shares of TransUnion from $92.00 to $80.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of TransUnion in a report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $94.92.

Hedge Funds Weigh In On TransUnion

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Eagle Bay Advisors LLC bought a new position in shares of TransUnion in the fourth quarter valued at about $25,000. Board of the Pension Protection Fund bought a new stake in shares of TransUnion during the 4th quarter worth about $26,000. Geneos Wealth Management Inc. grew its stake 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 valued at $26,000 after buying an additional 290 shares during the last quarter. True Wealth Design LLC raised its holdings in TransUnion by 200.8% in the 4th quarter. True Wealth Design LLC now owns 367 shares of the business services provider’s stock valued at $31,000 after acquiring an additional 245 shares during the period. Finally, Elevation Point Wealth Partners LLC bought a new position in TransUnion in the 2nd quarter valued at about $34,000.

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.