CenterBook Partners LP Has $7.52 Million Position in TransUnion $TRU

CenterBook Partners LP boosted its position in shares of TransUnion (NYSE:TRU) by 98.9% in the fourth quarter, Holdings Channel reports. The firm owned 87,701 shares of the business services provider’s stock after purchasing an additional 43,605 shares during the period. CenterBook Partners LP’s holdings in TransUnion were worth $7,520,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. grew its holdings in TransUnion by 18.2% during the fourth quarter. JPMorgan Chase & Co. now owns 1,637,178 shares of the business services provider’s stock valued at $140,388,000 after purchasing an additional 252,579 shares during the period. Syon Capital LLC acquired a new position in TransUnion during the fourth quarter valued at approximately $579,000. Havemeyer Place LP acquired a new position in TransUnion during the fourth quarter valued at approximately $1,408,000. Vestcor Inc grew its holdings in TransUnion by 664.0% during the fourth quarter. Vestcor Inc now owns 28,765 shares of the business services provider’s stock valued at $2,467,000 after purchasing an additional 25,000 shares during the period. Finally, Parallel Advisors LLC lifted its stake in TransUnion by 29.5% in the fourth quarter. Parallel Advisors LLC now owns 829 shares of the business services provider’s stock valued at $71,000 after buying an additional 189 shares in the last quarter.

TransUnion Stock Performance

Shares of TRU stock opened at $70.77 on Monday. The company’s fifty day simple moving average is $70.70 and its 200-day simple moving average is $76.67. The company has a quick ratio of 1.93, a current ratio of 1.93 and a debt-to-equity ratio of 1.10. The firm has a market cap of $13.65 billion, a PE ratio of 19.61, a P/E/G ratio of 1.25 and a beta of 1.56. TransUnion has a 12 month low of $64.51 and a 12 month 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, topping analysts’ consensus estimates of $1.11 by $0.07. The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.21 billion. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The firm’s revenue for the quarter was up 13.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.05 earnings per share. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities research analysts expect that TransUnion will post 4.21 EPS for the current fiscal year.

TransUnion Announces Dividend

The firm 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 $0.125 dividend. This represents a $0.50 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, May 27th. TransUnion’s payout ratio is currently 13.85%.

Insider Transactions at TransUnion

In other news, insider Todd C. Skinner sold 1,000 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $70.73, for a total value of $70,730.00. Following the sale, the insider owned 65,634 shares of the company’s stock, valued at $4,642,292.82. The trade was a 1.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the business’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $71.87, for a total transaction of $480,307.21. Following the completion of the sale, the executive vice president directly owned 45,248 shares in the company, valued at approximately $3,251,973.76. This 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. Insiders have sold a total of 25,666 shares of company stock valued at $1,843,542 over the last 90 days. 0.37% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on TRU shares. JPMorgan Chase & Co. cut 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. Bank of America cut their price target on shares of TransUnion from $83.00 to $80.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 19th. Wall Street Zen lowered shares of TransUnion from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. UBS Group cut their price target on shares of TransUnion from $72.00 to $69.00 and set a “neutral” rating on the stock in a research note on Monday, April 13th. 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 issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $91.27.

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.