Bessemer Group Inc. Grows Stock Position in TransUnion $TRU

Bessemer Group Inc. lifted its stake in shares of TransUnion (NYSE:TRU) by 5.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,768,902 shares of the business services provider’s stock after buying an additional 205,449 shares during the quarter. Bessemer Group Inc.’s holdings in TransUnion were worth $323,185,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. State Street Corp raised its position in TransUnion by 62.2% during the 3rd quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock worth $568,177,000 after buying an additional 2,600,425 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of TransUnion by 355.9% in the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock valued at $220,993,000 after acquiring an additional 2,059,177 shares in the last quarter. Egerton Capital UK LLP acquired a new position in shares of TransUnion during the third quarter worth about $122,742,000. Danica Pension Livsforsikringsaktieselskab acquired a new position in shares of TransUnion during the third quarter worth about $109,156,000. Finally, Spear Holdings RSC Ltd increased its stake in shares of TransUnion by 175.6% during the third quarter. Spear Holdings RSC Ltd now owns 1,444,709 shares of the business services provider’s stock worth $121,038,000 after acquiring an additional 920,525 shares during the period.

TransUnion Trading Down 0.4%

Shares of TRU stock opened at $66.28 on Friday. The business’s fifty day moving average price is $71.49 and its 200 day moving average price is $77.89. TransUnion has a 1-year low of $65.24 and a 1-year high of $99.39. The firm has a market capitalization of $12.78 billion, a PE ratio of 18.36, a P/E/G ratio of 1.17 and a beta of 1.57. 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 (NYSE:TRU) last announced its quarterly earnings data on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, topping 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 firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. During the same quarter in the prior year, the company posted $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. As a group, sell-side analysts forecast that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Wednesday, May 27th will be issued a $0.125 dividend. The ex-dividend date of this dividend is Wednesday, May 27th. This represents a $0.50 annualized dividend and a yield of 0.8%. TransUnion’s dividend payout ratio is 13.85%.

Wall Street Analyst Weigh In

TRU has been the topic of a number of recent analyst reports. BMO Capital Markets upgraded shares of TransUnion to a “strong-buy” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. dropped their price target on shares of TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. Morgan Stanley dropped their price target on shares of TransUnion from $105.00 to $100.00 and set an “overweight” rating on the stock in a research note on Wednesday, March 11th. Finally, New Street Research set a $100.00 price target on shares of TransUnion in a research note on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, TransUnion currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.47.

Insider Transactions at TransUnion

In other TransUnion news, insider Todd C. Skinner sold 500 shares of the company’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $71.93, for a total value of $35,965.00. Following the sale, the insider owned 55,263 shares of the company’s stock, valued at approximately $3,975,067.59. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Chaouki sold 5,000 shares of the company’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $71.93, for a total value of $359,650.00. Following the completion of the sale, the insider directly owned 84,711 shares in the company, valued at $6,093,262.23. This trade represents a 5.57% 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 sold a total of 18,729 shares of company stock worth $1,387,839 over the last ninety days. 0.37% of the stock is currently owned by company insiders.

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.